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Valero Energy
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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
1
Fidelity Investments
Massachusetts
$882M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$303M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$308M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$164M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.1B

Top Sellers

1
AIG
1
American International Group
New York
$18.4M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
Credit Agricole
3
Credit Agricole
France
$5.48M
4
Ameriprise
4
Ameriprise
Minnesota
$869M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$808M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1051
Isthmus Partners
Wisconsin
$7K – – –
BCI
1052
Brinker Capital Investments
Pennsylvania
$7K +$4.24K +46 +153%
DOA
1053
D'Orazio & Associates
Virginia
$7K +$7K +79 New
OPWM
1054
Oak Point Wealth Management
Michigan
$7K +$7K +86 New
WOC
1055
West Oak Capital
California
$6.43K -$2.76K -30 -30%
FMA
1056
FNY Managed Accounts
New York
$6K -$45.8K -527 -88%
IP
1057
Intellectus Partners
California
$6K – – –
AFNAS
1058
American Financial Network Advisory Services
California
$6K – – –
FAM
1059
Fred Alger Management
New York
$6K – – –
ADL
1060
Asset Dedication LLC
California
$6K +$2.07K +21 +53%
MPPLM
1061
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6K +$6K +64 New
PK
1062
Pflug Koory
Nebraska
$5K – – –
LWCFA
1063
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
AWM
1064
Avior Wealth Management
Nebraska
$5K +$2.98K +31 +148%
PFA
1065
Pathway Financial Advisors
Vermont
$5K +$5K +50 New
CFN
1066
Cordasco Financial Network
Florida
$5K +$5K +52 New
TIM
1067
Tortoise Investment Management
New York
$5K +$5K +59 New
EWM
1068
Edge Wealth Management
New York
$4K – – –
SWP
1069
Strategic Wealth Partners
Ohio
$4K +$4K +42 New
NR
1070
Newfound Research
Massachusetts
$3K -$83 -1 -3%
PO
1071
Private Ocean
California
$3K +$3K +30 New
CAM
1072
Chandler Asset Management
California
$3K +$3K +30 New
VCM
1073
Virtue Capital Management
Tennessee
$3K +$3K +36 New
LWA
1074
Lowe Wealth Advisors
Maryland
$2K – – –
OFW
1075
Omnia Family Wealth
Florida
$2K – – –
41 42
43
44 45