VLO icon

Valero Energy
VLO

Overview Fund Activity

937 hedge funds and large institutions have $24.4B invested in Valero Energy in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 396 increasing their positions, 340 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.4%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
70
Increased
396
Reduced
340
Closed
59
Calls
$455M
Puts
$631M
Net Calls
-$176M
Net Calls Change
-$22.1M

Top Buyers

1
Credit Agricole
Credit Agricole
France
$196M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$713M
3
TIM
Thornburg Investment Management
New Mexico
$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$150M
5
BlackRock
BlackRock
New York
$2.65B

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$729M
2
AL
AJO LP
Pennsylvania
$212M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$443M
4
AQR Capital Management
AQR Capital Management
Connecticut
$126M
5
Lazard Asset Management
Lazard Asset Management
New York
$324K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
IAS
927
INR Advisory Services
Pennsylvania
$5K +$203 +3 +4%
PK
928
Pflug Koory
Nebraska
$4K – – –
FAM
929
Fred Alger Management
New York
$4K – – –
SFSIG
930
San Francisco Sentry Investment Group
California
$4K +$4K +61 New
EWM
931
Edge Wealth Management
New York
$3K – – –
AIS
932
Accurate Investment Solutions
Pennsylvania
$3K +$3K +48 New
MLFP
933
MPS Loria Financial Planners
Illinois
$3K +$3K +48 New
CMBA
934
C.M. Bidwell & Associates
Hawaii
$2K -$3.58M -59,052 -100%
NR
935
Newfound Research
Massachusetts
$2K -$167 -3 -8%
LWA
936
Lowe Wealth Advisors
Maryland
$2K – – –
IWM
937
IHT Wealth Management
Illinois
$1.06K -$62 -153 -6%
WCM
938
Wealthcare Capital Management
Virginia
$1K – – –
PWAG
939
Polaris Wealth Advisory Group
California
– -$18.2M -274,794 Closed
SCM
940
SIR Capital Management
New York
– -$16.7M -251,964 Closed
PC
941
Precocity Capital
Connecticut
– -$13.3M -200,000 Closed
Two Sigma Investments
942
Two Sigma Investments
New York
– -$10.2M -154,551 Closed
CC
943
Carlson Capital
Texas
– -$9.75M -147,132 Closed
SM
944
Seminole Management
New York
– -$8.16M -123,073 Closed
MME
945
Meag Munich Ergo
Germany
– -$5.7M -86,325 Closed
Capital Fund Management (CFM)
946
Capital Fund Management (CFM)
France
– -$4.79M -72,224 Closed
Squarepoint
947
Squarepoint
New York
– -$4.74M -71,469 Closed
SFFS
948
Stonehage Fleming Financial Services
Jersey
– -$3M -45,200 Closed
MC
949
Maverick Capital
Texas
– -$2.79M -42,030 Closed
HIM
950
Hanlon Investment Management
New Jersey
– -$2.64M -39,829 Closed
36 37
38
39 40