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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
TFIPS
1301
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44.3K – – –
MCM
1302
Manchester Capital Management
Vermont
$43.8K -$67.2K -463 -59%
RA
1303
Ransom Advisory
Rhode Island
$43.5K – – –
WWP
1304
WR Wealth Planners
Missouri
$40.9K +$20.8K +143 +89%
CCM
1305
CAAS Capital Management
New York
$40.5K +$43.6K +300 New
GEA
1306
Glen Eagle Advisors
New Jersey
$39.3K +$581 +4 +1%
HCA
1307
Harbor Capital Advisors
Illinois
$38K +$41.4K +285 New
UCI
1308
Uncommon Cents Investing
Wisconsin
$37.6K +$40.4K +278 New
FGC
1309
Financial Gravity Companies
Texas
$37.4K +$40.2K +277 New
TWD
1310
True Wealth Design
Ohio
$37.3K +$26.6K +183 +197%
ACA
1311
American Capital Advisory
Idaho
$36.2K – – –
AF
1312
Advisornet Financial
Minnesota
$36.2K -$1.31K -9 -3%
CLOS
1313
Compagnie Lombard Odier SCmA
Switzerland
$33.8K +$36.3K +250 New
DSC
1314
Duncker Streett & Co
Missouri
$33.6K – – –
RCM
1315
Raleigh Capital Management
North Carolina
$33.5K -$3.63K -25 -9%
TCM
1316
Tradewinds Capital Management
Washington
$31.6K – – –
HWM
1317
Hemington Wealth Management
Virginia
$31K +$34.7K +239 New
AGWCA
1318
Annis Gardner Whiting Capital Advisors
Florida
$30.8K -$55K -379 -62%
PFG
1319
Peterson Financial Group
Iowa
$28.1K +$30.2K +208 New
GKIM
1320
GW&K Investment Management
Massachusetts
$28K +$2.18K +15 +8%
LOIP
1321
Live Oak Investment Partners
Texas
$27.9K – – –
CAM
1322
Chesapeake Asset Management
New York
$27K -$8.71K -60 -23%
FFC
1323
First Financial Corp
Indiana
$27K – – –
ITIM
1324
Indiana Trust & Investment Management
Indiana
$27K – – –
CH
1325
Canton Hathaway
Rhode Island
$27K – – –
51 52
53
54 55

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.