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Valero Energy
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Overview Fund Activity

1,102 hedge funds and large institutions have $26.8B invested in Valero Energy in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 416 increasing their positions, 445 reducing their positions, and 97 closing their positions.

Holders
1,102
Holders Change
-9
Holders Change %
-0.81%
% of All Funds
24.2%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.35%
New
95
Increased
416
Reduced
445
Closed
97
Calls
$628M
Puts
$545M
Net Calls
+$83.3M
Net Calls Change
+$72.1M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$746M
2
Boston Partners
2
Boston Partners
Massachusetts
$612M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$108M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$100M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$843M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$38.5M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$44.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$300M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$103M
5
APG Asset Management
5
APG Asset Management
Netherlands
$177M
Name Market Value Shares Shares
Change 		Shares
Change %
NR
1076
Newfound Research
Massachusetts
$4K 48 -3 -6%
EWM
1077
Edge Wealth Management
New York
$4K 50 – –
MIM
1078
Macroview Investment Management
Maryland
$4K 49 – –
IFAM
1079
Institutional & Family Asset Management
Colorado
$4K 47 – –
LWCFA
1080
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K 49 – –
GWAG
1081
Garrett Wealth Advisory Group
Texas
$3.67K 43 +43 New
PMFA
1082
Plante Moran Financial Advisors
Michigan
$3K 39 -671 -95%
EI
1083
Ellevest Inc
New York
$3K 31 -50 -62%
WOC
1084
West Oak Capital
California
$3K 40 – –
CMBA
1085
C.M. Bidwell & Associates
Hawaii
$3K 33 – –
RTC
1086
Riverview Trust Company
Washington
$3K 37 – –
MCM
1087
McMillion Capital Management
North Carolina
$3K 30 – –
EIP
1088
Ellis Investment Partners
Pennsylvania
$3K 38 +38 New
UB
1089
UMB Bank
Missouri
$2.11K 24,760 +3,201 +15%
LWA
1090
Lowe Wealth Advisors
Maryland
$2K 25 – –
CIR
1091
Clear Investment Research
Georgia
$2K 22 – –
Kayne Anderson Rudnick Investment Management
1092
Kayne Anderson Rudnick Investment Management
California
$2K 21 +21 New
CAC
1093
Certified Advisory Corp
Florida
$2K 24 +24 New
AWM
1094
Avior Wealth Management
Nebraska
$1K 14 -42 -75%
CFA
1095
Carroll Financial Associates
North Carolina
$1K 19 -35 -65%
WCM
1096
Wealthcare Capital Management
Virginia
$1K 10 – –
LFG
1097
LifePlan Financial Group
Ohio
$1K 17 – –
LFG
1098
Larson Financial Group
Missouri
$1K 7 – –
APC
1099
Aspire Private Capital
North Carolina
$1K 14 – –
MWA
1100
Marshall Wace Asia
Hong Kong
$1K 7 +7 New
42 43
44
45 46