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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
Bessemer Group
476
Bessemer Group
New Jersey
$2.28M -$97.9K -674 -4%
Fisher Asset Management
477
Fisher Asset Management
Washington
$2.28M +$1.15M +7,942 +89%
FMC
478
First Merchants Corp
Indiana
$2.26M +$218K +1,500 +10%
CWM
479
Centric Wealth Management
Illinois
$2.24M +$84.9K +585 +4%
ACS
480
Archford Capital Strategies
Illinois
$2.22M +$52.9K +364 +2%
RCIM
481
Red Cedar Investment Management
Michigan
$2.21M -$737K -5,076 -24%
PA
482
Profund Advisors
Maryland
$2.21M -$143K -982 -6%
BIA
483
Beacon Investment Advisors
Maryland
$2.21M +$15.8K +109 +0.7%
NRG
484
Nemes Rush Group
Michigan
$2.21M -$36.7K -253 -2%
Brown Advisory
485
Brown Advisory
Maryland
$2.21M -$72.3K -498 -3%
RC
486
Roundview Capital
New Jersey
$2.2M +$83.2K +573 +4%
SG Americas Securities
487
SG Americas Securities
New York
$2.17M -$7.3M -50,256 -76%
NMERB
488
New Mexico Educational Retirement Board
New Mexico
$2.16M -$160K -1,100 -6%
ONB
489
Old National Bancorp
Indiana
$2.15M -$74.2K -511 -3%
HWM
490
HB Wealth Management
Georgia
$2.15M -$316K -2,174 -12%
IC
491
IEQ Capital
California
$2.14M +$676K +4,653 +41%
JCM
492
Jacobi Capital Management
Pennsylvania
$2.13M +$25.7K +177 +1%
BCV
493
Banque Cantonale Vaudoise
Switzerland
$2.13M -$599K -4,128 -21%
NIM
494
NEOS Investment Management
Connecticut
$2.12M +$472K +3,248 +26%
ACMA
495
Arbor Capital Management (Alaska)
Alaska
$2.12M -$135K -930 -6%
CC
496
Courier Capital
New York
$2.11M -$26.7K -184 -1%
XSC
497
X-Square Capital
Puerto Rico
$2.11M +$46.9K +323 +2%
VIM
498
Vinva Investment Management
Australia
$2.1M +$245K +1,685 +12%
BDS
499
Banco de Sabadell
Florida
$2.09M +$77.4K +533 +4%
AAG
500
Accordant Advisory Group
Maryland
$2.09M +$65K +448 +3%
18 19
20
21 22

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.