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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
SIG
1576
Sky Investment Group
Connecticut
– -$210K -1,232 Closed
FMI
1577
F/M Investments
District of Columbia
– -$210K -1,231 Closed
TPI
1578
Trust Point Inc
Wisconsin
– -$210K -1,231 Closed
AIA
1579
Angeles Investment Advisors
California
– -$208K -1,221 Closed
KWM
1580
Keebeck Wealth Management
Illinois
– -$208K -1,216 Closed
MWM
1581
Merriman Wealth Management
Washington
– -$207K -1,215 Closed
PPWP
1582
Premier Path Wealth Partners
New Jersey
– -$207K -1,213 Closed
AFAS
1583
Acorn Financial Advisory Services
Virginia
– -$207K -1,210 Closed
KCM
1584
Kennedy Capital Management
Missouri
– -$206K -1,208 Closed
AG
1585
Advocate Group
Minnesota
– -$206K -1,204 Closed
JCM
1586
Jacobsen Capital Management
Utah
– -$205K -1,201 Closed
WA1
1587
Wimmer Associates 1
California
– -$205K -1,200 Closed
MW
1588
Marcum Wealth
Ohio
– -$204K -1,194 Closed
OAM
1589
Occidental Asset Management
California
– -$202K -1,184 Closed
SWM
1590
Silverlake Wealth Management
Vermont
– -$201K -1,179 Closed
GWM
1591
Greenwich Wealth Management
Connecticut
– -$201K -1,175 Closed
VA
1592
Verdad Advisers
Massachusetts
– -$189K -1,110 Closed
TC
1593
Truvestments Capital
Florida
– -$137K -800 Closed
FWA
1594
FSC Wealth Advisors
New York
– -$55.1K -323 Closed
Bank Julius Baer & Co
1595
Bank Julius Baer & Co
Switzerland
– -$42.8K -251 Closed
N
1596
Natixis
France
– -$41.1K -241 Closed
EL
1597
EMFO LLC
Florida
– -$38.9K -228 Closed
First Manhattan
1598
First Manhattan
New York
– -$38.2K -224 Closed
LFA
1599
Legend Financial Advisors
Pennsylvania
– -$34.1K -200 Closed
HI
1600
Hoey Investments
Pennsylvania
– -$17.1K -100 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.