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Valero Energy
VLO

1,445 hedge funds and large institutions have $34.9B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 550 increasing their positions, 534 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $960M

3% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 534

0.41% more ownership

Funds ownership: 80.6% → 81% (+0.41%)

8% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 141

2% less funds holding

Funds holding: 1,469 → 1,445 (-24)

15% less capital invested

Capital invested by funds: $41.3B → $34.9B (-$6.37B)

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

Holders
1,445
Holders Change
-24
Holders Change %
-1.63%
% of All Funds
20.75%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
130
Increased
550
Reduced
534
Closed
141
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
2
IAIM
International Assets Investment Management
Florida
+$155M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$147M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$82.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$448M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$319M
4
UBS Group
UBS Group
Switzerland
-$212M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
326
Bell & Brown Wealth Advisors
California
$5.59M +$140K +967 +2%
NAM
327
Nissay Asset Management
Japan
$5.53M +$124K +856 +2%
FC
328
Fusion Capital
South Carolina
$5.51M +$240K +1,650 +4%
BMSSC
329
B. Metzler seel. Sohn & Co
Germany
$5.5M +$1.34M +9,222 +29%
ECM
330
Everence Capital Management
Indiana
$5.49M +$404K +2,780 +7%
VPIM
331
Vanguard Personalized Indexing Management
California
$5.46M +$285K +1,965 +5%
AWM
332
Avitas Wealth Management
California
$5.37M +$84.5K +582 +1%
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$5.36M -$358K -2,468 -6%
Daiwa Securities Group
334
Daiwa Securities Group
Japan
$5.36M +$556K +3,829 +11%
William Blair & Company
335
William Blair & Company
Illinois
$5.34M +$96K +661 +2%
BC
336
Burney Company
Virginia
$5.32M -$204K -1,405 -3%
SMDAM
337
Sumitomo Mitsui DS Asset Management
Japan
$5.31M +$83.2K +573 +1%
SA
338
swisspartners Advisors
Switzerland
$5.09M +$264K +1,820 +4%
TFS
339
Thoroughbred Financial Services
Tennessee
$5.04M +$34.1K +235 +0.6%
IWC
340
Integrated Wealth Concepts
Massachusetts
$5.03M +$374K +2,577 +7%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.03M -$1.2M -8,257 -18%
RIM
342
Redwood Investment Management
Arizona
$4.87M -$809K -5,575 -13%
FIA
343
Foundations Investment Advisors
Arizona
$4.86M +$478K +3,290 +10%
QC
344
Quadrature Capital
United Kingdom
$4.85M +$5.21M +35,904 New
NC
345
NewSquare Capital
Pennsylvania
$4.85M -$44.9K -309 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
346
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.81M -$20.8M -143,017 -80%
SEEDPG
347
S.E.E.D. Planning Group
New York
$4.79M -$105K -724 -2%
Janus Henderson Group
348
Janus Henderson Group
United Kingdom
$4.71M -$326K -2,247 -6%
WA
349
WP Advisors
California
$4.64M -$307K -2,115 -6%
TNB
350
Thomasville National Bank
Georgia
$4.57M +$19.3K +133 +0.4%
12 13
14
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VLO Hedge Fund Activity: Q3 2024 in Review

1,445 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2024, worth a combined $34.9B — down 15% from $41.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of VLO and 130 opened new positions — a net loss of 11 holders — while 534 trimmed existing stakes and 550 added.

The largest buyer was Wellington Management Group, adding an estimated $406M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,445 institutional investors held Valero Energy (VLO) as of Q3 2024, down from 1,469 in Q2 2024.
  • Funds reported $34.9B of Valero Energy stock for Q3 2024, down 15% quarter-over-quarter.
  • 130 funds opened new Valero Energy positions in Q3 2024 and 141 closed out, a net change of -11 holders.
  • The largest Valero Energy buyer in Q3 2024 was Wellington Management Group, an estimated $406M added.
  • The largest Valero Energy seller in Q3 2024 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2024.