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Valero Energy
VLO

1,474 hedge funds and large institutions have $33B invested in Valero Energy in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 496 increasing their positions, 570 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 139

2% more funds holding

Funds holding: 1,445 → 1,474 (+29)

2.01% more ownership

Funds ownership: 81% → 83.01% (+2%)

3% less call options, than puts

Call options by funds: $925M | Put options by funds: $956M

6% less capital invested

Capital invested by funds: $34.9B → $33B (-$1.94B)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

13% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 570

Holders
1,474
Holders Change
+29
Holders Change %
+2.01%
% of All Funds
19.42%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
194
Increased
496
Reduced
570
Closed
139
Calls
$925M
Puts
$956M
Net Calls
-$30.6M
Net Calls Change
-$659M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$643M
2
Citadel Advisors
Citadel Advisors
Florida
+$168M
3
Norges Bank
Norges Bank
Norway
+$111M
4
BlackRock
BlackRock
New York
+$96.6M
5
UBS Group
UBS Group
Switzerland
+$82.8M

Top Sellers

1
State Street
State Street
Massachusetts
-$160M
2
IAIM
International Assets Investment Management
Florida
-$142M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$129M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
5
Morgan Stanley
Morgan Stanley
New York
-$112M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
1501
B.O.S.S. Retirement Advisors
Utah
– -$1.27M -9,421 Closed
SRL
1502
Scientech Research LLC
New Jersey
– -$1.24M -9,172 Closed
GCP
1503
GSA Capital Partners
United Kingdom
– -$1.18M -8,707 Closed
PAM
1504
Paradigm Asset Management
New York
– -$1.15M -8,500 Closed
DF
1505
Donoghue Forlines
Massachusetts
– -$1.14M -8,447 Closed
IPW
1506
Impact Partnership Wealth
Georgia
– -$1.14M -8,442 Closed
FC
1507
FORA Capital
Florida
– -$1.1M -8,163 Closed
DTL
1508
Dynamic Technology Lab
Singapore
– -$1.08M -7,973 Closed
CCIA
1509
Campbell & Co Investment Adviser
Maryland
– -$1.05M -7,789 Closed
Arrowstreet Capital
1510
Arrowstreet Capital
Massachusetts
– -$1.02M -7,573 Closed
MWPCG
1511
Measured Wealth Private Client Group
New Hampshire
– -$940K -6,960 Closed
CAMG
1512
CWA Asset Management Group
Florida
– -$939K -6,958 Closed
MM
1513
MQS Management
New York
– -$907K -6,714 Closed
CFM
1514
Catalyst Funds Management
Australia
– -$864K -6,400 Closed
JF
1515
Jump Financial
Illinois
– -$856K -6,341 Closed
SCM
1516
Stevens Capital Management
Pennsylvania
– -$850K -6,294 Closed
CastleKeep Investment Advisors
1517
CastleKeep Investment Advisors
Connecticut
– -$818K -6,059 Closed
VEA
1518
Virtus ETF Advisers
New York
– -$751K -5,564 Closed
GLA
1519
Great Lakes Advisors
Illinois
– -$733K -5,430 Closed
MPPLM
1520
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$684K -5,066 Closed
CCB
1521
Cutter & Co Brokerage
Missouri
– -$667K -4,937 Closed
NC
1522
nVerses Capital
Florida
– -$648K -4,800 Closed
SPA
1523
Sherbrooke Park Advisers
New York
– -$616K -4,559 Closed
DAS
1524
Dynamic Advisor Solutions
Arizona
– -$597K -4,419 Closed
TWP
1525
Tyche Wealth Partners
Texas
– -$595K -4,404 Closed
59 60
61
62 63

VLO Hedge Fund Activity: Q4 2024 in Review

1,474 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2024, worth a combined $33B — down 5.6% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new VLO positions and 139 closed out — a net gain of 55 holders — while 496 added to existing stakes and 570 trimmed.

The largest buyer was Vanguard Group, adding an estimated $643M. The largest seller was State Street, cutting an estimated $160M.

  • 1,474 institutional investors held Valero Energy (VLO) as of Q4 2024, up from 1,445 in Q3 2024.
  • Funds reported $33B of Valero Energy stock for Q4 2024, down 5.6% quarter-over-quarter.
  • 194 funds opened new Valero Energy positions in Q4 2024 and 139 closed out, a net change of +55 holders.
  • The largest Valero Energy buyer in Q4 2024 was Vanguard Group, an estimated $643M added.
  • The largest Valero Energy seller in Q4 2024 was State Street, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2024.