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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
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$59M -$989K -6,813 -2%
First Trust Advisors
77
First Trust Advisors
Illinois
$58.5M +$480K +3,306 +0.8%
Aberdeen Group
78
Aberdeen Group
United Kingdom
$58.1M +$1.77M +12,212 +3%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$57.9M +$4.58M +31,574 +8%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$57.3M +$894K +6,154 +1%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$52.3M -$4.86M -33,477 -8%
M&T Bank
82
M&T Bank
New York
$51.1M -$1.5M -10,326 -3%
Principal Financial Group
83
Principal Financial Group
Iowa
$49.8M +$445K +3,065 +0.8%
Truist Financial
84
Truist Financial
North Carolina
$48.2M -$34M -233,937 -40%
CI
85
Cincinnati Insurance
Ohio
$48.1M – – –
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$47M -$717K -4,938 -1%
PMG
87
Private Management Group
California
$46.8M +$1.23M +8,488 +3%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$46.6M -$5.1M -35,123 -9%
Canada Life
89
Canada Life
Manitoba, Canada
$45.1M -$481K -3,310 -1%
Renaissance Technologies
90
Renaissance Technologies
New York
$44.6M +$47.9M +330,088 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$44.5M -$2.53M -17,402 -5%
Prudential Financial
92
Prudential Financial
New Jersey
$44.3M +$13.1M +90,461 +38%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$42.6M -$1.97M -13,555 -4%
Corient Private Wealth
94
Corient Private Wealth
Florida
$40.7M +$16.1M +111,050 +58%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$40.3M +$758K +5,218 +2%
CC
96
Covalis Capital
United Kingdom
$39.8M +$36.7M +252,862 +607%
ORIO
97
Old Republic International (ORI)
Illinois
$38.4M – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$33.2M +$1.31M +9,018 +4%
Squarepoint
99
Squarepoint
New York
$33.1M +$34.3M +235,917 +2,662%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$32.7M +$4.84M +33,300 +16%
2 3
4
5 6

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.