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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
Simplex Trading
201
Simplex Trading
Illinois
$11.7M -$1.63M -11,197 -11%
SFWA
202
Summit Financial Wealth Advisors
Louisiana
$11.6M +$46.3K +319 +0.4%
SOAMC
203
Spirit of America Management Corp
New York
$11.5M -$378K -2,600 -3%
CF
204
Corebridge Financial
Texas
$11.4M -$563K -3,875 -4%
Creative Planning
205
Creative Planning
Kansas
$11.4M +$450K +3,097 +4%
RCYC
206
Richard C. Young & Co
Rhode Island
$11.3M -$197K -1,354 -2%
MIM
207
MetLife Investment Management
New Jersey
$11.2M -$568K -3,914 -4%
KL
208
KWMG LLC
Kansas
$11M +$83.3K +574 +0.7%
CIA
209
Capital Investment Advisors
Georgia
$11M +$6.83M +47,016 +136%
Comerica Bank
210
Comerica Bank
Texas
$11M -$274K -1,886 -2%
NNPTE
211
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$10.9M -$147K -1,009 -1%
OC
212
Oakworth Capital
Alabama
$10.8M +$25.6K +176 +0.2%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$10.8M -$236K -1,623 -2%
AAM
214
Advisors Asset Management
Colorado
$10.8M +$135K +933 +1%
FNT
215
First National Trust
Pennsylvania
$10.6M -$28.6K -197 -0.2%
BB
216
Busey Bank
Illinois
$10.4M +$209K +1,439 +2%
WTC
217
WhitTier Trust Company
Nevada
$10.3M -$48.9K -337 -0.4%
QCM
218
QRG Capital Management
Illinois
$10.3M -$587K -4,042 -5%
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$10.2M -$4.04M -27,833 -27%
ELI
220
Empire Life Investments
Ontario, Canada
$10.2M -$139K -959 -1%
HHAM
221
HITE Hedge Asset Management
Massachusetts
$10.1M +$6.29M +43,299 +136%
SAM
222
Storebrand Asset Management
Norway
$10.1M +$457K +3,144 +4%
AHC
223
Adell Harriman & Carpenter
Texas
$10.1M +$688K +4,735 +7%
Wealthfront Advisers
224
Wealthfront Advisers
California
$9.96M -$59.4K -409 -0.6%
CIM
225
Cambria Investment Management
California
$9.89M -$99.6K -686 -0.9%
7 8
9
10 11

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.