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Valvoline
VVV

Overview Fund Activity

317 hedge funds and large institutions have $4.39B invested in Valvoline in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-16
Holders Change %
-4.8%
% of All Funds
7.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
37
Increased
91
Reduced
117
Closed
48
Calls
$3.91M
Puts
$2.54M
Net Calls
+$1.37M
Net Calls Change
-$5.58M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$148M
2
Fidelity International
Fidelity International
Bermuda
+$112M
3
American Century Companies
American Century Companies
Missouri
+$46.2M
4
CIP
Champlain Investment Partners
Vermont
+$41.1M
5
TCM
Tensile Capital Management
California
+$22.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$49.2M
2
Boston Partners
Boston Partners
Massachusetts
-$43M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$36.4M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$29.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
226
Ladenburg Thalmann Financial Services
Florida
$100K +$12K +554 +14%
MMG
227
Monetary Management Group
Missouri
$88K -$6.06K -274 -6%
Citigroup
228
Citigroup
New York
$86K -$1.25K -57 -1%
IA
229
IFP Advisors
Florida
$83K – – –
Envestnet Asset Management
230
Envestnet Asset Management
Illinois
$76K -$70.8K -3,230 -48%
AG
231
Advisor Group
Arizona
$70K -$32.8K -1,492 -32%
RFC
232
Regions Financial Corp
Alabama
$63K -$1.44K -65 -2%
IBOK
233
Independence Bank of Kentucky
Kentucky
$62K – – –
BG
234
Bollard Group
Massachusetts
$57K +$177 +8 +0.3%
WT
235
Whittier Trust
California
$49K – – –
SIC
236
Salem Investment Counselors
North Carolina
$48K – – –
IWM
237
IHT Wealth Management
Illinois
$45K -$4.62K -214 -9%
WAS
238
Winch Advisory Services
Wisconsin
$43K +$133 +6 +0.3%
WDL
239
Well Done LLC
Michigan
$41K +$41K +1,861 New
PFBT
240
Parkside Financial Bank & Trust
Missouri
$38K +$5.99K +273 +19%
WTC
241
WhitTier Trust Company
Nevada
$36K – – –
SWP
242
Stratos Wealth Partners
Ohio
$35K -$965 -43 -3%
AF
243
Arrow Financial
New York
$34K +$34K +1,537 New
GT
244
Glenmede Trust
Pennsylvania
$32K – – –
GFP
245
Gryphon Financial Partners
Ohio
$32K – – –
HFM
246
Hartford Financial Management
Connecticut
$31K – – –
CPA
247
Clear Perspective Advisors
Illinois
$31K +$31K +1,413 New
Macquarie Group
248
Macquarie Group
Australia
$30K -$138K -6,314 -82%
APA
249
American Portfolios Advisors
New York
$29.3K +$44 +2 +0.2%
S
250
SignatureFD
Georgia
$29K +$29K +1,316 New
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