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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.04B -$155M -1,065,563 -3%
BlackRock
2
BlackRock
New York
$3.33B -$319M -2,193,780 -8%
State Street
3
State Street
Massachusetts
$2.93B -$129M -887,049 -4%
Charles Schwab
4
Charles Schwab
California
$1.39B +$7.38M +50,837 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.18B +$9.06M +62,429 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$1.01B +$80.2M +552,340 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$914M +$2.36M +16,285 +0.2%
N
8
Nuveen
North Carolina
$770M +$12.9M +89,030 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$741M -$448M -3,085,735 -36%
Bank of America
10
Bank of America
North Carolina
$654M +$3.54M +24,408 +0.5%
Franklin Resources
11
Franklin Resources
California
$639M +$36M +247,630 +6%
Norges Bank
12
Norges Bank
Norway
$625M +$21.5M +148,374 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$609M +$27.4M +188,947 +4%
Barclays
14
Barclays
United Kingdom
$591M +$22.3M +153,356 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$574M +$8.44M +58,118 +1%
Invesco
16
Invesco
Georgia
$504M +$36.8M +253,405 +7%
Pacer Advisors
17
Pacer Advisors
Pennsylvania
$484M +$82.3M +567,059 +19%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$465M +$272K +1,870 +0.1%
Northern Trust
19
Northern Trust
Illinois
$448M -$14.1M -97,278 -3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$385M +$406M +2,793,607 +4,908%
MBI
21
Montrusco Bolton Investments
Quebec, Canada
$342M +$22M +151,200 +6%
UBS AM
22
UBS AM
Illinois
$341M +$23.7M +163,505 +7%
Goldman Sachs
23
Goldman Sachs
New York
$329M -$35.3M -243,400 -9%
Amundi
24
Amundi
France
$328M +$25.9M +178,600 +8%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$316M +$32.2M +221,862 +10%
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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.