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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
Nordea Investment Management
51
Nordea Investment Management
Sweden
$91M +$6.69M +46,083 +7%
PAM
52
Panagora Asset Management
Massachusetts
$88.3M +$7.82M +53,875 +9%
Stifel Financial
53
Stifel Financial
Missouri
$87.5M +$1.58M +10,899 +2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$86.9M -$5.8M -39,928 -6%
Millennium Management
55
Millennium Management
New York
$86.5M +$81.5M +561,197 +708%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
56
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.2M +$82.5M +568,000 +900%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$85.1M -$41.2M -284,014 -31%
SCM
58
Sterling Capital Management
North Carolina
$85M +$91.4M +629,319 New
Voloridge Investment Management
59
Voloridge Investment Management
Florida
$82.6M -$14.2M -97,632 -14%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$82.1M -$4.48M -30,844 -5%
Two Sigma Investments
61
Two Sigma Investments
New York
$81.4M +$51.2M +352,400 +141%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$78.7M +$70.5M +485,600 +501%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$76.6M +$315K +2,169 +0.4%
WorldQuant Millennium Advisors
64
WorldQuant Millennium Advisors
New York
$70.4M +$75.7M +521,007 New
CFC
65
Cincinnati Financial Corp
Ohio
$69.5M – – –
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$67.6M -$138M -952,168 -66%
Empower Advisory Group
67
Empower Advisory Group
Colorado
$67M +$1.99M +13,700 +3%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$65.5M +$9.39M +64,635 +16%
AllianceBernstein
69
AllianceBernstein
Tennessee
$64.9M -$5.17M -35,636 -7%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$64.6M +$22.6M +155,350 +48%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$64M +$4.15M +28,577 +6%
Jane Street
72
Jane Street
New York
$62.7M -$12.6M -86,769 -16%
LPL Financial
73
LPL Financial
California
$60.4M +$1.62M +11,159 +3%
Royal London Asset Management
74
Royal London Asset Management
United Kingdom
$59.3M +$594K +4,088 +0.9%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$59.2M -$19M -131,062 -23%
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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.