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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
BIA
1551
Benchmark Investment Advisors
Illinois
– -$232K -1,358 Closed
PPW
1552
Pasadena Private Wealth
California
– -$229K -1,344 Closed
RFG
1553
Range Financial Group
Oregon
– -$229K -1,343 Closed
FOA
1554
Five Oceans Advisors
California
– -$227K -1,331 Closed
MGIA
1555
Moneta Group Investment Advisors
Missouri
– -$227K -1,330 Closed
AC
1556
Allstate Corporation
Illinois
– -$226K -1,322 Closed
BFG
1557
Berger Financial Group
Minnesota
– -$223K -1,309 Closed
HIC
1558
Hartline Investment Corp
Illinois
– -$222K -1,299 Closed
PP
1559
PDS Planning
Ohio
– -$218K -1,280 Closed
O
1560
Ossiam
France
– -$218K -1,275 Closed
MWA
1561
Martel Wealth Advisors
Washington
– -$217K -1,273 Closed
PS
1562
Planned Solutions
California
– -$217K -1,269 Closed
PGIM
1563
Pacific Global Investment Management
California
– -$215K -1,262 Closed
MCM
1564
Morton Capital Management
California
– -$215K -1,261 Closed
RFM
1565
Royal Fund Management
Florida
– -$215K -1,261 Closed
BIM
1566
Baldwin Investment Management
Pennsylvania
– -$215K -1,260 Closed
EB
1567
Exchange Bank
California
– -$215K -1,258 Closed
BFS
1568
Bradley Foster & Sargent
Connecticut
– -$215K -1,257 Closed
DFG
1569
Demars Financial Group
Washington
– -$214K -1,256 Closed
CWP
1570
Cyndeo Wealth Partners
Florida
– -$214K -1,253 Closed
SRC
1571
Shufro Rose & Co
New York
– -$213K -1,250 Closed
GDP
1572
Great Diamond Partners
Maine
– -$213K -1,245 Closed
LFA
1573
Legacy Financial Advisors
Kentucky
– -$211K -1,236 Closed
LAM
1574
L2 Asset Management
Massachusetts
– -$211K -1,234 Closed
RWM
1575
RKL Wealth Management
Pennsylvania
– -$210K -1,233 Closed
61 62
63
64 65

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.