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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
+$213M
2
JIM
Jupiter Investment Management
United Kingdom
+$87.6M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$72.3M
4
JHIU
Janus Henderson Investors US
Colorado
+$56.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$50M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$383M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$377M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$178M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$146M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
726
Point72 Hong Kong
Hong Kong
$151K +$128K +2,500 +554%
FMLI
727
Fukoku Mutual Life Insurance
Japan
$143K – – –
OC
728
Oakworth Capital
Alabama
$142K – – –
BC
729
Brookfield Corp
Ontario, Canada
$140K -$66.4K -1,300 -32%
ARMT
730
Amica Retiree Medical Trust
Rhode Island
$137K +$137K +2,685 New
SC
731
SRB Corp
Massachusetts
$131K +$8.17K +160 +7%
MSFP
732
Mark Sheptoff Financial Planning
Connecticut
$128K -$4.3K -84 -3%
AAC
733
Asset Advisors Corp
Georgia
$128K – – –
VCM
734
Versant Capital Management
Arizona
$126K -$1.72K -34 -1%
NCMG
735
NCM Capital Management Group
North Carolina
$122K -$5.08K -100 -4%
SNT
736
Security National Trust
West Virginia
$119K +$5.43K +107 +5%
TWMP
737
Taylor Wealth Management Partners
Massachusetts
$113K – – –
AIM
738
Acrospire Investment Management
Illinois
$112K -$122K -2,400 -52%
FA
739
Friess Associates
Delaware
$109K – – –
PMFA
740
Plante Moran Financial Advisors
Michigan
$105K +$34.5K +680 +49%
Lazard Asset Management
741
Lazard Asset Management
New York
$103K -$196K -3,881 -66%
SIG
742
Schooner Investment Group
Pennsylvania
$103K – – –
CAM
743
ClariVest Asset Management
California
$100K -$12.7M -247,270 -99%
Twin Tree Management
744
Twin Tree Management
Texas
$94K +$94K +1,837 New
TWA
745
TCI Wealth Advisors
Arizona
$91K -$15K -295 -14%
M
746
MOTCO
Texas
$91K – – –
MCM
747
Manchester Capital Management
Vermont
$91K – – –
GLI
748
Guardian Life Insurance
New York
$90K -$867 -17 -1%
HHC
749
Hutchin Hill Capital
New York
$82K -$728K -14,200 -90%
WA
750
WFG Advisors
Texas
$81K -$87.1K -1,705 -52%
28 29
30
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