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Valvoline

435 hedge funds and large institutions have $5.13B invested in Valvoline in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+29
Holders Change %
+7.14%
% of All Funds
6.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
74
Increased
161
Reduced
120
Closed
39
Calls
$4.19M
Puts
$2.51M
Net Calls
+$1.68M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
226
Davenport & Co
Virginia
$652K -$7.07K -169 -1%
SWM
227
Sendero Wealth Management
Texas
$645K
SOADOR
228
State of Alaska Department of Revenue
Alaska
$631K +$42.4K +1,015 +7%
GC
229
Guggenheim Capital
Illinois
$621K -$73K -1,745 -11%
SG Americas Securities
230
SG Americas Securities
New York
$592K +$468K +11,170 +376%
RJT
231
Raymond James Trust
Florida
$581K +$22.6K +540 +4%
Federated Hermes
232
Federated Hermes
Pennsylvania
$580K -$15.4K -367 -3%
MML Investors Services
233
MML Investors Services
Massachusetts
$570K +$85.1K +2,035 +18%
Rafferty Asset Management
234
Rafferty Asset Management
New York
$564K +$11.6K +277 +2%
Public Employees Retirement Association of Colorado
235
Public Employees Retirement Association of Colorado
Colorado
$558K
PWG
236
Portside Wealth Group
Utah
$542K +$30.6K +731 +6%
Envestnet Portfolio Solutions
237
Envestnet Portfolio Solutions
Illinois
$541K -$67.5K -1,612 -11%
HEIP
238
Hudson Edge Investment Partners
New Jersey
$527K
FIM
239
Fruth Investment Management
Texas
$522K
AWCI
240
Alpine Woods Capital Investors
New York
$511K -$5.19K -120 -1%
RJFSA
241
Raymond James Financial Services Advisors
Florida
$500K +$227K +5,416 +83%
AAS
242
Avantax Advisory Services
Texas
$498K +$297K +7,085 +147%
MCM
243
MAI Capital Management
Ohio
$486K +$11.2K +268 +2%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$476K -$56.6K -1,367 -11%
CIP
245
Chartwell Investment Partners
Pennsylvania
$475K -$51.9K -1,241 -10%
LIM
246
Leavell Investment Management
Alabama
$470K -$20.9K -500 -4%
OQS
247
Occudo Quantitative Strategies
Florida
$470K +$470K +11,227 New
OR
248
Olympiad Research
Connecticut
$468K +$468K +11,181 New
FB
249
Fulton Bank
Pennsylvania
$465K +$83.3K +1,991 +22%
II
250
Inspire Investing
Idaho
$459K +$69.6K +1,664 +18%