VLO icon

Valero Energy

989 hedge funds and large institutions have $22.3B invested in Valero Energy in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 394 increasing their positions, 360 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
-49
Holders Change %
-4.72%
% of All Funds
17.37%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
83
Increased
394
Reduced
360
Closed
115
Calls
$595M
Puts
$603M
Net Calls
-$7.38M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
776
Simplicity Solutions
Minnesota
$219K +$219K +3,101 New
Kovitz Investment Group Partners
777
Kovitz Investment Group Partners
Illinois
$218K +$218K +3,090 New
HTC
778
Haverford Trust Company
Pennsylvania
$217K
IP
779
Intellectus Partners
California
$217K
TIM
780
Thornburg Investment Management
New Mexico
$216K
PFG
781
PAX Financial Group
Texas
$215K +$215K +3,041 New
RWA
782
Ropes Wealth Advisors
Massachusetts
$214K +$214K +3,031 New
FTDI
783
First Trust Direct Indexing
Massachusetts
$212K -$226K -3,189 -52%
FFS
784
Founders Financial Securities
Maryland
$212K -$6.63K -94 -3%
MCM
785
Magnolia Capital Management
New York
$212K +$212K +3,000 New
RM
786
Resource Management
Louisiana
$211K -$17.6K -250 -8%
WA
787
WestEnd Advisors
North Carolina
$211K -$390K
PFA
788
Paradigm Financial Advisors
Missouri
$210K -$35.1K -496 -14%
BSW
789
Buckingham Strategic Wealth
Missouri
$209K +$10.7K +152 +5%
BJL
790
Brighton Jones LLC
Washington
$208K -$1.27K -18 -0.6%
KMWM
791
Keudell/Morrison Wealth Management
Oregon
$208K +$208K +2,950 New
RCAG
792
Rehmann Capital Advisory Group
Michigan
$207K -$17.1K -243 -8%
Assenagon Asset Management
793
Assenagon Asset Management
Luxembourg
$207K -$12.8M -181,834 -98%
FAN
794
Financial Advisors Network
California
$207K +$207K +2,703 New
BI
795
Blooom Inc
Kansas
$207K +$207K +2,936 New
FTC
796
Farmers Trust Company
Ohio
$206K -$2.21K -30 -1%
PA
797
Probity Advisors
Texas
$203K -$1.69K -24 -0.8%
HI
798
Horizon Investments
North Carolina
$202K +$13.1K +186 +7%
AWM
799
Accel Wealth Management
Iowa
$201K -$11.9K -169 -6%
DFG
800
Demars Financial Group
Washington
$201K +$201K +2,854 New