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Valero Energy
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Overview Fund Activity

968 hedge funds and large institutions have $17.7B invested in Valero Energy in 2020 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 289 increasing their positions, 415 reducing their positions, and 86 closing their positions.

Holders
968
Holders Change
+71
Holders Change %
+7.92%
% of All Funds
17.18%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
167
Increased
289
Reduced
415
Closed
86
Calls
$428M
Puts
$437M
Net Calls
-$9.22M
Net Calls Change
+$1.41M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.05B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.58B
3
Holocene Advisors
3
Holocene Advisors
New York
$117M
4
State Street
4
State Street
Massachusetts
$1.44B
5
PI
5
Putnam Investments
Massachusetts
$243M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$110M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$16.4M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M
4
Ameriprise
4
Ameriprise
Minnesota
$304M
5
Bank of America
5
Bank of America
North Carolina
$181M
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
851
Patriot Financial Group Insurance Agency
Massachusetts
$27K 473 +234 +98%
JFA
852
JNBA Financial Advisors
Minnesota
$26K 452 – –
EWM
853
Endurance Wealth Management
Rhode Island
$26K 453 – –
BWM
854
BerganKDV Wealth Management
Minnesota
$26K 454 +30 +7%
CBT
855
CoreFirst Bank & Trust
Kansas
$26K 455 +455 New
First Manhattan
856
First Manhattan
New York
$25K 442 -195 -31%
SN
857
Sittner & Nelson
Oregon
$25K 450 +450 New
CIA
858
CSat Investment Advisory
Michigan
$23K 412 -801 -66%
MF
859
Manchester Financial
California
$23K 405 – –
BWL
860
Bogart Wealth LLC
Virginia
$23K 422 +28 +7%
ZB
861
Zions Bancorporation
Utah
$22K 390 -221 -36%
ADL
862
Asset Dedication LLC
California
$21K 379 +272 +254%
CWP
863
Concord Wealth Partners
Virginia
$21K 374 +374 New
TWM
864
Tradition Wealth Management
Minnesota
$21K 376 +376 New
FCB
865
First Command Bank
Texas
$20K 360 -672 -65%
FCFS
866
First Command Financial Services
Texas
$20K 360 -672 -65%
VFA
867
Valeo Financial Advisors
Indiana
$20K 350 -617 -64%
SWM
868
Sugarloaf Wealth Management
Georgia
$20K 352 – –
KFS
869
Kelly Financial Services
Massachusetts
$19.9K 351 – –
SL
870
Savior LLC
Massachusetts
$19K 330 -23 -7%
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$18K 317 – –
HR
872
Howe & Rusling
New York
$18K 325 +40 +14%
CCA
873
Childress Capital Advisors
Texas
$18K 313 +313 New
LWA
874
Lenox Wealth Advisors
New York
$17K 301 -49 -14%
CB
875
Community Bank
New York
$17K 300 – –
33 34
35
36 37