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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 %
RFA
851
Reilly Financial Advisors
California
$5K – – –
GBBWRPM
852
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K – – –
AWM
853
AllSquare Wealth Management
New York
$5K – – –
PRS
854
Pinkerton Retirement Specialists
Idaho
$5K +$5K +89 New
AFIA
855
America First Investment Advisors
Nebraska
$5K +$5K +100 New
BC
856
Barnett & Company
Tennessee
$5K +$5K +100 New
PWM
857
Perigon Wealth Management
California
$5K +$5K +100 New
PCP
858
Proficio Capital Partners
Massachusetts
$4K – – –
IWC
859
Integrated Wealth Counsel
California
$4K +$4K +76 New
EWM
860
Edge Wealth Management
New York
$3K – – –
DPA
861
Delphi Private Advisors
California
$3K +$612 +10 +26%
TC
862
Towle & Co
Colorado
$3K +$3K +60 New
NR
863
Newfound Research
Massachusetts
$2K +$45 +1 +2%
LWA
864
Lowe Wealth Advisors
Maryland
$1K – – –
AA
865
AlphaMark Advisors
Kentucky
$1K – – –
WCM
866
Wealthcare Capital Management
Virginia
$1K – – –
NHFG
867
New Harbor Financial Group
Massachusetts
$1K – – –
SBL
868
Sargent Bickham Lagudis
Colorado
$60 +$23 +430 +61%
MLM
869
Mount Lucas Management
Pennsylvania
– -$11.5M -225,206 Closed
HI
870
HBK Investments
Texas
– -$8.59M -168,409 Closed
SCM
871
SIR Capital Management
New York
– -$8.52M -167,100 Closed
Voloridge Investment Management
872
Voloridge Investment Management
Florida
– -$7.22M -141,579 Closed
N
873
Natixis
France
– -$7.04M -138,074 Closed
WHG
874
Westwood Holdings Group
Texas
– -$6M -117,555 Closed
SFM
875
Signet Financial Management
New Jersey
– -$5.73M -112,330 Closed
33 34
35
36 37