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Valero Energy
VLO

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 %
FWM
951
Focused Wealth Management
New York
$22K – – –
CPFP
952
Clear Perspectives Financial Planning
Ohio
$22K +$22K +280 New
LWA
953
Lenox Wealth Advisors
New York
$20K -$8.64K -111 -30%
SL
954
Savior LLC
Massachusetts
$20K -$6.19K -78 -24%
RA
955
Resolute Advisors
California
$20K – – –
RDWM
956
Red Door Wealth Management
Tennessee
$20K +$20K +261 New
Loomis, Sayles & Company
957
Loomis, Sayles & Company
Massachusetts
$19K -$12.8K -168 -40%
DSC
958
Duncker Streett & Co
Missouri
$19K – – –
WT
959
Washington Trust
Rhode Island
$19K – – –
BWM
960
Baystate Wealth Management
Massachusetts
$19K +$229 +3 +1%
TAIM
961
TD Ameritrade Investment Management
Nebraska
$18K -$416K -5,448 -96%
TCM
962
Tradewinds Capital Management
Washington
$18K – – –
PK
963
Pflug Koory
Nebraska
$18K – – –
ED
964
Exane Derivatives
France
$17.5K – – –
WPA
965
West Paces Advisors
Georgia
$17.4K – – –
HWM
966
HighMark Wealth Management
Minnesota
$17K -$940 -12 -5%
VNA
967
Valley National Advisers
Pennsylvania
$17K – – –
FFC
968
First Financial Corp
Indiana
$16K – – –
CFGS
969
Concourse Financial Group Securities
Alabama
$16K – – –
AP
970
Atwood & Palmer
Missouri
$16K – – –
CB
971
CNB Bank
Pennsylvania
$16K – – –
CH
972
Canton Hathaway
Rhode Island
$16K – – –
SWG
973
Summit Wealth Group
Vermont
$16K – – –
CIA
974
Cascade Investment Advisors
Oregon
$15.6K – – –
TC
975
Trust Company
Kansas
$15K -$16.2K -210 -52%
37 38
39
40 41