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Valero Energy
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Overview Fund Activity

1,058 hedge funds and large institutions have $23.7B invested in Valero Energy in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 388 increasing their positions, 362 reducing their positions, and 68 closing their positions.

Holders
1,058
Holders Change
+69
Holders Change %
+6.98%
% of All Funds
16.34%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.2%
New
154
Increased
388
Reduced
362
Closed
68
Calls
$427M
Puts
$602M
Net Calls
-$175M
Net Calls Change
-$168M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$397M
2
BlackRock
2
BlackRock
New York
$2.82B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$430M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$77.7M
5
Millennium Management
5
Millennium Management
New York
$59M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$876M
2
Wells Fargo
2
Wells Fargo
California
$128M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$84.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$6.86M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
826
Cooper Financial Group
California
$211K -$2.48K -33 -1%
EWM
827
Empirical Wealth Management
Washington
$211K +$211K +2,804 New
BPM
828
Bowling Portfolio Management
Ohio
$211K +$211K +2,809 New
FLPIM
829
F.L. Putnam Investment Management
Massachusetts
$210K -$54.6K -725 -21%
FTC
830
Farmers Trust Company
Ohio
$210K – – –
EN1L
831
Engine No 1 LLC
California
$210K +$210K +2,796 New
ARG
832
Advisory Resource Group
Oklahoma
$207K +$207K +2,500 New
FAN
833
Financial Advisors Network
California
$206K +$3.45K +46 +2%
EI
834
Ethic Inc
New York
$206K +$206K +2,736 New
BC
835
Brookfield Corp
Ontario, Canada
$206K +$206K +2,739 New
PWA
836
Phoenix Wealth Advisors
North Carolina
$205K -$42.1K -560 -17%
CWA
837
Centennial Wealth Advisory
Michigan
$205K +$205K +2,728 New
CCC
838
Crescent Capital Consulting
Louisiana
$204K – – –
SDAM
839
Shulman DeMeo Asset Management
New York
$204K +$204K +2,712 New
AA
840
Ancora Advisors
Ohio
$203K -$65.6K -873 -24%
CAM
841
CenterStar Asset Management
Illinois
$202K – – –
PTC
842
Private Trust Company
Ohio
$202K +$202K +2,690 New
EFS
843
Essex Financial Services
Connecticut
$202K +$202K +2,691 New
EWS
844
Evergreen Wealth Solutions
Pennsylvania
$201K +$201K +2,677 New
GCM
845
Gables Capital Management
Florida
$200K – – –
SCM
846
Shelton Capital Management
Colorado
$200K +$200K +2,663 New
CBFP
847
Cedar Brook Financial Partners
Ohio
$200K +$200K +2,669 New
HWA
848
Heritage Wealth Advisors
Virginia
$196K – – –
AIM
849
Acropolis Investment Management
Missouri
$193K -$12K -160 -6%
DCM
850
Dupont Capital Management
Delaware
$191K -$183K -2,434 -49%
32 33
34
35 36