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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
MIM
1451
Macroview Investment Management
Maryland
$2.98K – – –
HH
1452
HWG Holdings
Texas
$2.98K +$3.07K +19 New
CAM
1453
ClariVest Asset Management
California
$2.96K -$807 -5 -21%
PA
1454
PSI Advisors
Florida
$2.37K +$2.58K +16 New
NECFA
1455
New England Capital Financial Advisors
Connecticut
$2.36K – – –
JPWM
1456
Jamison Private Wealth Management
Georgia
$2.35K – – –
TF
1457
Tompkins Financial
New York
$2.35K – – –
ACM
1458
Anfield Capital Management
California
$2.35K +$2.42K +15 New
RI
1459
Ridgewood Investments
New Jersey
$2.04K +$2.1K +13 New
DCM
1460
Davis Capital Management
Florida
$1.9K – – –
CIA
1461
Cape Investment Advisory
Georgia
$1.88K -$27.6K -171 -93%
GFPC
1462
Global Financial Private Client
Florida
$1.72K – – –
CJ
1463
Caitlin John
Michigan
$1.41K -$484 -3 -25%
CC
1464
Cypress Capital
Tennessee
$1.41K +$1.45K +9 New
W
1465
WealthCollab
Washington
$1.25K – – –
RFG
1466
REAP Financial Group
Texas
$1.14K – – –
PCM
1467
Perritt Capital Management
Illinois
$1.12K – – –
DAM
1468
Delta Asset Management
Tennessee
$1.1K – – –
BC
1469
Broadwater Capital
Massachusetts
$941 – – –
JFA
1470
JNBA Financial Advisors
Minnesota
$784 – – –
WWM
1471
Wolff Wiese Magana
California
$784 – – –
RWPA
1472
Richard W. Paul & Associates
Michigan
$314 – – –
DWM
1473
Dogwood Wealth Management
Kansas
$7 – – –
BCM
1474
Bornite Capital Management
New York
– -$43.2M -253,100 Closed
KL
1475
KGH Ltd
Bahamas
– -$19.7M -115,220 Closed
57 58
59
60 61

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.