Valvoline
334 hedge funds and large institutions have $4.79B invested in Valvoline in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 27 closing their positions.
1,150% more call options, than puts
Call options by funds: $7.55M | Put options by funds: $604K
130% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 27
26% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 89
12% more funds holding
Funds holding: 299 → 334 (+35)
8% more capital invested
Capital invested by funds: $4.45B → $4.79B (+$336M)
0.86% more ownership
Funds ownership: 93.85% → 94.71% (+0.86%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$117M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$48.4M |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$48.2M |
| 4 |
Goldman Sachs
New York
|
+$39.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77.4M |
| 2 |
Neuberger Berman Group
New York
|
-$48M |
| 3 |
CC
Carlson Capital
Dallas,
Texas
|
-$43.1M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$36.7M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$29.1M |
VVV Hedge Fund Activity: Q4 2017 in Review
334 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2017, worth a combined $4.79B — up 7.5% from $4.45B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new VVV positions and 27 closed out — a net gain of 35 holders — while 112 added to existing stakes and 89 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $117M. The largest seller was T. Rowe Price Associates, cutting an estimated $77.4M.
- 334 institutional investors held Valvoline (VVV) as of Q4 2017, up from 299 in Q3 2017.
- Funds reported $4.79B of Valvoline stock for Q4 2017, up 7.5% quarter-over-quarter.
- 62 funds opened new Valvoline positions in Q4 2017 and 27 closed out, a net change of +35 holders.
- The largest Valvoline buyer in Q4 2017 was Capital Research Global Investors, an estimated $117M added.
- The largest Valvoline seller in Q4 2017 was T. Rowe Price Associates, an estimated $77.4M sold.
Based on aggregated 13F filings for Q4 2017.