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Valero Energy
VLO

Overview Fund Activity

863 hedge funds and large institutions have $18.7B invested in Valero Energy in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 344 increasing their positions, 335 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
-18
Holders Change %
-2.04%
% of All Funds
23.06%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.32%
New
83
Increased
344
Reduced
335
Closed
92
Calls
$292M
Puts
$529M
Net Calls
-$237M
Net Calls Change
-$278M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$383M
2
JIM
Jupiter Investment Management
United Kingdom
$92.3M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$251M
4
JHIU
Janus Henderson Investors US
Colorado
$188M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$176M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$162M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$8.19M
3
Allianz Asset Management
Allianz Asset Management
Germany
$190M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$295K
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
501
New England Investment & Retirement Group
Massachusetts
$842K -$1.58M -30,948 -65%
RWM
502
RKL Wealth Management
Pennsylvania
$839K +$839K +15,615 New
AIP
503
Ameritas Investment Partners
Nebraska
$833K +$13.8K +270 +2%
LIA
504
LS Investment Advisors
Michigan
$829K +$56.2K +1,103 +7%
Bessemer Group
505
Bessemer Group
New Jersey
$824K -$545K -10,690 -40%
CPIM
506
Columbia Partners Investment Management
Virginia
$823K -$9.68K -190 -1%
CWM
507
Concert Wealth Management
California
$816K +$315K +6,147 +63%
PVWM
508
Point View Wealth Management
New Jersey
$813K – – –
AP
509
AHL Partners
United Kingdom
$802K +$292K +5,731 +57%
SFWA
510
Summit Financial Wealth Advisors
Louisiana
$787K +$787K +15,425 New
CG
511
Cutler Group
California
$787K +$787K +15,448 New
FWIA
512
Fort Washington Investment Advisors
Ohio
$784K – – –
DSI
513
Daiwa SB Investments
Japan
$779K -$213K -4,160 -21%
SAMNY
514
Samsung Asset Management (New York)
New York
$774K -$743K -14,570 -49%
ST
515
Sentinel Trust
Texas
$770K +$770K +15,100 New
Fuller & Thaler Asset Management
516
Fuller & Thaler Asset Management
California
$765K – – –
ECM
517
Everence Capital Management
Indiana
$765K +$765K +15,000 New
Thrivent Financial for Lutherans
518
Thrivent Financial for Lutherans
Minnesota
$757K +$36.6K +720 +5%
ZCM
519
Zebra Capital Management
Connecticut
$756K +$756K +14,822 New
VanEck Associates
520
VanEck Associates
New York
$754K -$121M -2,369,834 -99%
CIBC Private Wealth Group
521
CIBC Private Wealth Group
Georgia
$750K +$181K +3,549 +32%
PFP
522
Pinnacle Financial Partners
Tennessee
$747K +$50.3K +1,004 +7%
AssetMark Inc
523
AssetMark Inc
California
$735K +$574K +11,254 +356%
LOAME
524
Lombard Odier Asset Management (Europe)
United Kingdom
$725K +$725K +14,217 New
AWM
525
Altavista Wealth Management
North Carolina
$721K +$721K +14,133 New
19 20
21
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