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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
AIM
1051
Acropolis Investment Management
Missouri
$299K – – –
LGF
1052
LGT Group Foundation
Liechtenstein
$298K – – –
RCAG
1053
Rehmann Capital Advisory Group
Michigan
$297K +$16.3K +112 +5%
HTC
1054
Haverford Trust Company
Pennsylvania
$296K +$7.7K +53 +2%
ACM
1055
AUA Capital Management
Pennsylvania
$296K -$9.73K -67 -3%
BEAM
1056
Baker Ellis Asset Management
Washington
$294K – – –
HH
1057
Hilltop Holdings
Texas
$294K +$24.8K +171 +9%
LAM
1058
L2 Asset Management
Massachusetts
$294K +$316K +2,174 New
MAM
1059
Morse Asset Management
Connecticut
$293K -$854K -5,880 -73%
VWA
1060
Visionary Wealth Advisors
Illinois
$293K -$3.92K -27 -1%
AFG
1061
ABLE Financial Group
Arizona
$292K – – –
RFM
1062
Royal Fund Management
Florida
$291K +$312K +2,152 New
FA
1063
Fiducient Advisors
Illinois
$290K +$312K +2,149 New
GCM
1064
Greenland Capital Management
New York
$289K +$311K +2,142 New
OWM
1065
OneAscent Wealth Management
Alabama
$288K -$3.19K -22 -1%
OA
1066
Oxbow Advisors
Texas
$288K – – –
II
1067
Inspire Investing
Idaho
$284K +$59.1K +407 +24%
VC
1068
Vestor Capital
Illinois
$284K +$116K +800 +62%
PIM
1069
Plato Investment Management
Australia
$282K +$43.3K +298 +17%
MWM
1070
Mattern Wealth Management
Kansas
$281K -$3.05K -21 -1%
ACP
1071
Aviance Capital Partners
Florida
$280K -$290 -2 -0.1%
FFN
1072
Focus Financial Network
Minnesota
$280K +$290 +2 +0.1%
SF
1073
Summit Financial
New Jersey
$279K -$6.1K -42 -2%
FMLI
1074
Fukoku Mutual Life Insurance
Japan
$274K – – –
MG
1075
Marex Group
$273K +$100K +689 +52%
41 42
43
44 45

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.