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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 %
UF
1151
Univest Financial
Pennsylvania
$222K +$222K +1,643 New
EFG
1152
Everhart Financial Group
Ohio
$222K +$37.4K +277 +20%
TWM
1153
Trueblood Wealth Management
Ohio
$222K -$14.4K -107 -6%
AAMC
1154
Asset Allocation & Management Company
Illinois
$221K – – –
AA
1155
Ancora Advisors
Ohio
$221K -$15.3K -113 -6%
SFC
1156
SYM Financial Corp
Indiana
$220K -$165K -1,222 -43%
LA
1157
Legacy Advisors
Pennsylvania
$220K +$220K +1,629 New
BCWM
1158
Bartlett & Co Wealth Management
Ohio
$220K – – –
TPCW
1159
TD Private Client Wealth
New York
$219K +$2.84K +21 +1%
Los Angeles Capital Management
1160
Los Angeles Capital Management
California
$217K +$9.32K +69 +4%
KA
1161
Kozak & Associates
Colorado
$217K +$1.63K +12 +0.8%
BFC
1162
Bedel Financial Consulting
Indiana
$216K +$9.86K +73 +5%
TSW
1163
Thompson Siegel & Walmsley
Virginia
$216K – – –
BFM
1164
Boston Financial Management
Massachusetts
$216K +$216K +1,596 New
HC
1165
Hamilton Capital
Ohio
$215K +$8.95K +69 +4%
LBC
1166
Lowe Brockenbrough & Co
Virginia
$215K +$8.64K +64 +4%
BPFA
1167
Barnes Pettey Financial Advisors
Mississippi
$215K – – –
ABC
1168
Associated Banc-Corp
Wisconsin
$214K -$1.76K -13 -0.8%
SAG
1169
SageView Advisory Group
California
$214K -$49.2K -364 -19%
POIA
1170
Pin Oak Investment Advisors
Texas
$213K -$135 -1 -0.1%
RRCM
1171
Rappaport Reiches Capital Management
Illinois
$212K -$16.1K -119 -7%
PBK
1172
Peoples Bank (Kansas)
Kansas
$211K +$211K +1,560 New
PWS
1173
Peterson Wealth Services
Utah
$210K +$210K +1,558 New
HBS
1174
Howard Bailey Securities
Indiana
$210K +$210K +1,554 New
BIG
1175
Brooklyn Investment Group
New York
$210K +$1.22K +9 +0.6%
45 46
47
48 49