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Valero Energy
VLO

Overview Fund Activity

1,038 hedge funds and large institutions have $24.9B invested in Valero Energy in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 426 increasing their positions, 346 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+27
Holders Change %
+2.67%
% of All Funds
18.12%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
124
Increased
426
Reduced
346
Closed
89
Calls
$702M
Puts
$542M
Net Calls
+$159M
Net Calls Change
-$60.3M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$197M
2
BlackRock
BlackRock
New York
+$159M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$120M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$90.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$82M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$108M
2
LSV Asset Management
LSV Asset Management
Illinois
-$70M
3
UBS Group
UBS Group
Switzerland
-$64M
4
Capital World Investors
Capital World Investors
California
-$54M
5
Holocene Advisors
Holocene Advisors
New York
-$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
626
Morris Capital Advisors
Pennsylvania
$526K – – –
CF
627
Copperwynd Financial
Arizona
$526K +$2.11K +27 +0.4%
EGA
628
E&G Advisors
Texas
$523K -$480K -6,700 Closed
CGL
629
Clarius Group LLC
Washington
$520K +$13K +167 +3%
WP
630
WealthSource Partners
California
$519K +$519K +6,644 New
RB
631
Rodgers Brothers
Pennsylvania
$515K +$31.2K +400 +6%
BA
632
Ballew Advisors
Mississippi
$514K -$514K -7,300 -50%
Jones Financial Companies
633
Jones Financial Companies
Missouri
$504K -$77.3K -990 -13%
AWM
634
Altium Wealth Management
New York
$504K -$3.28K -42 -0.6%
PG
635
Proffitt & Goodson
Tennessee
$501K +$937 +12 +0.2%
Bessemer Group
636
Bessemer Group
New Jersey
$501K +$19.6K +251 +4%
LAM
637
LifePro Asset Management
California
$499K +$499K +6,389 New
MA
638
Mutual Advisors
Nebraska
$498K +$8.74K +112 +2%
DT
639
Diversified Trust
Tennessee
$498K +$157K +2,009 +46%
SP
640
Symmetry Partners
Connecticut
$496K – – –
SG
641
StoneX Group
New York
$496K +$52.1K +667 +12%
EH
642
Equitable Holdings
New York
$493K -$11.9K -152 -2%
QPWM
643
Quadrant Private Wealth Management
Pennsylvania
$493K – – –
VCG
644
Vantage Consulting Group
Virginia
$492K +$237K +3,033 +93%
CG
645
Cutler Group
California
$492K +$447K +5,729 +993%
PFA
646
Peak Financial Advisors
Colorado
$490K -$81.8K -1,048 -14%
HVIA
647
Hudson Valley Investment Advisors
New York
$490K -$50.7K -650 -9%
OPA
648
Old Port Advisors
Maine
$485K -$11K -162 -2%
JIC
649
Johnson Investment Counsel
Ohio
$483K -$6.01K -77 -1%
FTDI
650
First Trust Direct Indexing
Massachusetts
$483K +$16.2K +208 +3%
24 25
26
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