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Valero Energy
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Overview Fund Activity

1,431 hedge funds and large institutions have $34.2B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 542 increasing their positions, 530 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,431
Holders Change
-25
Holders Change %
-1.72%
% of All Funds
20.7%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
131
Increased
542
Reduced
530
Closed
142
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$385M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$137M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$104M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.2M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$484M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$741M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.02M
3
BlackRock
3
BlackRock
New York
$3.33B
4
UBS Group
4
UBS Group
Switzerland
$137M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1501
Hengehold Capital Management
Ohio
– -$247K -1,576 Closed
NFP
1502
Narus Financial Partners
Utah
– -$239K -1,525 Closed
CMBA
1503
C.M. Bidwell & Associates
Hawaii
– -$239K -1,523 Closed
KA
1504
Kovack Advisors
Florida
– -$238K -1,515 Closed
CSA
1505
Cottage Street Advisors
Massachusetts
– -$237K -1,509 Closed
BTWM
1506
Baker Tilly Wealth Management
Wisconsin
– -$236K -1,506 Closed
OPPS
1507
Obsidian Personal Planning Solutions
Maryland
– -$235K -1,500 Closed
MIS
1508
Morningstar Investment Services
Illinois
– -$227K -1,476 Closed
SIM
1509
SSI Investment Management
California
– -$231K -1,474 Closed
EL
1510
EWA LLC
Pennsylvania
– -$213K -1,454 Closed
PA
1511
PFG Advisors
Arizona
– -$228K -1,454 Closed
GWM
1512
GSB Wealth Management
Connecticut
– -$227K -1,451 Closed
SWM
1513
Shelton Wealth Management
Texas
– -$227K -1,451 Closed
BFA
1514
Beacon Financial Advisory
Ohio
– -$227K -1,447 Closed
S
1515
SimplyRich
California
– -$224K -1,435 Closed
RIA
1516
Regal Investment Advisors
Michigan
– -$223K -1,421 Closed
VA
1517
Valmark Advisers
Ohio
– -$221K -1,412 Closed
CC
1518
Corton Capital
Ontario, Canada
– -$220K -1,406 Closed
SWM
1519
Stockman Wealth Management
Montana
– -$220K -1,402 Closed
OFS
1520
Orrstown Financial Services
Pennsylvania
– -$219K -1,399 Closed
WPW
1521
Waldron Private Wealth
Pennsylvania
– -$219K -1,397 Closed
HP
1522
Holistic Planning
Texas
– -$238K -1,394 Closed
SIM
1523
Stratos Investment Management
Ohio
– -$219K -1,394 Closed
CAM
1524
Cozad Asset Management
Illinois
– -$218K -1,391 Closed
KA
1525
Kercheville Advisors
Texas
– -$217K -1,382 Closed
59 60
61
62 63