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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
SO
151
STRS Ohio
Ohio
$18.7M -$975K -6,714 -5%
SA
152
Sanctuary Advisors
Indiana
$18.7M +$994K +6,844 +5%
Nomura Asset Management
153
Nomura Asset Management
Japan
$18.2M +$630K +4,338 +3%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$18.1M -$157K -1,080 -0.8%
Mariner
155
Mariner
Kansas
$17.9M +$11.8K +81 +0.1%
Canada Pension Plan Investment Board
156
Canada Pension Plan Investment Board
Ontario, Canada
$17.9M -$8.18M -56,362 -30%
IIM
157
INTECH Investment Management
Florida
$17.8M +$4.59M +31,616 +32%
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$17.7M +$8.1M +55,753 +74%
USAA
159
United Services Automobile Association
Texas
$17.5M -$6.11M -42,110 -25%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$17.4M -$1.67M -11,485 -8%
Asset Management One
161
Asset Management One
Japan
$16.6M -$782K -5,387 -4%
Federated Hermes
162
Federated Hermes
Pennsylvania
$16.5M -$4.35M -29,947 -20%
ANRF
163
Adams Natural Resources Fund
Maryland
$16.4M +$5.1M +35,100 +41%
State of New Jersey Common Pension Fund D
164
State of New Jersey Common Pension Fund D
New Jersey
$16.3M +$86K +592 +0.5%
Rafferty Asset Management
165
Rafferty Asset Management
New York
$16.2M -$554K -3,812 -3%
SAIG
166
Semper Augustus Investments Group
Colorado
$15.8M +$11.5M +79,427 +211%
IMRF
167
Illinois Municipal Retirement Fund
Illinois
$15.7M -$150K -1,032 -0.9%
GAM
168
Gotham Asset Management
New York
$15.6M +$9.9M +68,162 +144%
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$15.4M +$10.8M +74,369 +189%
AIM
170
Achmea Investment Management
Netherlands
$15.3M +$3.1M +21,324 +23%
SC
171
Sagefield Capital
Texas
$15.1M +$658K +4,533 +4%
Cerity Partners
172
Cerity Partners
New York
$14.9M +$4.13M +28,441 +35%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$14.9M -$821K -5,651 -5%
GAM
174
Guinness Asset Management
United Kingdom
$14.7M -$2.59M -17,860 -14%
Toronto Dominion Bank
175
Toronto Dominion Bank
Ontario, Canada
$14.6M +$1.13M +7,799 +8%
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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.