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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
FWCM
1076
Ferguson Wellman Capital Management
Oregon
$290K – – –
PA
1077
Probity Advisors
Texas
$289K – – –
OPTFSNA
1078
Old Point Trust & Financial Services N A
Virginia
$289K – – –
CAM
1079
Claret Asset Management
Quebec, Canada
$288K – – –
GWANC
1080
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K -$484 -3 -0.2%
LC
1081
Lindbrook Capital
California
$285K +$18.9K +117 +7%
MWM
1082
Modera Wealth Management
New Jersey
$284K -$46.5K -288 -14%
EBT
1083
Enterprise Bank & Trust
Massachusetts
$284K – – –
HWA
1084
HHM Wealth Advisors
Tennessee
$284K +$211K +1,309 +262%
FCM
1085
Fairbanks Capital Management
California
$283K – – –
BWG
1086
Beta Wealth Group
California
$282K -$403K -2,499 -58%
GB
1087
Goepper Burkhardt
South Carolina
$282K – – –
OAM
1088
Oak Asset Management
California
$282K – – –
PCP
1089
Proficio Capital Partners
Massachusetts
$281K +$7.42K +46 +3%
AP
1090
Americana Partners
Texas
$281K +$289K +1,794 New
LCM
1091
LCM Capital Management
Illinois
$281K -$2.1K -13 -0.7%
PIM
1092
Plato Investment Management
Australia
$281K -$762K -4,722 -73%
CPC
1093
Consolidated Planning Corp
Georgia
$281K +$289K +1,789 New
GP
1094
Girard Partners
Pennsylvania
$280K -$210K -1,300 -42%
PFMU
1095
Privium Fund Management (UK)
United Kingdom
$280K +$67.3K +417 +31%
VIA
1096
Virtus Investment Advisers
Connecticut
$279K -$14.5K -90 -5%
NI
1097
NDVR Inc
Massachusetts
$278K +$7.26K +45 +3%
DWT
1098
Dorsey & Whitney Trust
South Dakota
$276K +$2.74K +17 +1%
XF
1099
XML Financial
Maryland
$276K – – –
MFIM
1100
Mesirow Financial Investment Management
Illinois
$275K +$645 +4 +0.2%
42 43
44
45 46

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.