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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
BTC
501
Bank & Trust Company
Illinois
$2.08M +$2.03K +14 +0.1%
AC
502
AXQ Capital
New Jersey
$2.08M +$2.23M +15,384 New
SEC
503
Seven Eight Capital
New York
$2.08M +$2.23M +15,371 New
SSB
504
Sandy Spring Bank
Maryland
$2.05M +$24.5K +169 +1%
UA
505
Unison Advisors
District of Columbia
$2.04M +$15.5K +107 +0.7%
JFG
506
Jefferies Financial Group
New York
$2.04M -$4.48M -30,859 -67%
PAS
507
Park Avenue Securities
New York
$2.02M -$341K -2,351 -14%
OCM
508
Orleans Capital Management
Louisiana
$2.02M -$29K -200 -1%
FTDI
509
First Trust Direct Indexing
Massachusetts
$2.01M -$76.5K -527 -3%
RJT
510
Raymond James Trust
Florida
$1.99M +$187K +1,285 +10%
CT
511
Caldwell Trust
Florida
$1.99M -$77.5K -534 -3%
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$1.99M -$75.5K -520 -3%
MIM
513
Moseley Investment Management
Florida
$1.98M +$85.7K +590 +4%
VA
514
Vident Advisory
Georgia
$1.97M +$87K +599 +4%
FM
515
Family Management
New York
$1.97M +$2.11M +14,559 New
TFP
516
Tilia Fiduciary Partners
North Carolina
$1.97M +$2.11M +14,553 New
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$1.94M -$554K -3,813 -21%
UCFA
518
United Capital Financial Advisors
Texas
$1.93M +$5.66K +39 +0.3%
IGAM
519
iA Global Asset Management
Quebec, Canada
$1.93M -$1.21M -8,314 -37%
HDIM
520
Hanson & Doremus Investment Management
Vermont
$1.93M -$243K -1,673 -10%
IAA
521
Independent Advisor Alliance
North Carolina
$1.93M -$156K -1,077 -7%
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$1.91M +$17.6K +121 +0.9%
AIM
523
Aquila Investment Management
New York
$1.89M – – –
BEI
524
Benjamin Edwards Inc
Missouri
$1.89M +$2.03M +13,966 New
IP
525
Interval Partners
New York
$1.88M +$2.03M +13,955 New
19 20
21
22 23

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.