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Valero Energy
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Overview Fund Activity

1,436 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 508 increasing their positions, 542 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+72
Holders Change %
+5.28%
% of All Funds
21.05%
Holding in Top 10
13
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
197
Increased
508
Reduced
542
Closed
109
Calls
$1.05B
Puts
$946M
Net Calls
+$102M
Net Calls Change
+$35.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.28B
2
Barclays
2
Barclays
United Kingdom
$305M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$166M
4
Deutsche Bank
4
Deutsche Bank
Germany
$190M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$311M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.7B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$982M
3
State Street
3
State Street
Massachusetts
$2.96B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$290M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1401
Able Wealth Management
New Jersey
$4.25K +$4.25K +33 New
TSWM
1402
Tyler-Stone Wealth Management
Ohio
$4.03K +$4.03K +31 New
DF
1403
Dunhill Financial
United Kingdom
$4.03K +$4.03K +31 New
AW
1404
Avion Wealth
Texas
$4K -$571 -4 -13%
VNA
1405
Valley National Advisers
Pennsylvania
$4K +$2.5K +20 +167%
PCMC
1406
Planning Capital Management Corporation
Pennsylvania
$3.9K +$3.9K +30 New
TCA
1407
Trifecta Capital Advisors
Illinois
$3.77K – – –
SIS
1408
Strategic Investment Solutions
Illinois
$3.3K -$205K -1,550 -98%
B
1409
Birchbrook
Maine
$3.25K +$3.25K +25 New
CAM
1410
ClariVest Asset Management
California
$2.86K -$2.21K -17 -44%
PPWM
1411
PFG Private Wealth Management
Florida
$2.73K -$2.73K -21 -50%
CWM
1412
Cedar Wealth Management
California
$2.73K – – –
EBA
1413
Eagle Bay Advisors
New York
$2.73K – – –
RS
1414
Rakuten Securities
Japan
$2.73K +$2.73K +21 New
CTWM
1415
Cherry Tree Wealth Management
Minnesota
$2.6K – – –
TAM
1416
Tucker Asset Management
Colorado
$2.6K – – –
CAL
1417
Capital Advisors Ltd
Ohio
$2K – – –
TF
1418
Tompkins Financial
New York
$1.95K – – –
NECFA
1419
New England Capital Financial Advisors
Connecticut
$1.93K – – –
CJ
1420
Caitlin John
Michigan
$1.69K +$1.69K +13 New
TVAMP
1421
Tennessee Valley Asset Management Partners
Tennessee
$1.63K +$1.63K +13 New
DCM
1422
Davis Capital Management
Florida
$1.56K +$1.56K +12 New
GFPC
1423
Global Financial Private Client
Florida
$1.43K – – –
PA
1424
Pineridge Advisors
Missouri
$1.18K +$1.18K +9 New
CT
1425
Colonial Trust
South Carolina
$1.17K +$1.17K +9 New
55 56
57
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