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Valero Energy
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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 %
RGIA
801
Rainier Group Investment Advisory
Washington
$350K – – –
MMH
802
Menora Mivtachim Holdings
Israel
$349K – – –
FLI
803
Family Legacy Inc
South Carolina
$349K +$349K +3,795 New
CF
804
Copperwynd Financial
Arizona
$342K +$342K +3,718 New
FWM
805
Focused Wealth Management
New York
$339K +$303K +3,300 +842%
NA
806
NewEdge Advisors
Louisiana
$335K -$3.96K -42 -1%
SBH
807
Segall Bryant & Hamill
Illinois
$330K +$36.8K +400 +13%
LNC
808
Lincoln National Corp
Pennsylvania
$330K +$330K +3,595 New
PNC
809
Park National Corp
Ohio
$329K -$48.2K -525 -13%
STMM
810
South Texas Money Management
Texas
$328K -$18.9K -206 -5%
DCM
811
Donaldson Capital Management
Indiana
$325K +$325K +3,535 New
CAM
812
Cypress Asset Management
Texas
$324K -$72.5K -788 -18%
OA
813
Oxbow Advisors
Texas
$324K +$6.88K +75 +2%
WCF
814
West Coast Financial
California
$322K -$110K -1,200 -26%
BWM
815
Buckley Wealth Management
Nevada
$321K +$321K +3,496 New
YIA
816
YHB Investment Advisors
Connecticut
$319K – – –
BLA
817
Balter Liquid Alternatives
Massachusetts
$318K -$25.2K -274 -7%
BW
818
Bison Wealth
Georgia
$315K – – –
BAS
819
Brown Advisory Securities
Maryland
$314K -$37.8K -412 -11%
EWA
820
Exencial Wealth Advisors
Oklahoma
$314K -$22.2K -242 -7%
DWT
821
Dorsey & Whitney Trust
South Dakota
$314K – – –
BA
822
Bristol Advisors
Pennsylvania
$312K +$312K +3,400 New
JIP
823
Jaffetilchin Investment Partners
Florida
$310K -$322K -3,497 -51%
PAS
824
Park Avenue Securities
New York
$310K +$63.3K +681 +26%
PTC
825
Private Trust Company
Ohio
$308K +$308K +3,359 New
31 32
33
34 35