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Valero Energy
VLO

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 %
CCM
901
Covington Capital Management
California
$204K -$18.5K -201 -8%
SWA
902
SFMG Wealth Advisors
Texas
$203K +$203K +2,204 New
RM
903
Resource Management
Louisiana
$203K +$203K +2,269 New
HWA
904
Heritage Wealth Advisors
Virginia
$202K +$202K +2,200 New
MCM
905
Murphy Capital Management
New Jersey
$202K +$202K +2,200 New
HSA
906
HBK Sorce Advisory
Pennsylvania
$201K +$201K +2,187 New
ACI
907
Alpha Cubed Investments
California
$201K +$201K +2,189 New
AAP
908
Arax Advisory Partners
Colorado
$200K +$1.01K +11 +0.5%
II
909
Inspire Investing
Idaho
$196K +$196K +2,129 New
KTM
910
Keeler Thomas Management
Utah
$195K +$195K +2,123 New
MCM
911
Manchester Capital Management
Vermont
$191K – – –
STA
912
Summit Trail Advisors
New York
$185K +$185K +1,917 New
BCM
913
Brasada Capital Management
Texas
$184K +$184K +2,000 New
POIA
914
Pin Oak Investment Advisors
Texas
$184K +$184K +2,005 New
CPIG
915
Chicago Partners Investment Group
Illinois
$171K – – –
EA
916
Edge Advisors
Georgia
$163K -$6.86K -75 -4%
FPFS
917
First Personal Financial Services
North Carolina
$153K – – –
HFM
918
Harvest Fund Management
China
$135K +$135K +1,468 New
GLI
919
Guardian Life Insurance
New York
$131K +$38.4K +419 +41%
AIM
920
Advantage Investment Management
Iowa
$127K -$157K -1,707 -55%
VFA
921
Valeo Financial Advisors
Indiana
$127K +$10.8K +118 +9%
SP
922
SWS Partners
Ohio
$127K +$127K +1,385 New
AIL
923
AGF Investments LLC
Ontario, Canada
$125K -$30.1K -323 -19%
MFW
924
Mosaic Family Wealth
Missouri
$122K -$695K -7,571 -85%
TWMP
925
Taylor Wealth Management Partners
Massachusetts
$122K – – –
35 36
37
38 39