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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
RA
1476
RFG Advisory
Alabama
– -$1.06M -6,738 Closed
SP
1477
Symmetry Partners
Connecticut
– -$930K -5,933 Closed
LHC
1478
Little House Capital
Massachusetts
– -$925K -5,902 Closed
MAM
1479
Meeder Asset Management
Ohio
– -$847K -5,401 Closed
OFG
1480
OmniStar Financial Group
North Carolina
– -$712K -4,543 Closed
FCH
1481
Freestone Capital Holdings
Washington
– -$704K -4,494 Closed
Parallax Volatility Advisers
1482
Parallax Volatility Advisers
California
– -$639K -4,403 Closed
HFM
1483
Harvest Fund Management
China
– -$668K -4,260 Closed
QI
1484
Qtron Investments
Massachusetts
– -$617K -3,936 Closed
A
1485
Allianz
Germany
– -$594K -3,788 Closed
GA
1486
Geller Advisors
New York
– -$580K -3,701 Closed
1WA
1487
180 Wealth Advisors
Washington
– -$535K -3,646 Closed
TW
1488
Trajan Wealth
Arizona
– -$563K -3,594 Closed
GCM
1489
Gallacher Capital Management
Colorado
– -$531K -3,390 Closed
PP
1490
PDT Partners
New York
– -$520K -3,318 Closed
WC
1491
Wexford Capital
Florida
– -$510K -3,256 Closed
EFI
1492
EHP Funds Inc
Canada
– -$502K -3,200 Closed
CAS
1493
CTC Alternative Strategies
Illinois
– -$501K -3,195 Closed
VCG
1494
Vantage Consulting Group
Virginia
– -$488K -3,110 Closed
BC
1495
Bridgefront Capital
Texas
– -$483K -3,084 Closed
MHS
1496
M Holdings Securities
Oregon
– -$467K -2,978 Closed
WAM
1497
WNY Asset Management
New York
– -$392K -2,503 Closed
TAS
1498
TIFF Advisory Services
Pennsylvania
– -$387K -2,467 Closed
MMA
1499
Miracle Mile Advisors
California
– -$382K -2,440 Closed
HAS
1500
HBW Advisory Services
California
– -$381K -2,432 Closed
58 59
60
61 62

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.