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Valero Energy
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Overview Fund Activity

1,038 hedge funds and large institutions have $24.9B invested in Valero Energy in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 426 increasing their positions, 346 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+27
Holders Change %
+2.67%
% of All Funds
18.12%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
124
Increased
426
Reduced
346
Closed
89
Calls
$702M
Puts
$542M
Net Calls
+$159M
Net Calls Change
-$60.3M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$436M
2
BlackRock
BlackRock
New York
$2.94B
3
Allianz Asset Management
Allianz Asset Management
Germany
$296M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$126M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$549M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
2
LSV Asset Management
LSV Asset Management
Illinois
$269M
3
UBS Group
UBS Group
Switzerland
$34M
4
Capital World Investors
Capital World Investors
California
$1.43B
5
Holocene Advisors
Holocene Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
926
RBC Europe
United Kingdom
$39K – – –
SIC
927
Salem Investment Counselors
North Carolina
$39K – – –
PVH
928
Psagot Value Holdings
Israel
$39K – – –
HFM
929
Harvest Fund Management
China
$38K – – –
AIL
930
AGF Investments LLC
Ontario, Canada
$38K +$38K +489 New
FHC
931
First Horizon Corporation
Tennessee
$36K +$24.8K +320 +222%
EWM
932
Endurance Wealth Management
Rhode Island
$35K – – –
JFA
933
JNBA Financial Advisors
Minnesota
$35K – – –
SN
934
Sittner & Nelson
Oregon
$35K – – –
RFA
935
Reilly Financial Advisors
California
$33K -$11.9K -151 -26%
BWL
936
Bogart Wealth LLC
Virginia
$33K – – –
PCTC
937
Perkins Coie Trust Company
Washington
$30K -$126K -1,604 -81%
ZB
938
Zions Bancorporation
Utah
$30K – – –
TWM
939
Tradition Wealth Management
Minnesota
$30K +$236 +3 +0.8%
CFO
940
CVA Family Office
Colorado
$30K +$2.37K +30 +9%
PCG
941
Private Capital Group
Connecticut
$30K +$6.84K +88 +30%
EL
942
EMFO LLC
Florida
$30K +$30K +378 New
ADL
943
Asset Dedication LLC
California
$29K – – –
FWM
944
FFT Wealth Management
Pennsylvania
$28K +$28K +358 New
SWM
945
Sugarloaf Wealth Management
Georgia
$27K – – –
CLOS
946
Compagnie Lombard Odier SCmA
Switzerland
$27K – – –
FPFS
947
First Personal Financial Services
North Carolina
$27K – – –
EFSCE
948
Enterprise Financial Services Corp (EFSC)
Missouri
$25K -$24.3K -314 -49%
HR
949
Howe & Rusling
New York
$25K – – –
CB
950
Community Bank
New York
$23K – – –
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