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

Top Sellers

1
BlackRock
BlackRock
New York
$3.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$982M
3
State Street
State Street
Massachusetts
$2.96B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$290M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1501
Callan Capital
California
– -$240K -1,692 Closed
JCIA
1502
Jackson Creek Investment Advisors
Colorado
– -$238K -1,682 Closed
VA
1503
Valmark Advisers
Ohio
– -$231K -1,629 Closed
TCBWMS
1504
Texas Capital Bank Wealth Management Services
Texas
– -$228K -1,610 Closed
GCM
1505
Gallacher Capital Management
Colorado
– -$226K -1,595 Closed
DG
1506
DMC Group
Alabama
– -$225K -1,591 Closed
ABC
1507
Associated Banc-Corp
Wisconsin
– -$225K -1,589 Closed
MAM
1508
MMA Asset Management
Pennsylvania
– -$219K -1,548 Closed
DWM
1509
Dakota Wealth Management
Florida
– -$219K -1,543 Closed
CSIC
1510
Clifford Swan Investment Counsel
California
– -$218K -1,538 Closed
QC
1511
QCM Cayman
Texas
– -$217K -1,530 Closed
JWM
1512
Jeppson Wealth Management
California
– -$215K -1,520 Closed
ICP
1513
Interchange Capital Partners
Pennsylvania
– -$225K -1,516 Closed
KIG
1514
Kennedy Investment Group
New Jersey
– -$214K -1,509 Closed
WC
1515
Woodstock Corp
Massachusetts
– -$213K -1,501 Closed
MMG
1516
Monetary Management Group
Missouri
– -$213K -1,500 Closed
DGI
1517
Disciplined Growth Investors
Minnesota
– -$213K -1,500 Closed
OPPS
1518
Obsidian Personal Planning Solutions
Maryland
– -$213K -1,500 Closed
SIM
1519
SSI Investment Management
California
– -$212K -1,494 Closed
MC
1520
Maverick Capital
Texas
– -$206K -1,454 Closed
S
1521
SimplyRich
California
– -$203K -1,435 Closed
RFG
1522
Range Financial Group
Oregon
– -$202K -1,423 Closed
V
1523
VeraBank
Texas
– -$201K -1,417 Closed
HSA
1524
HBK Sorce Advisory
Pennsylvania
– -$200K -1,415 Closed
LAM
1525
L2 Asset Management
Massachusetts
– -$1.12M -1,355 Closed
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