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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
SFC
1451
Strategic Financial Concepts
Texas
– -$154K -148,717 Closed
CM
1452
Churchill Management
California
– -$18.8M -120,050 Closed
NO
1453
Ninety One
South Africa
– -$16.3M -105,381 Closed
BA
1454
Bridgewater Associates
Connecticut
– -$12.8M -81,858 Closed
SBCM
1455
Schwerin Boyle Capital Management
Massachusetts
– -$12.7M -81,000 Closed
TSS
1456
Two Sigma Securities
New York
– -$11.2M -77,145 Closed
SW
1457
SVB Wealth
Massachusetts
– -$11M -69,882 Closed
DPIM
1458
Duff & Phelps Investment Management
Illinois
– -$9.02M -57,558 Closed
JWM
1459
Jessup Wealth Management
Ohio
– -$8.8M -56,123 Closed
BS
1460
Banco Santander
Spain
– -$8.34M -53,211 Closed
YCM
1461
Yaupon Capital Management
New York
– -$6.94M -44,300 Closed
LI
1462
Leeward Investments
Massachusetts
– -$6.8M -43,356 Closed
EAM
1463
Eagle Asset Management
Florida
– -$5.77M -36,535 Closed
ECM
1464
ExodusPoint Capital Management
New York
– -$4.97M -31,708 Closed
BIMC
1465
Benson Investment Management Company
Virginia
– -$4.94M -31,529 Closed
SIG
1466
Senator Investment Group
New York
– -$4.7M -30,000 Closed
OMC
1467
Overbrook Management Corp
New York
– -$3.48M -22,178 Closed
Cohen & Steers
1468
Cohen & Steers
New York
– -$3.39M -21,635 Closed
NG
1469
NatWest Group
United Kingdom
– -$3.3M -21,081 Closed
PCMU
1470
Paragon Capital Management (Utah)
Utah
– -$1.91M -12,188 Closed
BCM
1471
Barometer Capital Management
Ontario, Canada
– -$1.44M -9,250 Closed
AAM
1472
Azzad Asset Management
Virginia
– -$1.21M -7,694 Closed
TC
1473
Towle & Co
Colorado
– -$1.18M -7,556 Closed
VAS
1474
Vestmark Advisory Solutions
Massachusetts
– -$1.11M -7,106 Closed
LCM
1475
Laurion Capital Management
New York
– -$1.08M -6,865 Closed
57 58
59
60 61

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.