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Valero Energy
VLO

Overview Fund Activity

897 hedge funds and large institutions have $13.5B invested in Valero Energy in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 337 increasing their positions, 375 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
897
Holders Change
-98
Holders Change %
-9.85%
% of All Funds
18.15%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.04%
New
70
Increased
337
Reduced
375
Closed
159
Calls
$245M
Puts
$255M
Net Calls
-$10.6M
Net Calls Change
+$14.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$547M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.78B
3
Franklin Resources
Franklin Resources
California
$122M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$96.1M
5
BlackRock
BlackRock
New York
$1.5B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
$38.1M
3
Allianz Asset Management
Allianz Asset Management
Germany
$70.3M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$191M
5
CI
Clal Insurance
Israel
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RGIA
1001
Rainier Group Investment Advisory
Washington
– -$215K -3,650 Closed
WBC
1002
West Branch Capital
Massachusetts
– -$213K -3,622 Closed
RIM
1003
Rampart Investment Management
Connecticut
– -$212K -3,601 Closed
DCM
1004
Donaldson Capital Management
Indiana
– -$210K -3,568 Closed
GI
1005
GAMCO Investors
Connecticut
– -$210K -3,565 Closed
RCAG
1006
Rehmann Capital Advisory Group
Michigan
– -$209K -3,556 Closed
MG
1007
Mather Group
Illinois
– -$208K -3,540 Closed
WANY
1008
Wealthspire Advisors (New York)
New York
– -$207K -3,524 Closed
WA
1009
WealthTrust Axiom
Pennsylvania
– -$204K -3,476 Closed
WAM
1010
Wealthspire Advisors (Maryland)
Maryland
– -$203K -3,447 Closed
CFG
1011
Citizens Financial Group
Rhode Island
– -$202K -3,430 Closed
CCA
1012
Checchi Capital Advisers
California
– -$201K -3,422 Closed
EW
1013
Element Wealth
Mississippi
– -$200K -3,400 Closed
TFA
1014
Transamerica Financial Advisors
Florida
– -$198K -3,352 Closed
MA
1015
MUFG Americas
New York
– -$176K -3,000 Closed
ACA
1016
Atlas Capital Advisors
Wyoming
– -$174K -2,959 Closed
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
– -$149K -2,536 Closed
WOSD
1018
WFA of San Diego
California
– -$218K -2,412 Closed
TI
1019
tru Independence
Oregon
– -$139 -2,350 Closed
NICM
1020
Neo Ivy Capital Management
New York
– -$137K -2,324 Closed
WC
1021
Wexford Capital
Florida
– -$105K -1,780 Closed
HFM
1022
Harvest Fund Management
China
– -$83K -1,477 Closed
OPS
1023
Orion Portfolio Solutions
Nebraska
– -$73K -1,240 Closed
THWM
1024
Taylor Hoffman Wealth Management
Virginia
– -$71K -1,210 Closed
KIG
1025
Kessler Investment Group
Indiana
– -$53K -893 Closed
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