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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 %
BWG
901
Beta Wealth Group
California
$460K +$216K +1,603 +89%
GFG
902
Goldstone Financial Group
Illinois
$460K – – –
HIMC
903
Heritage Investors Management Corp
Maryland
$459K – – –
BW
904
Bison Wealth
Georgia
$459K +$10.3K +76 +2%
PIA
905
Pinion Investment Advisors
Kansas
$457K +$66.3K +491 +17%
OIA
906
Optimum Investment Advisors
Illinois
$456K -$135K -999 -23%
WC
907
Waterloo Capital
Texas
$456K -$17K -126 -4%
WMA
908
Wealth Management Associates
New Jersey
$452K – – –
FWM
909
Forza Wealth Management
Florida
$452K -$135 -1 -0%
CWM
910
Compass Wealth Management
Connecticut
$451K +$135K +1,000 +43%
CI
911
Cigna Investments
Connecticut
$449K -$16.5K -122 -4%
S
912
SignatureFD
Georgia
$449K -$124K -922 -22%
CIS
913
Custom Index Systems
New York
$448K +$248K +1,833 +124%
AI
914
AdvisorShares Investments
Maryland
$446K +$67.2K +498 +18%
ESB
915
Essex Savings Bank
Connecticut
$446K – – –
VCS
916
Vaughan & Co Securities
New Jersey
$445K -$3.65K -27 -0.8%
VFA
917
Valeo Financial Advisors
Indiana
$445K -$68.2K -505 -13%
AA
918
Auxano Advisors
Washington
$445K +$9.72K +72 +2%
AWAG
919
ARS Wealth Advisors Group
Florida
$444K +$38.5K +285 +10%
AAA
920
American Alpha Advisors
New York
$443K +$443K +3,279 New
ACM
921
AlphaStar Capital Management
North Carolina
$442K -$35.1K -260 -7%
CWP
922
Concord Wealth Partners
Virginia
$440K +$9.59K +71 +2%
IBOK
923
Independence Bank of Kentucky
Kentucky
$438K +$28.4K +210 +7%
OR
924
Olympiad Research
Connecticut
$437K +$437K +3,236 New
SGA
925
Seaport Global Advisors
Massachusetts
$436K – – –
35 36
37
38 39