Valero Energy
VLO
1,528 hedge funds and large institutions have $45.4B invested in Valero Energy in 2024 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 532 increasing their positions, 557 reducing their positions, and 104 closing their positions.
123% more funds holding in top 10
Funds holding in top 10: 13 → 29 (+16)
100% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 104
59% more capital inflows, than outflows
Capital inflows: $3.37B | Capital outflows: $2.11B
59% more call options, than puts
Call options by funds: $2B | Put options by funds: $1.26B
5% more funds holding
Funds holding: 1,451 → 1,528 (+77)
3.31% more ownership
Funds ownership: 76.83% → 80.14% (+3.3%)
4% less repeat investments, than reductions
Existing positions increased: 532 | Existing positions reduced: 557
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 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$181M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$112M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$88.9M |
| 4 |
Millennium Management
New York
|
-$75.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$59.9M |
VLO Hedge Fund Activity: Q1 2024 in Review
1,528 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2024, worth a combined $45.4B — up 34% from $34B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new VLO positions and 104 closed out — a net gain of 104 holders — while 532 added to existing stakes and 557 trimmed.
The largest buyer was Franklin Resources, adding an estimated $502M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $181M.
- 1,528 institutional investors held Valero Energy (VLO) as of Q1 2024, up from 1,451 in Q4 2023.
- Funds reported $45.4B of Valero Energy stock for Q1 2024, up 34% quarter-over-quarter.
- 208 funds opened new Valero Energy positions in Q1 2024 and 104 closed out, a net change of +104 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 Qube Research & Technologies (QRT), an estimated $181M sold.
Based on aggregated 13F filings for Q1 2024.