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Valvoline
VVV

Overview Fund Activity

379 hedge funds and large institutions have $4.75B invested in Valvoline in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 107 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+38
Holders Change %
+11.14%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
107
Reduced
124
Closed
42
Calls
$9.5M
Puts
$5.14M
Net Calls
+$4.36M
Net Calls Change
-$20.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$140M
2
CAM
Congress Asset Management
Massachusetts
$124M
3
Morgan Stanley
Morgan Stanley
New York
$116M
4
FMI
Fiduciary Management Inc
Wisconsin
$115M
5
Ameriprise
Ameriprise
Minnesota
$41M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$119M
2
DCP
D1 Capital Partners
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$7.15M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.1M
5
TCIM
TOMS Capital Investment Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
226
MML Investors Services
Massachusetts
$407K +$407K +10,835 New
MSRPS
227
Maryland State Retirement & Pension System
Maryland
$404K -$106K -2,817 -21%
FRM
228
Fox Run Management
Connecticut
$400K -$1.18M -31,355 -75%
PWG
229
Portside Wealth Group
Utah
$391K +$391K +10,415 New
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$391K -$88K -2,340 -18%
BTWM
231
Baker Tilly Wealth Management
Wisconsin
$386K +$386K +10,283 New
SM
232
Sciencast Management
New Jersey
$378K -$11.6K -308 -3%
BCM
233
Bayesian Capital Management
New York
$377K +$377K +10,038 New
IP
234
Intellectus Partners
California
$368K -$4.51K -120 -1%
CAN
235
Cetera Advisor Networks
California
$367K +$133K +3,542 +57%
BPA
236
Beacon Pointe Advisors
California
$364K -$4.89K -130 -1%
SAM
237
Shell Asset Management
Netherlands
$357K -$107K -2,858 -23%
TF
238
Tompkins Financial
New York
$355K – – –
LIM
239
Leavell Investment Management
Alabama
$347K – – –
BFEC
240
Benjamin F. Edwards & Company
Missouri
$347K +$6.24K +166 +2%
MWM
241
Meridian Wealth Management
Kentucky
$346K – – –
AWM
242
Apollon Wealth Management
South Carolina
$342K +$342K +9,108 New
PCM
243
Prelude Capital Management
New York
$341K +$93.4K +2,486 +38%
DFG
244
Dupree Financial Group
Kentucky
$338K +$338K +8,984 New
QWM
245
Quadcap Wealth Management
Texas
$322K +$322K +8,581 New
LI
246
LVZ Inc
Michigan
$304K +$30K +797 +11%
AC
247
AXQ Capital
New Jersey
$302K +$302K +8,043 New
KIA
248
KLR Investment Advisors
Rhode Island
$296K +$296K +7,882 New
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$290K -$895K -23,813 -76%
BFS
250
Bradley Foster & Sargent
Connecticut
$290K – – –
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