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Valero Energy

1,510 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 530 increasing their positions, 549 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+74
Holders Change %
+5.15%
% of All Funds
21.89%
Holding in Top 10
29
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+123.08%
% of All Funds
0.42%
New
203
Increased
530
Reduced
549
Closed
103
Calls
$2B
Puts
$1.26B
Net Calls
+$740M
Net Calls Change
+$637M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
801
WNY Asset Management
New York
$775K -$64.3K -377 -8%
IFWM
802
Institute for Wealth Management
Colorado
$774K +$11.1K +65 +1%
RA
803
RFG Advisory
Alabama
$774K +$385K +2,256 +99%
FCH
804
Freestone Capital Holdings
Washington
$773K +$773K +4,529 New
WA
805
Waverly Advisors
Alabama
$772K +$338K +1,979 +78%
DAS
806
Dynamic Advisor Solutions
Arizona
$772K -$90.3K -529 -10%
MC
807
Machina Capital
France
$768K -$968K -5,669 -56%
VT
808
Vise Technologies
New York
$767K +$73.6K +431 +11%
OFG
809
OmniStar Financial Group
North Carolina
$764K +$764K +4,473 New
DF
810
Donoghue Forlines
Massachusetts
$760K -$68.8K -403 -8%
MWM
811
Moran Wealth Management
Florida
$758K +$13.5K +79 +2%
TA
812
Tectonic Advisors
Texas
$756K -$6.66K -39 -0.9%
CIA
813
Concurrent Investment Advisors
Florida
$755K -$246K -1,443 -25%
CASC
814
Coppell Advisory Solutions Corp
Texas
$753K +$753K +4,414 New
ACM
815
Argyle Capital Management
Pennsylvania
$751K
PG
816
Proffitt & Goodson
Tennessee
$750K -$17.4K -102 -2%
HC
817
Hara Capital
Washington
$750K
EWA
818
EverSource Wealth Advisors
Alabama
$747K -$10.9K -68 -1%
OIA
819
Optimum Investment Advisors
Illinois
$747K -$76.8K -450 -9%
PTC
820
Private Trust Company
Ohio
$738K +$85.2K +499 +13%
BWG
821
Beta Wealth Group
California
$734K +$119K +698 +19%
SF
822
Symphony Financial
Texas
$733K +$1.02K +6 +0.1%
CF
823
Centaurus Financial
California
$730K +$387K +2,265 +113%
KI
824
Kapitalo Investimentos
Brazil
$725K -$473K -2,773 -39%
LIM
825
Loudon Investment Management
New Hampshire
$720K -$17.1K -100 -2%