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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
SLI
801
Sumitomo Life Insurance
Japan
$674K +$20.6K +142 +3%
SCI
802
Silver Coast Investments
United States
$673K +$37K +255 +5%
MFG
803
Merit Financial Group
Georgia
$673K -$343K -2,362 -32%
TLP
804
Trinity Legacy Partners
Texas
$672K – – –
CCB
805
Cutter & Co Brokerage
Missouri
$667K +$10.6K +73 +2%
LAM
806
Lingohr Asset Management
Germany
$663K -$16.1K -111 -2%
GI
807
Gradient Investments
Minnesota
$661K -$59K -406 -8%
MIM
808
MTM Investment Management
South Carolina
$659K – – –
ACA
809
Atlas Capital Advisors
Wyoming
$658K -$68.7K -473 -9%
SWM
810
Segment Wealth Management
Texas
$657K -$155K -1,065 -18%
QCIG
811
Quad-Cities Investment Group
Iowa
$655K +$10.9K +75 +2%
HWAM
812
Hennion & Walsh Asset Management
New Jersey
$653K -$184K -1,266 -21%
PMA
813
Prudent Man Advisors
Illinois
$653K -$117K -804 -14%
TA
814
TFG Advisers
Michigan
$650K +$9.15K +63 +1%
SB
815
Simmons Bank
Arkansas
$649K +$31.1K +214 +5%
NC
816
nVerses Capital
Florida
$648K +$479K +3,300 +220%
LSA
817
Leonteq Securities AG
Switzerland
$647K +$414K +2,850 +147%
MWM
818
Moran Wealth Management
Florida
$646K -$5.08K -35 -0.7%
HBT
819
Heartland Bank & Trust
Illinois
$645K -$25.4K -175 -4%
RBC
820
Romano Brothers & Co
Illinois
$641K – – –
EHWM
821
Eads & Heald Wealth Management
Georgia
$640K +$49.4K +340 +8%
CGL
822
Clarius Group LLC
Washington
$639K -$20.5K -141 -3%
CI
823
Conning Inc
Connecticut
$639K +$257K +1,773 +60%
RT
824
Rockland Trust
Massachusetts
$637K -$30.5K -210 -4%
BBHC
825
Brown Brothers Harriman & Co
New York
$635K +$250K +1,722 +58%
31 32
33
34 35

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.