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Valero Energy
VLO

Overview Fund Activity

1,073 hedge funds and large institutions have $24.4B invested in Valero Energy in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 391 increasing their positions, 421 reducing their positions, and 202 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
-78
Holders Change %
-6.78%
% of All Funds
23.95%
Holding in Top 10
11
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-63.33%
% of All Funds
0.25%
New
135
Increased
391
Reduced
421
Closed
202
Calls
$523M
Puts
$531M
Net Calls
-$7.98M
Net Calls Change
+$303M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$131M
2
Capital World Investors
Capital World Investors
California
+$127M
3
Deutsche Bank
Deutsche Bank
Germany
+$103M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$96.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$91.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$143M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$118M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$101M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
876
Human Investing
Oregon
$140K +$140K +1,868 New
NFG
877
Next Financial Group
Texas
$135K +$94.2K +1,258 +231%
PWMG
878
Prestige Wealth Management Group
New Jersey
$135K +$135K +1,797 New
PFBT
879
Parkside Financial Bank & Trust
Missouri
$134K +$57.3K +761 +75%
BFC
880
Bedel Financial Consulting
Indiana
$132K +$3.76K +50 +3%
SMFS
881
Squar Milner Financial Services
California
$131K -$1.5K -20 -1%
ST
882
Smithfield Trust
Pennsylvania
$128K -$35.7K -477 -22%
FPFS
883
First Personal Financial Services
North Carolina
$127K – – –
POIA
884
Pin Oak Investment Advisors
Texas
$122K -$71.1K -950 -37%
WA
885
WealthTrust-Arizona
Arizona
$120K +$150 +2 +0.1%
Carson Wealth (CWM LLC)
886
Carson Wealth (CWM LLC)
Nebraska
$120K +$15.6K +209 +15%
CA
887
Claro Advisors
Massachusetts
$119K +$119K +1,050 New
KCM
888
Karp Capital Management
California
$119K +$119K +1,591 New
LPWM
889
Lake Point Wealth Management
Texas
$117K +$117K +1,562 New
PG
890
Proffitt & Goodson
Tennessee
$116K -$227K -3,035 -66%
FANJ
891
Financial Architects (New Jersey)
New Jersey
$113K -$5.64K -75 -5%
PHK
892
Point72 Hong Kong
Hong Kong
$110K +$110K +1,462 New
CLOS
893
Compagnie Lombard Odier SCmA
Switzerland
$105K -$47.6K -640 -31%
RWA
894
River Wealth Advisors
Pennsylvania
$104K -$69.6K -929 -40%
NWM
895
Northwest Wealth Management
Iowa
$99K +$2.7K +36 +3%
VFA
896
Valeo Financial Advisors
Indiana
$95K -$1.72K -23 -2%
CHP
897
Cable Hill Partners
Oregon
$94K – – –
GLI
898
Guardian Life Insurance
New York
$91K +$301 +4 +0.3%
PVH
899
Psagot Value Holdings
Israel
$91K +$91K +1,220 New
IBOK
900
Independence Bank of Kentucky
Kentucky
$90K – – –
34 35
36
37 38