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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
FCI
876
Financial Counselors Inc
Kansas
$552K -$39.5K -245 -7%
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$77K +477 +16%
WC
878
Waterloo Capital
Texas
$549K +$7.91K +49 +1%
EFS
879
Essex Financial Services
Connecticut
$546K +$131K +809 +29%
EFG
880
Embree Financial Group
Illinois
$543K +$3.55K +22 +0.6%
AFP
881
Ausdal Financial Partners
Iowa
$543K +$12.7K +79 +2%
KMWM
882
Keudell/Morrison Wealth Management
Oregon
$541K +$64.5K +400 +13%
CIA
883
Cladis Investment Advisory
Montana
$541K -$30.3K -188 -5%
CI
884
Cigna Investments
Connecticut
$540K -$24.7K -153 -4%
FFA
885
Farther Finance Advisors
California
$540K +$355K +2,198 +180%
WAP
886
Wealthcare Advisory Partners
Pennsylvania
$539K -$210K -1,304 -27%
S
887
Sunpointe
Missouri
$539K +$2.58K +16 +0.5%
KCM
888
Kathmere Capital Management
Pennsylvania
$535K +$102K +633 +23%
1WA
889
180 Wealth Advisors
Washington
$535K +$588K +3,646 New
GFG
890
Goldstone Financial Group
Illinois
$533K -$5.16K -32 -0.9%
HIMC
891
Heritage Investors Management Corp
Maryland
$533K +$24.2K +150 +5%
GCM
892
Gallacher Capital Management
Colorado
$531K +$547K +3,390 New
FPAS
893
Focus Partners Advisor Solutions
Missouri
$529K -$125K -772 -19%
TP
894
Tranquility Partners
Tennessee
$528K – – –
FRA
895
Frank Rimerman Advisors
California
$526K +$444K +2,753 +457%
WMA
896
Wealth Management Associates
New Jersey
$525K – – –
FWM
897
Forza Wealth Management
Florida
$525K – – –
FAM
898
Formidable Asset Management
Ohio
$525K +$46.1K +286 +9%
VCS
899
Vaughan & Co Securities
New Jersey
$521K -$9.84K -61 -2%
GAAM
900
Guinness Atkinson Asset Management
California
$521K -$22.1K -137 -4%
34 35
36
37 38

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.