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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
LCM
1151
LCM Capital Management
Illinois
$229K -$13.9K -96 -5%
VVP
1152
Venture Visionary Partners
Ohio
$229K -$436 -3 -0.2%
9WM
1153
9258 Wealth Management
Ohio
$229K -$1.16K -8 -0.5%
SSWM
1154
Smith Salley Wealth Management
North Carolina
$226K -$68K -468 -22%
CSPIA
1155
Cary Street Partners Investment Advisory
Virginia
$225K +$242K +1,666 New
MFG
1156
Magnus Financial Group
New York
$225K -$12.9K -89 -5%
BWG
1157
Balanced Wealth Group
Ohio
$224K +$1.74K +12 +0.7%
JWM
1158
Jeppson Wealth Management
California
$224K – – –
TCOT
1159
Trust Company of Toledo
Ohio
$224K – – –
SCM
1160
Schnieders Capital Management
California
$223K +$1.16K +8 +0.5%
UF
1161
Univest Financial
Pennsylvania
$222K +$239K +1,643 New
EFG
1162
Everhart Financial Group
Ohio
$222K +$40.2K +277 +20%
TWM
1163
Trueblood Wealth Management
Ohio
$222K -$15.5K -107 -6%
AAMC
1164
Asset Allocation & Management Company
Illinois
$221K – – –
AA
1165
Ancora Advisors
Ohio
$221K -$16.4K -113 -6%
SFC
1166
SYM Financial Corp
Indiana
$220K -$177K -1,222 -43%
LA
1167
Legacy Advisors
Pennsylvania
$220K +$237K +1,629 New
BCWM
1168
Bartlett & Co Wealth Management
Ohio
$220K – – –
TPCW
1169
TD Private Client Wealth
New York
$219K +$3.05K +21 +1%
Los Angeles Capital Management
1170
Los Angeles Capital Management
California
$217K +$10K +69 +4%
KA
1171
Kozak & Associates
Colorado
$217K +$1.74K +12 +0.8%
BFC
1172
Bedel Financial Consulting
Indiana
$216K +$10.6K +73 +5%
TSW
1173
Thompson Siegel & Walmsley
Virginia
$216K – – –
BFM
1174
Boston Financial Management
Massachusetts
$216K +$232K +1,596 New
HC
1175
Hamilton Capital
Ohio
$215K +$10K +69 +4%
45 46
47
48 49

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.