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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 %
ClearBridge Investments
1101
ClearBridge Investments
New York
$43K -$4.15K -44 -9%
BWM
1102
Baystate Wealth Management
Massachusetts
$42K -$1.96K -21 -4%
EWM
1103
Endurance Wealth Management
Rhode Island
$42K – – –
JFA
1104
JNBA Financial Advisors
Minnesota
$42K – – –
EI
1105
Ellevest Inc
New York
$41K +$38.1K +405 +1,306%
GAM
1106
Gemmer Asset Management
California
$40K -$8.06K -87 -17%
BWM
1107
BerganKDV Wealth Management
Minnesota
$40K +$2.35K +25 +6%
SL
1108
Savior LLC
Massachusetts
$38K +$38K +403 New
MF
1109
Manchester Financial
California
$38K +$38K +405 New
AA
1110
Advisory Alpha
Michigan
$37.2K -$963 -10 -3%
RMAM
1111
Raab & Moskowitz Asset Management
New Jersey
$36K +$36K +394 New
CBT
1112
Capital Bank & Trust
California
$35K -$17.2K -182 -33%
SCA
1113
Stonebridge Capital Advisors
Minnesota
$34K – – –
DWA
1114
Dougherty Wealth Advisers
Minnesota
$34K – – –
TFS
1115
TrustCore Financial Services
Tennessee
$33K -$11.2K -119 -25%
SWM
1116
Sugarloaf Wealth Management
Georgia
$33K +$33K +352 New
KFS
1117
Kelly Financial Services
Massachusetts
$32.9K – – –
CCM
1118
Cribstone Capital Management
Maine
$31K – – –
TFO
1119
Tarbox Family Office
California
$31K +$9.58K +101 +45%
AF
1120
Allworth Financial
California
$31K +$12.8K +138 +70%
TC
1121
Trust Company
Kansas
$30K – – –
FMII
1122
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
LWA
1123
Lenox Wealth Advisors
New York
$28K +$3.91K +41 +16%
BHWM
1124
Bay Harbor Wealth Management
Maryland
$27K – – –
FWM
1125
Focused Wealth Management
New York
$27K – – –
43 44
45
46 47