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Valero Energy
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Overview Fund Activity

1,216 hedge funds and large institutions have $29.9B invested in Valero Energy in 2019 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 423 increasing their positions, 454 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+114
Holders Change %
+10.34%
% of All Funds
24.01%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
204
Increased
423
Reduced
454
Closed
70
Calls
$728M
Puts
$672M
Net Calls
+$55.5M
Net Calls Change
-$27.8M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$235M
2
Victory Capital Management
Victory Capital Management
Texas
+$172M
3
Prudential Financial
Prudential Financial
New Jersey
+$148M
4
Goldman Sachs
Goldman Sachs
New York
+$135M
5
Renaissance Technologies
Renaissance Technologies
New York
+$103M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$313M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$149M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$91.6M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$84.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1001
Covington Capital Management
California
$215K -$5.24K -56 -2%
VFA
1002
Valeo Financial Advisors
Indiana
$215K +$23.1K +247 +12%
SBSB
1003
Sullivan, Bruyette, Speros & Blaney
Virginia
$214K +$12.7K +136 +6%
BCM
1004
Brooktree Capital Management
Michigan
$213K +$213K +2,271 New
CAAS
1005
Capital Asset Advisory Services
Michigan
$213K +$213K +2,496 New
SAM
1006
Secure Asset Management
Michigan
$211K +$211K +2,251 New
PHS
1007
Pekin Hardy Strauss
Illinois
$206K +$206K +2,200 New
EWM
1008
Evercore Wealth Management
New York
$205K -$872K -9,290 -81%
VAM
1009
Verity Asset Management
North Carolina
$205K -$65.4K -698 -24%
VFP
1010
Verus Financial Partners
Virginia
$204K +$204K +2,178 New
WA
1011
WESPAC Advisors
California
$204K +$204K +2,183 New
TCWM
1012
Total Clarity Wealth Management
Illinois
$203K +$203K +2,163 New
DI
1013
Diligent Investors
California
$203K +$203K +2,167 New
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$203K +$203K +2,171 New
AT
1015
Arden Trust
Delaware
$202K -$34.1K -364 -14%
OA
1016
Oxbow Advisors
Texas
$202K +$202K +2,155 New
FMTC
1017
Farmers & Merchants Trust Company
California
$202K +$202K +2,162 New
POIA
1018
Pin Oak Investment Advisors
Texas
$194K +$35.9K +383 +23%
FHA
1019
Flagship Harbor Advisors
Massachusetts
$171K -$60.9K -649 -26%
BFC
1020
Bedel Financial Consulting
Indiana
$167K – – –
BBA
1021
Braun-Bostich & Associates
Pennsylvania
$167K +$167K +1,759 New
TCOV
1022
Trust Company of Vermont
Vermont
$159K -$9.41K -100 -6%
RCM
1023
Riverpark Capital Management
New York
$156K – – –
VCM
1024
Versant Capital Management
Arizona
$154K -$8.86K -95 -5%
ACM
1025
Anfield Capital Management
California
$147K +$147K +1,759 New
39 40
41
42 43