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Valero Energy
VLO

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$122M
2
Invesco
Invesco
Georgia
$445M
3
Allianz Asset Management
Allianz Asset Management
Germany
$339M
4
Two Sigma Investments
Two Sigma Investments
New York
$83.4M
5
Wells Fargo
Wells Fargo
California
$268M

Top Sellers

1
BlackRock
BlackRock
New York
$2.54B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$318M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$451M
4
APG Asset Management
APG Asset Management
Netherlands
$2.53M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
876
Harbor Investment Advisory
Maryland
$40K – – –
SCA
877
Stonebridge Capital Advisors
Minnesota
$39K -$48.2K -676 -55%
LWM
878
Liberty Wealth Management
California
$39K – – –
GAM
879
Gemmer Asset Management
California
$39K +$1.07K +15 +3%
GEA
880
Glen Eagle Advisors
New Jersey
$37.6K +$1.69K +24 +5%
FCB
881
First Command Bank
Texas
$36K – – –
FCFS
882
First Command Financial Services
Texas
$36K – – –
SIC
883
Salem Investment Counselors
North Carolina
$35K – – –
HFM
884
Harvest Fund Management
China
$34K – – –
MA
885
Montag & Associates
Georgia
$34K +$23.5K +338 +225%
AIL
886
AGF Investments LLC
Ontario, Canada
$32K -$2.54K -36 -7%
EWM
887
Endurance Wealth Management
Rhode Island
$32K – – –
SN
888
Sittner & Nelson
Oregon
$32K – – –
JFA
889
JNBA Financial Advisors
Minnesota
$32K +$71 +1 +0.2%
CFGS
890
Concourse Financial Group Securities
Alabama
$32K +$17.8K +251 +126%
CA
891
Clearstead Advisors
Ohio
$31K -$96.4K -1,372 -76%
BWL
892
Bogart Wealth LLC
Virginia
$30K +$141 +2 +0.5%
ADL
893
Asset Dedication LLC
California
$30K +$2.8K +39 +10%
LAS
894
Lloyd Advisory Services
Georgia
$28K +$14.5K +209 +108%
PAI
895
Pittenger & Anderson Inc
Nebraska
$28K +$28K +400 New
TWM
896
Tradition Wealth Management
Minnesota
$27K +$210 +3 +0.8%
CH
897
Canton Hathaway
Rhode Island
$26K +$11.8K +167 +84%
PCG
898
Private Capital Group
Connecticut
$25K -$2.26K -32 -8%
SWM
899
Sugarloaf Wealth Management
Georgia
$25K – – –
KFS
900
Kelly Financial Services
Massachusetts
$24.8K -$1.91M -27,055 -99%
34 35
36
37 38