We are live on ! Find out more
VLO icon

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
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$290M -$8.35M -57,537 -3%
Legal & General Group
27
Legal & General Group
United Kingdom
$273M -$7.9M -54,385 -3%
Allianz Asset Management
28
Allianz Asset Management
Germany
$266M +$2M +13,786 +0.7%
JP Morgan Chase
29
JP Morgan Chase
New York
$266M +$12.6M +87,006 +5%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$214M -$5.41M -37,226 -2%
LSV Asset Management
31
LSV Asset Management
Illinois
$213M -$6.1M -41,995 -3%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$175M +$3.28M +22,571 +2%
Deutsche Bank
33
Deutsche Bank
Germany
$158M -$43.8M -301,445 -20%
Citigroup
34
Citigroup
New York
$147M +$74.9M +515,904 +90%
UBS Group
35
UBS Group
Switzerland
$137M -$212M -1,462,738 -59%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$137M +$147M +1,014,735 New
A
37
AustralianSuper
Australia
$134M +$680K +4,686 +0.5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$131M -$697K -4,800 -0.5%
National Pension Service
39
National Pension Service
South Korea
$125M +$5.4M +37,160 +4%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$123M -$33.8M -233,061 -20%
Victory Capital Management
41
Victory Capital Management
Texas
$120M -$9.79M -67,394 -7%
Wells Fargo
42
Wells Fargo
California
$118M -$4.52M -31,129 -3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$115M -$101M -694,935 -45%
RJA
44
Raymond James & Associates
Florida
$110M +$7.24M +49,884 +7%
HNB
45
Huntington National Bank
Ohio
$105M +$1.81M +12,462 +2%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$104M +$111M +766,778 +275,819%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$102M -$2.6M -17,892 -2%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.5M -$2.13M -14,670 -2%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$95.2M +$33.1M +227,801 +48%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$91.3M +$470K +3,237 +0.5%
1
2
3 4 5

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.