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Valero Energy
VLO

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.

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
Viking Global Investors
2
Viking Global Investors
Connecticut
$644M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$549M
4
PHS
4
PFM Health Sciences
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$483M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
676
WFG Advisors
Texas
$150K 2,818 -1,835 -39%
Victory Capital Management
677
Victory Capital Management
Texas
$147K 2,760 +230 +9%
DA
678
Dunvegan Associates
California
$143K 2,688 +2,688 New
NYLT
679
New York Life Trust
New York
$139K 2,614 +2,614 New
AIA
680
AGF Investments America
Ontario, Canada
$138K 2,600 – –
M
681
MOTCO
Texas
$137K 2,572 – –
AAC
682
Asset Advisors Corp
Georgia
$133K 2,500 – –
SAMC
683
Shinko Asset Management Company
Japan
$122K 2,293 -207 -8%
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$122K 2,300 +2,300 New
HR
685
Howe & Rusling
New York
$120K 2,252 +1,835 +440%
MCM
686
Manchester Capital Management
Vermont
$119K 2,241 +200 +10%
FA
687
Friess Associates
Delaware
$112K 2,100 – –
SF
688
Synovus Financial
Georgia
$112K 2,111 +1,003 +91%
BRWA
689
B. Riley Wealth Advisors
Florida
$109K 2,050 -1,638 -44%
EWM
690
Evercore Wealth Management
New York
$92K 1,712 +962 +128%
WTC
691
WhitTier Trust Company
Nevada
$87K 1,641 – –
PTC
692
Private Trust Company
Ohio
$78K 1,470 +331 +29%
AR
693
Advisory Research
Illinois
$76K 1,435 +1,435 New
WEC
694
Winslow Evans & Crocker
Massachusetts
$73.1K 1,376 -100 -7%
TFA
695
Transamerica Financial Advisors
Florida
$72K 1,340 – –
ECM
696
ETrade Capital Management
Virginia
$71K 1,343 +1,096 +444%
ClearBridge Investments
697
ClearBridge Investments
New York
$69K 1,302 +112 +9%
M&T Bank
698
M&T Bank
New York
$64K 1,200 +1,000 +500%
WA
699
WealthTrust-Arizona
Arizona
$59K 1,114 – –
HMS
700
Hanseatic Management Services
New Mexico
$53.1K 2,820 -25,147 -90%
26 27
28
29 30