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Valero Energy
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Overview Fund Activity

769 hedge funds and large institutions have $23.3B invested in Valero Energy in 2014 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
+28
Holders Change %
+3.78%
% of All Funds
22.23%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.92%
New
107
Increased
264
Reduced
301
Closed
68
Calls
$712M
Puts
$423M
Net Calls
+$290M
Net Calls Change
+$32.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$635M
2
AL
2
AJO LP
Pennsylvania
$302M
3
Boston Partners
3
Boston Partners
Massachusetts
$339M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$417M
5
DCM
5
Discovery Capital Management
Connecticut
$146M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$615M
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$644M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$549M
5
PHS
5
PFM Health Sciences
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
576
Ingalls & Snyder LLC
New York
$497K +$276K +5,200 +125%
Macquarie Group
577
Macquarie Group
Australia
$493K -$212K -4,000 -30%
SI
578
SII Investments
Wisconsin
$492K +$9.97K +208 +2%
PAG
579
Private Advisor Group
New Jersey
$490K +$1.96K +37 +0.4%
BA
580
Boston Advisors
Massachusetts
$489K +$489K +9,200 New
FIM
581
Freedom Investment Management
Connecticut
$485K +$43.1K +813 +10%
WSCM
582
Wellington Shields Capital Management
New York
$462K +$462K +8,700 New
SOAMC
583
Spirit of America Management Corp
New York
$462K +$462K +8,700 New
SM
584
Stratton Management
Pennsylvania
$457K – – –
1IA
585
1834 Investment Advisors
Wisconsin
$451K – – –
IIM
586
Intact Investment Management
Quebec, Canada
$446K – – –
MCM
587
Matarin Capital Management
New York
$446K +$446K +8,390 New
AAM
588
Azzad Asset Management
Virginia
$439K +$27K +509 +7%
RB
589
Rodgers Brothers
Pennsylvania
$425K – – –
SC
590
Savant Capital
Illinois
$416K -$7.28K -137 -2%
CCM
591
Catapult Capital Management
New York
$409K +$409K +7,698 New
FNT
592
First National Trust
Pennsylvania
$405K +$122K +2,301 +43%
PNC
593
Park National Corp
Ohio
$404K – – –
CAN
594
Cetera Advisor Networks
California
$400K +$55.7K +1,051 +16%
CA
595
Cornerstone Advisors
North Carolina
$398K – – –
OA
596
Oxbow Advisors
Texas
$396K +$53.1K +1,000 +15%
DADC
597
D.A. Davidson & Co
Montana
$381K -$17.8K -338 -4%
EFS
598
Essex Financial Services
Connecticut
$381K +$73.2K +1,380 +24%
FA
599
FDx Advisors
Illinois
$379K +$379K +7,129 New
VanEck Associates
600
VanEck Associates
New York
$377K -$159 -3 -0%
22 23
24
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