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Valero Energy
VLO

Overview Fund Activity

1,510 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 530 increasing their positions, 549 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,510
Holders Change
+74
Holders Change %
+5.15%
% of All Funds
21.89%
Holding in Top 10
29
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+123.08%
% of All Funds
0.42%
New
203
Increased
530
Reduced
549
Closed
103
Calls
$2B
Puts
$1.26B
Net Calls
+$740M
Net Calls Change
+$637M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$700M
2
Charles Schwab
Charles Schwab
California
$1.73B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$580M
4
UBS Group
UBS Group
Switzerland
$406M
5
Barclays
Barclays
United Kingdom
$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.47B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.53M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$55.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
$321M
5
Millennium Management
Millennium Management
New York
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1476
Trifecta Capital Advisors
Illinois
$4.95K – – –
FGAM
1477
Financial Gravity Asset Management
Texas
$4.54K +$4.03K +24 +800%
PA
1478
Pineridge Advisors
Missouri
$4.48K +$2.93K +17 +189%
B
1479
Birchbrook
Maine
$4.27K – – –
CAM
1480
ClariVest Asset Management
California
$4.08K +$340 +2 +9%
PCM
1481
Penserra Capital Management
California
$4K -$369K -2,492 -99%
CAL
1482
Capital Advisors Ltd
Ohio
$4K +$1.74K +10 +77%
DWA
1483
Delos Wealth Advisors
Texas
$3.59K +$3.59K +21 New
CWM
1484
Cedar Wealth Management
California
$3.58K – – –
PPWM
1485
PFG Private Wealth Management
Florida
$3.58K – – –
CTWM
1486
Cherry Tree Wealth Management
Minnesota
$3.41K – – –
MIM
1487
Macroview Investment Management
Maryland
$3.24K -$6.83K -40 -68%
HFS
1488
Hantz Financial Services
Michigan
$3K -$21.4K -121 -88%
JPWM
1489
Jamison Private Wealth Management
Georgia
$2.56K +$2.56K +15 New
TF
1490
Tompkins Financial
New York
$2.56K – – –
NECFA
1491
New England Capital Financial Advisors
Connecticut
$2.55K – – –
DF
1492
Dunhill Financial
United Kingdom
$2.33K -$2.82K -17 -55%
DCM
1493
Davis Capital Management
Florida
$2.07K – – –
CJ
1494
Caitlin John
Michigan
$2.06K -$171 -1 -8%
FFWA
1495
FRG Family Wealth Advisors
Washington
$1.92K +$1.92K +12 New
GFPC
1496
Global Financial Private Client
Florida
$1.9K – – –
FSWA
1497
Financial Synergies Wealth Advisors
Texas
$1.54K – – –
W
1498
WealthCollab
Washington
$1.37K – – –
RFG
1499
REAP Financial Group
Texas
$1.23K -$29.4K -167 -96%
PCM
1500
Perritt Capital Management
Illinois
$1.21K – – –
58 59
60
61 62