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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
DWM
1551
Dakota Wealth Management
Florida
– -$205K -1,305 Closed
EA
1552
Ergawealth Advisors
Illinois
– -$204K -1,304 Closed
QWP
1553
Quotient Wealth Partners
Texas
– -$204K -1,301 Closed
WAS
1554
WESPAC Advisors SoCal
California
– -$204K -1,300 Closed
BCA
1555
Bay Colony Advisors
Massachusetts
– -$204K -1,299 Closed
KFA
1556
Kapstone Financial Advisors
Ohio
– -$203K -1,294 Closed
KFP
1557
KMG Fiduciary Partners
Ohio
– -$202K -1,286 Closed
QFA
1558
Quantum Financial Advisors
California
– -$202K -1,286 Closed
AIA
1559
Alera Investment Advisors
Illinois
– -$201K -1,282 Closed
GI
1560
GAMCO Investors
Connecticut
– -$200K -1,279 Closed
SWM
1561
Sendero Wealth Management
Texas
– -$200K -1,278 Closed
RFA
1562
Register Financial Advisors
Georgia
– -$173K -1,101 Closed
TFF
1563
The Family Firm
Maryland
– -$116K -738 Closed
SP
1564
SWS Partners
Ohio
– -$101K -644 Closed
KFS
1565
Kelly Financial Services
Massachusetts
– -$66.5K -424 Closed
GLR
1566
Great Lakes Retirement
Ohio
– -$64.1K -409 Closed
BFPW
1567
BOK Financial Private Wealth
Colorado
– -$58.8K -375 Closed
FIA
1568
FNY Investment Advisers
New York
– -$47K -300 Closed
WIA
1569
Wetzel Investment Advisors
Indiana
– -$47.5K -278 Closed
TWP
1570
Triad Wealth Partners
Kansas
– -$39.4K -251 Closed
SSG
1571
Summit Securities Group
New York
– -$31K -200 Closed
LIA
1572
Lynx Investment Advisory
District of Columbia
– -$28.8K -184 Closed
FFA
1573
First Foundation Advisors
California
– -$27.9K -178 Closed
EC
1574
EdgeRock Capital
Colorado
– -$26.7K -170 Closed
SA
1575
Scarborough Advisors
Maryland
– -$21K -134 Closed
60 61 62
63
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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.