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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
MHR
826
Matthew Hamilton Rosenberg
$634K +$25.7K +177 +4%
RAM
827
Ramirez Asset Management
New York
$630K – – –
MWM
828
Mission Wealth Management
California
$623K +$193K +1,327 +40%
PMSA
829
Patrick M. Sweeney & Associates
Illinois
$621K – – –
MLL
830
Moody Lynn & Lieberson
Massachusetts
$620K – – –
SPA
831
Sherbrooke Park Advisers
New York
$616K +$662K +4,559 New
IFWM
832
Institute for Wealth Management
Colorado
$615K – – –
MG
833
Mather Group
Illinois
$614K -$1.77M -12,185 -73%
PFG
834
PAX Financial Group
Texas
$612K +$28.6K +197 +5%
AG
835
Ascent Group
Virginia
$610K -$31.7K -218 -5%
ETC
836
Exchange Traded Concepts
Oklahoma
$609K +$655K +4,512 New
EW
837
Evoke Wealth
California
$598K +$643K +4,427 New
DAS
838
Dynamic Advisor Solutions
Arizona
$597K +$4.21K +29 +0.7%
MS
839
Maven Securities
Jersey
$596K +$30.9K +213 +5%
TWP
840
Tyche Wealth Partners
Texas
$595K +$290 +2 +0%
NFSG
841
Newbridge Financial Services Group
Florida
$594K -$43.4K -299 -6%
HC
842
Hara Capital
Washington
$593K – – –
RIA
843
Realta Investment Advisors
Delaware
$593K -$464K -3,193 -43%
TCM
844
Traynor Capital Management
Pennsylvania
$589K -$72K -496 -10%
1SB
845
1ST Source Bank
Indiana
$579K +$19.6K +135 +3%
HCM
846
Hollencrest Capital Management
California
$578K -$59.1K -407 -9%
ZIM
847
Zacks Investment Management
Illinois
$573K +$87.1K +600 +16%
WIA
848
World Investment Advisors
California
$573K +$159K +1,093 +35%
AAG
849
Armstrong Advisory Group
Massachusetts
$572K +$23.1K +159 +4%
LIM
850
Loudon Investment Management
New Hampshire
$570K – – –
32 33
34
35 36

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.