Valero Energy
1,521 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 530 increasing their positions, 555 reducing their positions, and 104 closing their positions.
123% more funds holding in top 10
Funds holding in top 10: 13 → 29 (+16)
98% more first-time investments, than exits
New positions opened: 206 | Existing positions closed: 104
59% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.26B
29% more capital invested
Capital invested by funds: $35.1B → $45.4B (+$10.3B)
5% more funds holding
Funds holding: 1,446 → 1,521 (+75)
0.78% more ownership
Funds ownership: 79.36% → 80.14% (+0.78%)
5% less repeat investments, than reductions
Existing positions increased: 530 | Existing positions reduced: 555
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$502M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$328M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$301M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$269M |
| 5 |
Barclays
London,
United Kingdom
|
+$237M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.29B |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$181M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$112M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$88.9M |
| 5 |
Millennium Management
New York
|
-$75.2M |
VLO Hedge Fund Activity: Q1 2024 in Review
1,521 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2024, worth a combined $45.4B — up 29% from $35.1B a quarter earlier.
Buyers outnumbered sellers: 206 funds opened new VLO positions and 104 closed out — a net gain of 102 holders — while 530 added to existing stakes and 555 trimmed.
The largest buyer was Franklin Resources, adding an estimated $502M. The largest seller was Morgan Stanley, cutting an estimated $1.29B.
- 1,521 institutional investors held Valero Energy (VLO) as of Q1 2024, up from 1,446 in Q4 2023.
- Funds reported $45.4B of Valero Energy stock for Q1 2024, up 29% quarter-over-quarter.
- 206 funds opened new Valero Energy positions in Q1 2024 and 104 closed out, a net change of +102 holders.
- The largest Valero Energy buyer in Q1 2024 was Franklin Resources, an estimated $502M added.
- The largest Valero Energy seller in Q1 2024 was Morgan Stanley, an estimated $1.29B sold.
Based on aggregated 13F filings for Q1 2024.