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Valero Energy
VLO

Overview Fund Activity

1,080 hedge funds and large institutions have $32.2B invested in Valero Energy in 2017 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 339 increasing their positions, 429 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,080
Holders Change
+114
Holders Change %
+11.8%
% of All Funds
24.53%
Holding in Top 10
42
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+44.83%
% of All Funds
0.95%
New
180
Increased
339
Reduced
429
Closed
59
Calls
$652M
Puts
$1.02B
Net Calls
-$370M
Net Calls Change
-$151M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$453M
2
AAMU
Amundi Asset Management US
Massachusetts
+$303M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$126M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$106M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$60.6M

Top Sellers

1
AIG
American International Group
New York
-$673M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
3
Credit Agricole
Credit Agricole
France
-$289M
4
Ameriprise
Ameriprise
Minnesota
-$168M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
676
First Interstate Bank
Montana
$753K – – –
LFAS
677
Level Four Advisory Services
Texas
$751K +$12K +130 +2%
KIA
678
Kopp Investment Advisors
Minnesota
$750K +$22.3K +243 +3%
ACG
679
Allen Capital Group
Nebraska
$747K +$747K +8,127 New
LIC
680
Lodestar Investment Counsel
Illinois
$746K – – –
PL
681
Perpetual Ltd
Australia
$743K – – –
BCM
682
Bluefin Capital Management
New York
$735K +$735K +8,000 New
MGIA
683
Moneta Group Investment Advisors
Missouri
$730K -$368K -4,000 -33%
SIS
684
Sound Income Strategies
Florida
$724K +$724K +8,091 New
BRWA
685
B. Riley Wealth Advisors
Florida
$723K +$266K +2,893 +58%
CL
686
Choreo LLC
Illinois
$719K +$35.1K +382 +5%
BAM
687
Belpointe Asset Management
Nevada
$719K +$63.1K +687 +10%
Balyasny Asset Management
688
Balyasny Asset Management
Illinois
$710K +$710K +7,728 New
Arrowstreet Capital
689
Arrowstreet Capital
Massachusetts
$708K -$19.9M -216,900 -97%
TCM
690
Traynor Capital Management
Pennsylvania
$699K -$10.2K -111 -1%
Fuller & Thaler Asset Management
691
Fuller & Thaler Asset Management
California
$699K – – –
MNBTD
692
Moody National Bank Trust Division
Texas
$699K – – –
FCFC
693
First Commonwealth Financial Corp
Pennsylvania
$689K -$109K -1,185 -14%
LNWWM
694
Laird Norton Wetherby Wealth Management
California
$688K +$113K +1,232 +20%
APA
695
American Portfolios Advisors
New York
$688K +$688K +7,483 New
LWS
696
Lucia Wealth Services
California
$687K +$687K +7,477 New
BA
697
Ballew Advisors
Mississippi
$671K +$671K +7,300 New
VFA
698
Voya Financial Advisors
Connecticut
$669K -$12.5K -135 -2%
SJIM
699
St. Johns Investment Management
Florida
$669K -$4.5K -49 -0.7%
CTA
700
Chesley Taft & Associates
Illinois
$655K +$655K +7,125 New
26 27
28
29 30