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Valero Energy
VLO

1,470 hedge funds and large institutions have $41.3B invested in Valero Energy in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 567 increasing their positions, 551 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.48B | Put options by funds: $1.07B

3% more repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 551

0.46% more ownership

Funds ownership: 80.14% → 80.6% (+0.46%)

3% less funds holding

Funds holding: 1,522 → 1,470 (-52)

9% less capital invested

Capital invested by funds: $45.4B → $41.3B (-$4.14B)

24% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 139

38% less funds holding in top 10

Funds holding in top 10: 29 → 18 (-11)

Holders
1,470
Holders Change
-52
Holders Change %
-3.42%
% of All Funds
21.23%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.26%
New
106
Increased
567
Reduced
551
Closed
139
Calls
$1.48B
Puts
$1.07B
Net Calls
+$417M
Net Calls Change
-$323M

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$273M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$128M
3
Goldman Sachs
Goldman Sachs
New York
+$124M
4
UBS AM
UBS AM
Illinois
+$94.7M
5
Holocene Advisors
Holocene Advisors
New York
+$68.8M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$331M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$175M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$123M
4
Marshall Wace
Marshall Wace
United Kingdom
-$122M
5
Amundi
Amundi
France
-$63.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGP
451
M&G plc
United Kingdom
$2.96M +$3.05M +18,874 New
SAM
452
Securian Asset Management
Minnesota
$2.95M -$202K -1,249 -6%
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$2.9M -$210K -1,300 -7%
MG
454
Mather Group
Illinois
$2.86M +$2.22M +13,759 +463%
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$2.85M +$507K +3,144 +21%
HWM
456
HB Wealth Management
Georgia
$2.84M +$688K +4,261 +31%
GL
457
Graypoint LLC
New York
$2.81M -$15.3K -95 -0.5%
USCWA
458
U.S. Capital Wealth Advisors
Texas
$2.8M -$273K -1,692 -9%
BFA
459
Bragg Financial Advisors
North Carolina
$2.8M -$92.3K -572 -3%
Bessemer Group
460
Bessemer Group
New Jersey
$2.76M -$3.13M -19,371 -52%
BA
461
Bristlecone Advisors
Washington
$2.73M +$6.78K +42 +0.2%
PA
462
Profund Advisors
Maryland
$2.72M +$132K +815 +5%
PAS
463
Park Avenue Securities
New York
$2.71M +$437K +2,711 +19%
NMERB
464
New Mexico Educational Retirement Board
New Mexico
$2.68M – – –
FIM
465
Fruth Investment Management
Texas
$2.68M -$4.03K -25 -0.1%
SFA
466
Sequoia Financial Advisors
Ohio
$2.68M +$203K +1,259 +8%
TC
467
Trilogy Capital
California
$2.65M -$39.4K -244 -1%
FM
468
Foster & Motley
Ohio
$2.64M +$314K +1,947 +13%
Brown Advisory
469
Brown Advisory
Maryland
$2.64M -$51.6K -320 -2%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$2.6M +$442K +2,742 +19%
IC
471
Inscription Capital
Texas
$2.6M +$135K +836 +5%
ACMA
472
Arbor Capital Management (Alaska)
Alaska
$2.59M -$192K -1,187 -7%
ONB
473
Old National Bancorp
Indiana
$2.58M +$33.7K +209 +1%
BIA
474
Beacon Investment Advisors
Maryland
$2.55M +$19.7K +122 +0.8%
Luther King Capital Management (LKCM)
475
Luther King Capital Management (LKCM)
Texas
$2.53M -$4.2K -26 -0.2%
17 18
19
20 21

VLO Hedge Fund Activity: Q2 2024 in Review

1,470 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2024, worth a combined $41.3B — down 9.1% from $45.4B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of VLO and 106 opened new positions — a net loss of 33 holders — while 551 trimmed existing stakes and 567 added.

The largest buyer was Nuveen, adding an estimated $273M. The largest seller was BlackRock, cutting an estimated $331M.

  • 1,470 institutional investors held Valero Energy (VLO) as of Q2 2024, down from 1,522 in Q1 2024.
  • Funds reported $41.3B of Valero Energy stock for Q2 2024, down 9.1% quarter-over-quarter.
  • 106 funds opened new Valero Energy positions in Q2 2024 and 139 closed out, a net change of -33 holders.
  • The largest Valero Energy buyer in Q2 2024 was Nuveen, an estimated $273M added.
  • The largest Valero Energy seller in Q2 2024 was BlackRock, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2024.