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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
SC
1276
SouthState Corp
Florida
$71.3K +$1.16K +8 +2%
TSMHT
1277
Thurston Springer Miller Herd & Titak
Indiana
$70.5K +$13.5K +93 +22%
FCAS
1278
First Command Advisory Services
Texas
$68.9K – – –
WOSD
1279
WFA of San Diego
California
$68.1K – – –
PWMG
1280
Prestige Wealth Management Group
New Jersey
$66K +$436 +3 +0.6%
DIP
1281
DT Investment Partners
Pennsylvania
$64.5K +$17.9K +123 +35%
KFI
1282
Key Financial Inc
Pennsylvania
$61.2K -$1.89K -13 -3%
CA
1283
Crewe Advisors
Utah
$58.2K – – –
BONH
1284
Bank of New Hampshire
New Hampshire
$58.1K – – –
OA
1285
Operose Advisors
Wisconsin
$57.4K – – –
MIA
1286
MeadowBrook Investment Advisors
Michigan
$56.7K -$1.05M -7,215 -94%
SWM
1287
Sugarloaf Wealth Management
Georgia
$56.5K – – –
CFD
1288
Creative Financial Designs
Indiana
$54K – – –
PAI
1289
Pittenger & Anderson Inc
Nebraska
$54K – – –
QPBE
1290
Quintet Private Bank (Europe)
Luxembourg
$54K +$7.99K +55 +16%
SHIM
1291
Stone House Investment Management
Pennsylvania
$51.6K – – –
ATS
1292
Ashton Thomas Securities
New York
$50.1K +$53.9K +371 New
GJWM
1293
Gilliland Jeter Wealth Management
Arkansas
$48.4K +$290 +2 +0.6%
FMII
1294
Farmers & Merchants Investments Inc
Nebraska
$47.8K -$290 -2 -0.6%
BWAM
1295
Boyd Watterson Asset Management
Ohio
$47.5K -$4.36K -30 -8%
PMFA
1296
Plante Moran Financial Advisors
Michigan
$46.3K +$1.02K +7 +2%
LWCFA
1297
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K -$10.9K -75 -18%
PPC
1298
Park Place Capital
Alabama
$45.1K – – –
CIAS
1299
CBIZ Investment Advisory Services
Ohio
$45K -$145 -1 -0.3%
GJIA
1300
Glass Jacobson Investment Advisors
Maryland
$44.4K – – –
50 51
52
53 54

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.