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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
PP
526
Prudential plc
United Kingdom
$1.87M +$1.26M +8,685 +168%
NB
527
Norinchukin Bank
Japan
$1.86M +$288K +1,981 +17%
CL
528
Choreo LLC
Illinois
$1.85M +$118K +814 +6%
MOS
529
MGO One Seven
Ohio
$1.83M +$17.3K +119 +0.9%
AI
530
Arvest Investments
Arkansas
$1.83M +$187K +1,289 +11%
SAM
531
Smithbridge Asset Management
Pennsylvania
$1.82M +$533K +3,669 +37%
BHWM
532
Bar Harbor Wealth Management
New Hampshire
$1.82M – – –
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$1.8M -$408K -2,809 -17%
LFAS
534
Level Four Advisory Services
Texas
$1.79M -$167K -1,149 -8%
ISWM
535
Independent Solutions Wealth Management
New York
$1.79M +$39.6K +273 +2%
CAM
536
Covenant Asset Management
New Jersey
$1.79M -$41.5K -286 -2%
SAM
537
Smartleaf Asset Management
Massachusetts
$1.77M +$108K +747 +6%
MPPW
538
Mitchell & Pahl Private Wealth
Oklahoma
$1.77M +$61.6K +424 +3%
PWMAG
539
Pinnacle Wealth Management Advisory Group
New Jersey
$1.77M +$44.3K +305 +2%
WJWM
540
Williams Jones Wealth Management
New York
$1.76M -$28.3K -195 -1%
AIA
541
Affinity Investment Advisors
California
$1.76M -$30.2K -208 -2%
IB
542
Intrust Bank
Kansas
$1.76M -$49.7K -342 -3%
CT
543
Coastline Trust
Rhode Island
$1.75M -$124K -855 -6%
Barrow, Hanley, Mewhinney & Strauss
544
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.75M -$110K -757 -6%
NRD
545
Nebula Research & Development
New York
$1.74M +$1.88M +12,915 New
SFS
546
Stiles Financial Services
Minnesota
$1.74M +$141K +972 +8%
SC
547
Syon Capital
California
$1.73M -$165K -1,137 -8%
ECM
548
Exchange Capital Management
Michigan
$1.73M -$32.7K -225 -2%
FB
549
Fulton Bank
Pennsylvania
$1.72M -$198K -1,363 -10%
RWM
550
Ritholtz Wealth Management
New York
$1.69M +$3.92K +27 +0.2%
20 21
22
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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.