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Valero Energy

1,386 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
+67
Holders Change %
+5.08%
% of All Funds
22.19%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
169
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
1426
Meridian Wealth Advisors
Texas
-$300K -2,362 Closed
SCM
1427
Stevens Capital Management
Pennsylvania
-$298K -2,347 Closed
SWMG
1428
Signature Wealth Management Group
Georgia
-$290K -2,285 Closed
MCC
1429
Money Concepts Capital
Florida
-$281K -2,217 Closed
WPW
1430
Warther Private Wealth
Ohio
-$273K -2,154 Closed
SWM
1431
SFG Wealth Management
Maryland
-$272K -2,143 Closed
TCWM
1432
Total Clarity Wealth Management
Illinois
-$255K -2,013 Closed
GI
1433
GAMCO Investors
Connecticut
-$247K -1,947 Closed
LFGH
1434
Lee Financial Group Hawaii
Hawaii
-$240K -1,891 Closed
CWM
1435
Catalyst Wealth Management
Georgia
-$237K -1,872 Closed
LGA
1436
Lebenthal Global Advisors
New York
-$224K -1,765 Closed
D
1437
Diversified
Delaware
-$217K -1,710 Closed
IF
1438
Intrua Financial
Texas
-$231K -1,665 Closed
TDC
1439
Thompson Davis & Co
Virginia
-$209K -1,650 Closed
CWM
1440
Centric Wealth Management
Illinois
-$206K -1,626 Closed
BW
1441
Bison Wealth
Georgia
-$228K -1,623 Closed
KBFS
1442
Kohmann Bosshard Financial Services
Ohio
-$201K -1,586 Closed
AWM
1443
Activest Wealth Management
Florida
-$138K -1,111 Closed
CMF
1444
Counterpoint Mutual Funds
California
-$123K -969 Closed
CIA
1445
Capital Impact Advisors
Massachusetts
-$75K -591 Closed
ZIG
1446
Zullo Investment Group
Pennsylvania
-$61.2K -483 Closed
WOSD
1447
WFA of San Diego
California
-$43.5K -343 Closed
PWM
1448
Prosperity Wealth Management
California
-$22.8K -180 Closed
MIFH
1449
Migdal Insurance & Financial Holdings
Israel
-$22K -172 Closed
CA
1450
Corrado Advisors
New Jersey
-$20.4K -161 Closed