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Valero Energy
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Overview Fund Activity

997 hedge funds and large institutions have $14.3B invested in Valero Energy in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 390 increasing their positions, 415 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-219
Holders Change %
-18.01%
% of All Funds
22.02%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
92
Increased
390
Reduced
415
Closed
297
Calls
$183M
Puts
$205M
Net Calls
-$22.1M
Net Calls Change
-$77.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$325M
2
State Street
State Street
Massachusetts
$1.06B
3
BlackRock
BlackRock
New York
$1.57B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$139M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$84.1M
2
Boston Partners
Boston Partners
Massachusetts
$320M
3
MMH
Menora Mivtachim Holdings
Israel
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1201
Bison Wealth
Georgia
– -$237K -2,530 Closed
VCM
1202
Vivaldi Capital Management
Illinois
– -$237K -2,528 Closed
TCM
1203
Teza Capital Management
Illinois
– -$237K -2,526 Closed
SAM
1204
Stewart Asset Management
New York
– -$234K -2,500 Closed
CAAS
1205
Capital Asset Advisory Services
Michigan
– -$213K -2,496 Closed
EI
1206
Ethic Inc
New York
– -$233K -2,489 Closed
FA
1207
Fortis Advisors
Pennsylvania
– -$233K -2,488 Closed
PPP
1208
Private Portfolio Partners
New Jersey
– -$232K -2,477 Closed
RWP
1209
RWA Wealth Partners
Massachusetts
– -$232K -2,475 Closed
CMO
1210
Covenant Multifamily Offices
Texas
– -$273K -2,471 Closed
TU
1211
TDAM USA
Ontario, Canada
– -$230K -2,456 Closed
MFG
1212
MidWestOne Financial Group
Iowa
– -$226K -2,421 Closed
NEGWA
1213
New England Guild Wealth Advisors
Connecticut
– -$227K -2,420 Closed
FAM
1214
Formidable Asset Management
Ohio
– -$218K -2,412 Closed
JIM
1215
Jupiter Investment Management
United Kingdom
– -$225K -2,404 Closed
KFA
1216
Kays Financial Advisory
Georgia
– -$224K -2,393 Closed
CWA
1217
Clarus Wealth Advisors
Arizona
– -$227K -2,382 Closed
CFS
1218
CRA Financial Services
New Jersey
– -$223K -2,381 Closed
IC
1219
InterOcean Capital
Illinois
– -$222K -2,372 Closed
YIA
1220
YHB Investment Advisors
Connecticut
– -$222K -2,368 Closed
CA
1221
Calton & Associates
Florida
– -$221K -2,360 Closed
PFS
1222
Prospera Financial Services
Texas
– -$221K -2,359 Closed
ACI
1223
Alpha Cubed Investments
California
– -$221K -2,355 Closed
CP
1224
Camelot Portfolios
Ohio
– -$220K -2,346 Closed
WA
1225
WBH Advisory
Maryland
– -$219K -2,343 Closed
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