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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
HNB
1201
Hilltop National Bank
Wyoming
$197K – – –
SIM
1202
Sentry Investment Management
Wisconsin
$197K -$25.7K -177 -11%
HGERS
1203
Householder Group Estate & Retirement Specialist
Arizona
$196K -$8.28K -57 -4%
GITFIT
1204
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$196K +$29K +200 +16%
DMBA
1205
Deseret Mutual Benefit Administrators
Utah
$192K +$12.3K +85 +6%
HWA
1206
HHM Wealth Advisors
Tennessee
$189K -$59.4K -409 -23%
CA
1207
Continuum Advisory
Idaho
$188K -$2.98M -20,507 -94%
TFA
1208
Transamerica Financial Advisors
Florida
$187K +$65.8K +453 +49%
1IA
1209
1620 Investment Advisors
Massachusetts
$183K +$290 +2 +0.1%
AAP
1210
Arax Advisory Partners
Colorado
$181K +$3.63K +25 +2%
AFWM
1211
Abich Financial Wealth Management
Virginia
$177K +$37.8K +260 +25%
SFCL
1212
Strengthening Families & Communities LLC
Massachusetts
$177K +$290 +2 +0.2%
SOW
1213
State of Wyoming
Wyoming
$176K +$107K +737 +130%
TC
1214
Truvestments Capital
Florida
$176K +$189K +1,300 New
VCM
1215
Versant Capital Management
Arizona
$174K -$11.2K -77 -6%
PS
1216
Planned Solutions
California
$171K +$184K +1,269 New
AssetMark Inc
1217
AssetMark Inc
California
$165K -$2.47K -17 -1%
AA
1218
Alta Advisers
United Kingdom
$162K – – –
FCT
1219
First Community Trust
Iowa
$162K – – –
CA
1220
CoreCap Advisors
Michigan
$160K -$34K -234 -17%
WB
1221
Webster Bank
Connecticut
$153K – – –
SIC
1222
Salem Investment Counselors
North Carolina
$152K – – –
CH
1223
Cromwell Holdings
Wyoming
$149K – – –
WAS
1224
Winch Advisory Services
Wisconsin
$146K +$1.16K +8 +0.7%
MA
1225
MCF Advisors
Kentucky
$140K -$15.4K -106 -9%
47 48
49
50 51

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.