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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
WCFA
1001
Walkner Condon Financial Advisors
Wisconsin
$352K +$20.3K +140 +6%
DI
1002
Diligent Investors
California
$351K – – –
SWA
1003
SFMG Wealth Advisors
Texas
$350K +$2.32K +16 +0.6%
GBT
1004
Grove Bank & Trust
Florida
$348K -$44.7K -308 -11%
PCM
1005
Penserra Capital Management
California
$346K +$369K +2,543 +9,419%
KWMG
1006
King Wealth Management Group
Florida
$343K – – –
Marshall Wace
1007
Marshall Wace
United Kingdom
$343K -$19.5M -134,071 -98%
JWCA
1008
J.W. Cole Advisors
Florida
$342K -$37K -255 -9%
VCP
1009
Verus Capital Partners
Arizona
$342K +$61.1K +421 +20%
WSFS
1010
Wilmington Savings Fund Society
Delaware
$342K +$367K +2,530 New
CWM
1011
Connecticut Wealth Management
Connecticut
$341K -$52.3K -360 -12%
WAAG
1012
Wealth Alliance Advisory Group
Kansas
$341K +$366K +2,524 New
FAM
1013
Formidable Asset Management
Ohio
$339K -$122K -839 -25%
WSC
1014
Wellington Shields & Co
New York
$338K – – –
UPS
1015
UHLMANN PRICE SECURITIES
Illinois
$337K +$363K +2,498 New
CCA
1016
Childress Capital Advisors
Texas
$337K -$12.2K -84 -3%
PWP
1017
Precedent Wealth Partners
Texas
$334K +$359K +2,474 New
NWAG
1018
Net Worth Advisory Group
Utah
$334K +$359K +2,470 New
ACM
1019
Advisors Capital Management
New Jersey
$333K +$12.3K +85 +4%
CFS
1020
Commonwealth Financial Services
West Virginia
$332K -$1.31K -9 -0.4%
AWM
1021
Angeles Wealth Management
California
$329K +$106K +731 +43%
WCM
1022
Washburn Capital Management
Florida
$327K -$8.71K -60 -2%
OLVIG
1023
Oliver Lagore Vanvalin Investment Group
Michigan
$327K +$145 +1 +0%
Walleye Trading
1024
Walleye Trading
New York
$326K – – –
TL
1025
Tradewinds LLC
North Carolina
$326K – – –
39 40
41
42 43

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.