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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
AIMCA
1501
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.88M -11,000 Closed
ECU
1502
Eisler Capital (UK)
United Kingdom
– -$1.78M -10,445 Closed
CGF
1503
Constant Guidance Financial
Massachusetts
– -$1.64M -9,023 Closed
SCM
1504
Stevens Capital Management
Pennsylvania
– -$1.38M -8,086 Closed
I
1505
InceptionR
California
– -$1.17M -6,881 Closed
SPA
1506
Sherbrooke Park Advisers
New York
– -$1.09M -6,415 Closed
IFU
1507
iSAM Funds (UK)
United Kingdom
– -$1.04M -6,065 Closed
CA
1508
Cornerstone Advisory
Maryland
– -$989K -5,793 Closed
LAS
1509
Lloyd Advisory Services
Georgia
– -$982K -5,755 Closed
LCM
1510
LVM Capital Management
Michigan
– -$912K -5,345 Closed
CCIA
1511
Campbell & Co Investment Adviser
Maryland
– -$808K -4,731 Closed
LNC
1512
Lincoln National Corp
Pennsylvania
– -$795K -4,657 Closed
SPG
1513
Strategic Planning Group
Utah
– -$782K -4,579 Closed
MC
1514
Machina Capital
France
– -$768K -4,500 Closed
DF
1515
Donoghue Forlines
Massachusetts
– -$760K -4,454 Closed
PP
1516
Pacifica Partners
Canada
– -$690K -4,100 Closed
EW
1517
Evoke Wealth
California
– -$661K -3,870 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1518
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$653K -3,828 Closed
DTL
1519
Dynamic Technology Lab
Singapore
– -$610K -3,572 Closed
VWM
1520
Vivid Wealth Management
Iowa
– -$564K -3,303 Closed
TF
1521
Trek Financial
Arizona
– -$554K -3,244 Closed
USGIU
1522
U.S. Global Investors (USGI)
Texas
– -$469K -2,750 Closed
CBFP
1523
Cedar Brook Financial Partners
Ohio
– -$465K -2,722 Closed
DWA
1524
Delap Wealth Advisory
Oregon
– -$461K -2,701 Closed
AA
1525
AlphaQ Advisors
Florida
– -$439K -2,571 Closed
59 60
61
62 63

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.