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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
SPC
1501
Spirepoint Private Client
Florida
– -$370K -2,362 Closed
AA
1502
ALPS Advisors
Colorado
– -$360K -2,296 Closed
HVIA
1503
Hudson Valley Investment Advisors
New York
– -$294K -2,276 Closed
LG
1504
Leuthold Group
Minnesota
– -$351K -2,236 Closed
SICM
1505
Sustainable Insight Capital Management
New York
– -$298K -1,900 Closed
PCP
1506
Proficio Capital Partners
Massachusetts
– -$281K -1,796 Closed
VIA
1507
Virtus Investment Advisers
Connecticut
– -$279K -1,777 Closed
PFMU
1508
Privium Fund Management (UK)
United Kingdom
– -$280K -1,773 Closed
GHA
1509
GW Henssler & Associates
Georgia
– -$267K -1,704 Closed
VP
1510
Verum Partners
North Carolina
– -$265K -1,691 Closed
SI
1511
Symmetry Investments
Jersey
– -$258K -1,644 Closed
FNT
1512
First Nebraska Trust
Nebraska
– -$256K -1,634 Closed
CWA
1513
Clarus Wealth Advisors
Arizona
– -$232K -1,599 Closed
HCM
1514
Hengehold Capital Management
Ohio
– -$247K -1,576 Closed
NFP
1515
Narus Financial Partners
Utah
– -$239K -1,525 Closed
CMBA
1516
C.M. Bidwell & Associates
Hawaii
– -$239K -1,523 Closed
KA
1517
Kovack Advisors
Florida
– -$238K -1,515 Closed
CSA
1518
Cottage Street Advisors
Massachusetts
– -$237K -1,509 Closed
BTWM
1519
Baker Tilly Wealth Management
Wisconsin
– -$236K -1,506 Closed
OPPS
1520
Obsidian Personal Planning Solutions
Maryland
– -$235K -1,500 Closed
MIS
1521
Morningstar Investment Services
Illinois
– -$227K -1,476 Closed
SIM
1522
SSI Investment Management
California
– -$231K -1,474 Closed
EL
1523
EWA LLC
Pennsylvania
– -$213K -1,454 Closed
PA
1524
PFG Advisors
Arizona
– -$228K -1,454 Closed
GWM
1525
GSB Wealth Management
Connecticut
– -$227K -1,451 Closed
59 60
61
62 63

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.