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Valero Energy

1,100 hedge funds and large institutions have $27.6B invested in Valero Energy in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 438 increasing their positions, 407 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+27
Holders Change %
+2.52%
% of All Funds
23.85%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.17%
New
132
Increased
438
Reduced
407
Closed
93
Calls
$525M
Puts
$473M
Net Calls
+$52.3M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
1001
Dougherty Wealth Advisers
Minnesota
$34K
BWM
1002
BerganKDV Wealth Management
Minnesota
$34K
AIM
1003
Advantage Investment Management
Iowa
$33K -$40.4K -471 -55%
LFA
1004
Legacy Financial Advisors
Kentucky
$33K -$34.3K -402 -51%
PFO
1005
Pathstone Family Office
New Jersey
$30K -$173K -2,014 -85%
DBT
1006
Dubuque Bank & Trust
Iowa
$30K -$1.29K -15 -4%
KFS
1007
Kelly Financial Services
Massachusetts
$29.8K +$29.8K +351 New
BHWM
1008
Bay Harbor Wealth Management
Maryland
$29K -$23.2K -277 -44%
TC
1009
Trust Company
Kansas
$29K
CCM
1010
Cribstone Capital Management
Maine
$28K
AA
1011
Advisory Alpha
Michigan
$26.6K +$26.6K +326 New
EARNEST Partners
1012
EARNEST Partners
Georgia
$26K
FMII
1013
Farmers & Merchants Investments Inc
Nebraska
$25K -$341 -4 -1%
AC
1014
Avestar Capital
New York
$22K
KTC
1015
Kistler-Tiffany Companies
Pennsylvania
$22K +$10.6K +124 +93%
WAM
1016
Wakefield Asset Management
Colorado
$21K -$13.3K -159 -39%
DSC
1017
Duncker Streett & Co
Missouri
$21K
AP
1018
Atwood & Palmer
Missouri
$21K
CFA
1019
Carroll Financial Associates
North Carolina
$20K -$6.89K -84 -26%
OIA
1020
OneDigital Investment Advisors
Kansas
$20K
TCM
1021
Tradewinds Capital Management
Washington
$20K
PCMK
1022
Paragon Capital Management (Kansas)
Kansas
$20K +$20K +237 New
CAL
1023
Capital Analysts LLC
Pennsylvania
$20K +$20K +237 New
FEG
1024
Financial Enhancement Group
Indiana
$20K +$20K +237 New
CWA
1025
Clarus Wealth Advisors
Arizona
$19K