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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
Natixis Advisors
126
Natixis Advisors
Massachusetts
$23.8M +$2.12M +14,616 +9%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$23.8M -$2.47K -17 -0%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$23.5M -$16M -110,290 -39%
AFCM
129
Applied Finance Capital Management
Puerto Rico
$23.4M +$34.7K +239 +0.1%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$23.3M -$990K -6,815 -4%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.9M -$426K -2,935 -2%
RIA
132
Recurrent Investment Advisors
Texas
$22.4M +$2.01M +13,860 +9%
DB
133
Danske Bank
Denmark
$22.3M -$813K -5,600 -3%
Axa
134
Axa
France
$22.2M -$3.94M -27,136 -14%
CGH
135
Crossmark Global Holdings
Texas
$21.7M +$4.66M +32,117 +25%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$21.5M -$322K -2,215 -1%
SIMG
137
Sonora Investment Management Group
Arizona
$21.3M +$193K +1,330 +0.9%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$21.2M -$183K -1,258 -0.8%
American Century Companies
139
American Century Companies
Missouri
$20.9M -$20.2M -138,911 -47%
Teacher Retirement System of Texas
140
Teacher Retirement System of Texas
Texas
$20.7M +$21.4M +147,092 +2,297%
CFB
141
Cullen/Frost Bankers
Texas
$20.6M -$877K -6,043 -4%
AM
142
AGF Management
Ontario, Canada
$20.5M +$6.56M +45,153 +42%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$20.4M +$6.16M +42,410 +39%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$20.3M -$426K -2,933 -2%
BPWM
145
Badgley Phelps Wealth Managers
Washington
$20M +$144K +989 +0.7%
FWIA
146
Fort Washington Investment Advisors
Ohio
$19.3M -$27.6M -189,782 -57%
ACM
147
Aquatic Capital Management
Illinois
$19.3M +$20.8M +143,200 New
KBC Group
148
KBC Group
Belgium
$19.1M -$16.8M -115,441 -45%
BDWCC
149
B&D White Capital Company
Texas
$18.9M +$20.4M +140,330 New
Primecap Management
150
Primecap Management
California
$18.9M -$11.2M -77,395 -36%
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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.