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Valvoline
VVV

Overview Fund Activity

331 hedge funds and large institutions have $4.53B invested in Valvoline in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 92 increasing their positions, 120 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+18
Holders Change %
+5.75%
% of All Funds
5.83%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
61
Increased
92
Reduced
120
Closed
41
Calls
$3.31M
Puts
$1.19M
Net Calls
+$2.12M
Net Calls Change
-$167K

Top Buyers

1
BWA
1
Brave Warrior Advisors
New York
$199M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$151M
3
Boston Partners
3
Boston Partners
Massachusetts
$305M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$153M
5
HRCM
5
Hawk Ridge Capital Management
California
$38.8M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
EC
2
Eminence Capital
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$76.5M
4
Invesco
4
Invesco
Georgia
$104M
5
WA
5
Wasatch Advisors
Utah
$269M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$299K +$45.3K +1,741 +18%
LPL Financial
227
LPL Financial
California
$278K +$4.66K +179 +2%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$276K +$10.3K +396 +4%
SCM
229
Shelton Capital Management
Colorado
$272K – – –
ECM
230
Evergreen Capital Management
Washington
$258K +$1.93K +74 +0.8%
E
231
Ergoteles
New York
$246K +$246K +9,440 New
XT
232
XTX Topco
Cayman Islands
$243K +$243K +9,326 New
LIM
233
Leavell Investment Management
Alabama
$241K – – –
BFEC
234
Benjamin F. Edwards & Company
Missouri
$234K – – –
Osaic Holdings
235
Osaic Holdings
Arizona
$233K +$51.1K +1,973 +28%
BCV
236
Banque Cantonale Vaudoise
Switzerland
$213K +$213K +8,165 New
P
237
&Partners
Tennessee
$213K +$213K +8,167 New
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$213K +$213K +8,179 New
WAM
239
World Asset Management
Michigan
$211K +$211K +6,710 New
VCM
240
Violich Capital Management
California
$211K +$211K +8,075 New
S
241
SignatureFD
Georgia
$210K +$178K +6,820 +559%
GT
242
Greenleaf Trust
Michigan
$209K +$209K +8,019 New
MGIA
243
Moneta Group Investment Advisors
Missouri
$204K +$204K +7,825 New
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$204K +$204K +7,837 New
SIC
245
Salem Investment Counselors
North Carolina
$149K – – –
PFBT
246
Parkside Financial Bank & Trust
Missouri
$98K -$4.25K -163 -4%
LIM
247
Longfellow Investment Management
Massachusetts
$98K – – –
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$95K +$6.64K +255 +8%
SWM
249
Spire Wealth Management
Virginia
$93K +$93K +3,561 New
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$90K +$25.6K +985 +40%
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10
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