VLO icon

Valero Energy
VLO

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 %
ACM
851
AUA Capital Management
Pennsylvania
$191K – – –
IA
852
IFP Advisors
Florida
$190K -$55.1K -732 -22%
OIA
853
Optimum Investment Advisors
Illinois
$180K – – –
FAG
854
Fortitude Advisory Group
Washington
$177K +$177K +2,350 New
PFBT
855
Parkside Financial Bank & Trust
Missouri
$173K +$116K +1,544 +206%
LC
856
Lindbrook Capital
California
$170K +$78K +1,037 +85%
S
857
SignatureFD
Georgia
$164K +$39.2K +521 +31%
SWM
858
Scissortail Wealth Management
Oklahoma
$163K +$163K +2,169 New
EBA
859
Eagle Bay Advisors
New York
$160K -$162K -2,150 -50%
TCWM
860
Total Clarity Wealth Management
Illinois
$151K – – –
CBT
861
Central Bank & Trust
Kentucky
$150K – – –
NFG
862
Next Financial Group
Texas
$147K +$17.1K +227 +13%
CWP
863
Concord Wealth Partners
Virginia
$146K +$104K +1,387 +247%
TPCW
864
TD Private Client Wealth
New York
$142K +$9.61K +128 +7%
Manulife (Manufacturers Life Insurance)
865
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140K +$3.62K +48,148 +3%
KA
866
Kozak & Associates
Colorado
$139K – – –
EWM
867
Edge Wealth Management
New York
$135K – – –
Lazard Asset Management
868
Lazard Asset Management
New York
$134K +$89.9K +1,202 +204%
JFGIW
869
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$133K -$15.4K -205 -10%
SBL
870
Sargent Bickham Lagudis
Colorado
$132K – – –
FCMT
871
Founders Capital Management (Texas)
Texas
$129K – – –
CSB
872
City State Bank
Iowa
$128K +$128K +1,710 New
SC
873
SouthState Corp
Florida
$124K +$77.2K +1,031 +165%
QCG
874
Quadrant Capital Group
Ohio
$121K -$8.61K -115 -7%
BFC
875
Bedel Financial Consulting
Indiana
$121K – – –
33 34
35
36 37