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Valero Energy
VLO

Overview Fund Activity

867 hedge funds and large institutions have $18.8B invested in Valero Energy in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 326 increasing their positions, 341 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
+4
Holders Change %
+0.46%
% of All Funds
23.17%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
83
Increased
326
Reduced
341
Closed
68
Calls
$397M
Puts
$468M
Net Calls
-$71.1M
Net Calls Change
+$166M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$610M
2
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$109M
3
APG Asset Management
APG Asset Management
Netherlands
$301M
4
KBC Group
KBC Group
Belgium
$109M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$465M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$58.5M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$98.4M
3
JHIU
Janus Henderson Investors US
Colorado
$73.4M
4
Boston Partners
Boston Partners
Massachusetts
$4.35M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
826
Carroll Financial Associates
North Carolina
$16K – – –
ACS
827
Archford Capital Strategies
Illinois
$15K – – –
KTC
828
Kistler-Tiffany Companies
Pennsylvania
$15K +$106 +2 +0.7%
WAS
829
Winch Advisory Services
Wisconsin
$15K +$162 +3 +1%
DSC
830
Duncker Streett & Co
Missouri
$13K – – –
TC
831
Trust Company
Kansas
$13K – – –
BL
832
Balentine LLC
Georgia
$13K +$54 +1 +0.4%
GWS
833
Glassman Wealth Services
Virginia
$13K +$2.52K +48 +24%
TCM
834
Tradewinds Capital Management
Washington
$12K – – –
VNA
835
Valley National Advisers
Pennsylvania
$11K – – –
MCA
836
Mercer Capital Advisers
New Jersey
$11K – – –
LCM
837
Liberty Capital Management
Michigan
$11K +$11K +200 New
TF
838
Tompkins Financial
New York
$10K – – –
HR
839
Howe & Rusling
New York
$9K – – –
NSIM
840
North Star Investment Management
Illinois
$8K -$27.2K -510 -77%
HFM
841
Hartford Financial Management
Connecticut
$8K – – –
JWA
842
JFS Wealth Advisors
Pennsylvania
$8K – – –
GWA
843
Guidant Wealth Advisors
Illinois
$8K +$8K +150 New
EWM
844
Endurance Wealth Management
Rhode Island
$7K – – –
RBC
845
Roble Belko & Company
Pennsylvania
$6K – – –
MUS
846
Mitsubishi UFJ Securities
Japan
$6K – – –
CHP
847
Cable Hill Partners
Oregon
$6K – – –
AF
848
Allworth Financial
California
$6K +$52 +1 +0.9%
TFO
849
Tarbox Family Office
California
$5K -$4.71K -82 -49%
PFSC
850
Peoples Financial Services Corp
Pennsylvania
$5K -$2.6K -52 -34%
32 33
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