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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
JWM
1126
Jeppson Wealth Management
California
$260K +$21.9K +136 +9%
ZF
1127
Zhang Financial
Michigan
$259K – – –
SI
1128
Symmetry Investments
Jersey
$258K +$265K +1,644 New
SCM
1129
Schnieders Capital Management
California
$257K – – –
SIM
1130
Sentry Investment Management
Wisconsin
$257K -$54.2K -336 -17%
FNT
1131
First Nebraska Trust
Nebraska
$256K – – –
AAMC
1132
Asset Allocation & Management Company
Illinois
$256K – – –
BCWM
1133
Bartlett & Co Wealth Management
Ohio
$255K -$11.3K -70 -4%
NCFG
1134
New Century Financial Group
New Jersey
$255K +$263K +1,627 New
CA
1135
Commerzbank Aktiengesellschaft
Germany
$254K -$6.62K -41 -2%
KA
1136
Kozak & Associates
Colorado
$252K +$1.77K +11 +0.7%
TSW
1137
Thompson Siegel & Walmsley
Virginia
$251K -$3.23K -20 -1%
TPCW
1138
TD Private Client Wealth
New York
$251K -$4.52K -28 -2%
ABC
1139
Associated Banc-Corp
Wisconsin
$251K +$18.2K +113 +8%
BPFA
1140
Barnes Pettey Financial Advisors
Mississippi
$249K -$16.1K -100 -6%
HC
1141
Hamilton Capital
Ohio
$249K -$104K -647 -29%
POIA
1142
Pin Oak Investment Advisors
Texas
$248K – – –
HCM
1143
Hengehold Capital Management
Ohio
$247K -$51K -316 -17%
GWM
1144
Gray Wealth Management
Maine
$244K – – –
ANTB
1145
AMG National Trust Bank
Colorado
$243K – – –
NDSI
1146
Newman Dignan & Sheerar Inc
Rhode Island
$242K +$484 +3 +0.2%
Los Angeles Capital Management
1147
Los Angeles Capital Management
California
$242K -$19.5M -120,904 -99%
CSIC
1148
Clifford Swan Investment Counsel
California
$241K – – –
HKIMG
1149
Hutchens & Kramer Investment Management Group
Indiana
$241K -$2.1K -13 -0.8%
BFC
1150
Bedel Financial Consulting
Indiana
$240K -$8.07K -50 -3%
44 45
46
47 48

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.