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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
SWA
1351
SOA Wealth Advisors
New York
$16.7K – – –
PCMC
1352
Planning Capital Management Corporation
Pennsylvania
$16.7K +$13.5K +93 +310%
SC
1353
Swan Capital
Florida
$16.5K +$3.19K +22 +22%
CPG
1354
Cornerstone Planning Group
New Jersey
$15.9K +$290 +2 +2%
CP
1355
Castleview Partners
Texas
$15.5K +$145 +1 +0.9%
EBA
1356
Eagle Bay Advisors
New York
$14.9K – – –
PWMG
1357
Private Wealth Management Group
New Jersey
$14.6K – – –
RBC
1358
Roble Belko & Company
Pennsylvania
$14K – – –
MRCM
1359
M&R Capital Management
New Jersey
$14K +$4.21K +29 +39%
PB
1360
Pinnacle Bancorp
Nebraska
$13.6K – – –
AA
1361
Addison Advisors
Vermont
$13.5K – – –
DF
1362
DecisionPoint Financial
Arizona
$13.5K – – –
KB
1363
Kimelman & Baird
New York
$13.5K – – –
TFIAP
1364
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.5K – – –
YAL
1365
Your Advocates Ltd
Texas
$13.5K – – –
LIS
1366
Legacy Investment Solutions
Idaho
$13K +$13.5K +93 New
LWMI
1367
Legacy Wealth Management (Idaho)
Idaho
$13K +$13.5K +93 New
NSIM
1368
North Star Investment Management
Illinois
$13K – – –
CPA
1369
Capital Performance Advisors
California
$12.3K +$13.2K +91 New
SFFS
1370
Stonehage Fleming Financial Services
Jersey
$12.3K – – –
LI
1371
LRI Investments
Florida
$11.9K – – –
DPW
1372
DiNuzzo Private Wealth
Pennsylvania
$11.2K -$436 -3 -3%
WBC
1373
West Branch Capital
Massachusetts
$11.2K +$12.1K +83 New
HBW
1374
Hazlett, Burt & Watson
West Virginia
$11K – – –
FNWA
1375
Financial Network Wealth Advisors
Utah
$10.3K – – –
53 54
55
56 57

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.