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Valero Energy
VLO

Overview Fund Activity

1,432 hedge funds and large institutions have $34.2B invested in Valero Energy in 2024 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 543 increasing their positions, 530 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,432
Holders Change
-25
Holders Change %
-1.72%
% of All Funds
20.71%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
131
Increased
543
Reduced
530
Closed
142
Calls
$1.59B
Puts
$960M
Net Calls
+$628M
Net Calls Change
+$211M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$377M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$104M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$76.7M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$76.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$417M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$314M
3
BlackRock
BlackRock
New York
-$296M
4
UBS Group
UBS Group
Switzerland
-$198M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
801
Gradient Investments
Minnesota
$661K -$54.8K -406 -8%
MIM
802
MTM Investment Management
South Carolina
$659K – – –
ACA
803
Atlas Capital Advisors
Wyoming
$658K -$63.9K -473 -9%
SWM
804
Segment Wealth Management
Texas
$657K -$144K -1,065 -18%
QCIG
805
Quad-Cities Investment Group
Iowa
$655K +$10.1K +75 +2%
HWAM
806
Hennion & Walsh Asset Management
New Jersey
$653K -$171K -1,266 -21%
PMA
807
Prudent Man Advisors
Illinois
$653K -$109K -804 -14%
TA
808
TFG Advisers
Michigan
$650K +$8.51K +63 +1%
SB
809
Simmons Bank
Arkansas
$649K +$28.9K +214 +5%
NC
810
nVerses Capital
Florida
$648K +$446K +3,300 +220%
MWM
811
Moran Wealth Management
Florida
$646K -$4.73K -35 -0.7%
HBT
812
Heartland Bank & Trust
Illinois
$645K -$23.6K -175 -4%
RBC
813
Romano Brothers & Co
Illinois
$641K – – –
EHWM
814
Eads & Heald Wealth Management
Georgia
$640K +$45.9K +340 +8%
CGL
815
Clarius Group LLC
Washington
$639K -$19.1K -141 -3%
CI
816
Conning Inc
Connecticut
$639K +$239K +1,773 +60%
RT
817
Rockland Trust
Massachusetts
$637K -$28.4K -210 -4%
BBHC
818
Brown Brothers Harriman & Co
New York
$635K +$233K +1,722 +58%
MHR
819
Matthew Hamilton Rosenberg
$634K +$23.9K +177 +4%
RAM
820
Ramirez Asset Management
New York
$630K – – –
MWM
821
Mission Wealth Management
California
$623K +$179K +1,327 +40%
PMSA
822
Patrick M. Sweeney & Associates
Illinois
$621K – – –
MLL
823
Moody Lynn & Lieberson
Massachusetts
$620K – – –
SPA
824
Sherbrooke Park Advisers
New York
$616K +$616K +4,559 New
IFWM
825
Institute for Wealth Management
Colorado
$615K – – –
31 32
33
34 35