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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
SNB
1076
Security National Bank
Nebraska
$273K – – –
GCP
1077
Garda Capital Partners
Minnesota
$273K +$293K +2,019 New
SWM
1078
Spire Wealth Management
Virginia
$270K -$21.6K -149 -7%
FI
1079
Fractal Investments
Connecticut
$270K – – –
VCAM
1080
Van Cleef Asset Management
Ohio
$270K – – –
EW
1081
Elyxium Wealth
California
$270K +$290K +1,998 New
TWM
1082
TCFG Wealth Management
California
$270K +$290K +1,997 New
DFCM
1083
Dark Forest Capital Management
Puerto Rico
$269K +$289K +1,993 New
SIA
1084
Schechter Investment Advisors
Michigan
$269K +$13.9K +96 +5%
TCA
1085
Transcend Capital Advisors
New Jersey
$269K +$79.3K +546 +38%
JFL
1086
Jarislowsky, Fraser Ltd
Quebec, Canada
$269K – – –
CIC
1087
Crawford Investment Counsel
Georgia
$269K +$14.4K +99 +5%
MPM
1088
MBB Public Markets
Illinois
$267K -$7.21M -49,665 -96%
SPWM
1089
Schrum Private Wealth Management
Florida
$266K +$286K +1,972 New
LWM
1090
LongView Wealth Management
Georgia
$266K -$4.36K -30 -2%
HAS
1091
Horizon Advisory Services
New York
$266K -$4.65K -32 -2%
LNB
1092
Ledyard National Bank
$262K +$30.3K +209 +12%
NDSI
1093
Newman Dignan & Sheerar Inc
Rhode Island
$262K +$64.3K +443 +29%
GF
1094
Gries Financial
Ohio
$262K -$56.9K -392 -17%
CCG
1095
Catalina Capital Group
California
$261K -$40.5K -279 -13%
TA
1096
TruWealth Advisors
Louisiana
$261K -$28.3K -195 -9%
FFA
1097
Florida Financial Advisors
Florida
$261K +$74.2K +511 +36%
PTC
1098
Philadelphia Trust Company
Pennsylvania
$261K – – –
RWP
1099
RWA Wealth Partners
Massachusetts
$260K +$290 +2 +0.1%
VCWA
1100
Vanguard Capital Wealth Advisors
Colorado
$259K -$375K -2,584 -57%
42 43
44
45 46

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.