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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 %
MWM
1026
Meridian Wealth Management
Kentucky
$309K -$1.22K -9 -0.4%
RC
1027
Rovin Capital
Arizona
$309K +$25.2K +187 +9%
BAM
1028
Berkshire Asset Management
Pennsylvania
$308K – – –
PPP
1029
Private Portfolio Partners
New Jersey
$307K +$307K +2,274 New
BL
1030
BFSG LLC
California
$307K +$26.1K +193 +9%
BJL
1031
Brighton Jones LLC
Washington
$306K -$23.4K -173 -7%
BP
1032
Ballentine Partners
Massachusetts
$306K +$7.29K +54 +2%
CFP
1033
Catalyst Financial Partners
Massachusetts
$306K – – –
BAAM
1034
Baker Avenue Asset Management
California
$304K +$102K +759 +51%
AAIS
1035
ABN AMRO Investment Solutions
$300K +$39.3K +291 +15%
MA
1036
Montag & Associates
Georgia
$300K -$93.8K -695 -24%
MC
1037
Machina Capital
France
$299K +$299K +2,217 New
PGWM
1038
Parisi Gray Wealth Management
New Jersey
$299K +$2.03K +15 +0.7%
SWM
1039
Scissortail Wealth Management
Oklahoma
$299K -$94.4M -2,209 -100%
AIA
1040
Armor Investment Advisors
North Carolina
$299K -$675 -5 -0.2%
EWM
1041
Empirical Wealth Management
Washington
$299K +$540 +4 +0.2%
AIM
1042
Acropolis Investment Management
Missouri
$299K – – –
LGF
1043
LGT Group Foundation
Liechtenstein
$298K – – –
RCAG
1044
Rehmann Capital Advisory Group
Michigan
$297K +$15.1K +112 +5%
HTC
1045
Haverford Trust Company
Pennsylvania
$296K +$7.16K +53 +2%
ACM
1046
AUA Capital Management
Pennsylvania
$296K -$9.05K -67 -3%
BEAM
1047
Baker Ellis Asset Management
Washington
$294K – – –
HH
1048
Hilltop Holdings
Texas
$294K +$23.1K +171 +9%
LAM
1049
L2 Asset Management
Massachusetts
$294K +$294K +2,174 New
MAM
1050
Morse Asset Management
Connecticut
$293K -$794K -5,880 -73%
40 41
42
43 44