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Valero Energy
VLO

Overview Fund Activity

773 hedge funds and large institutions have $23.7B invested in Valero Energy in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 275 increasing their positions, 328 reducing their positions, and 84 closing their positions.

Holders
773
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
20.63%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.77%
New
95
Increased
275
Reduced
328
Closed
84
Calls
$712M
Puts
$756M
Net Calls
-$44.5M
Net Calls Change
+$42M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$445M
2
APG Asset Management
2
APG Asset Management
Netherlands
$308M
3
VanEck Associates
3
VanEck Associates
New York
$114M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$128M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$611M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$8.94M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.1M
4
FTCM
4
Fir Tree Capital Management
New York
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$357M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
751
Wallington Asset Management
Indiana
$5K – – –
AWM
752
AllSquare Wealth Management
New York
$5K +$5K +100 New
BKA
753
Brick & Kyle Associates
Pennsylvania
$5K +$5K +100 New
WOC
754
West Oak Capital
California
$4.36K – – –
TIM
755
Tortoise Investment Management
New York
$4K -$20.1K -417 -83%
FWM
756
Focused Wealth Management
New York
$4K +$45 +1 +1%
BPM
757
Bowling Portfolio Management
Ohio
$3.04K -$1.94K -39,178 -39%
RIA
758
Regal Investment Advisors
Michigan
$3K -$15.6K -349 -84%
LWM
759
LBA Wealth Management
Florida
$3K – – –
TF
760
Tompkins Financial
New York
$3K – – –
HCC
761
Hirtle Callaghan & Co
Pennsylvania
$3K +$294 +5 +11%
WIL
762
Winifred I. Li
$3K +$1.98K +41 +195%
FTC
763
Farmers Trust Company
Ohio
$2.87K -$2.85M -56,598 -100%
SEC
764
Seven Eight Capital
New York
$2K -$1.65M -27,202 -100%
AA
765
AlphaMark Advisors
Kentucky
$2K -$2K -36 -50%
GI
766
Gradient Investments
Minnesota
$2K – – –
EWM
767
Edge Wealth Management
New York
$2K – – –
TFO
768
Tarbox Family Office
California
$2K +$591 +13 +42%
CAW
769
Cornerstone Advisors (Washington)
Washington
$2K +$2K +32 New
NHFG
770
New Harbor Financial Group
Massachusetts
$2K +$2K +34 New
WF
771
WealthTrust Fairport
Ohio
$1K – – –
BCMIO
772
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
LWA
773
Lowe Wealth Advisors
Maryland
$1K +$1K +25 New
BRWA
774
B. Riley Wealth Advisors
Florida
$135 +$135 +2,725 New
FTCM
775
Fir Tree Capital Management
New York
– -$106M -2,298,000 Closed
29 30
31
32 33