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Valvoline

302 hedge funds and large institutions have $4.24B invested in Valvoline in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-11
Holders Change %
-3.51%
% of All Funds
6.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
93
Reduced
112
Closed
33
Calls
$1.69M
Puts
$3.41M
Net Calls
-$1.73M
Net Calls Change
-$95K
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
251
BerganKDV Wealth Management
Minnesota
$18K
GWM
252
Geneos Wealth Management
Colorado
$18K
CFGS
253
Concourse Financial Group Securities
Alabama
$18K +$18K +842 New
ADL
254
Asset Dedication LLC
California
$16K
CAM
255
Close Asset Management
United Kingdom
$16K
MA
256
MCF Advisors
Kentucky
$14K
RBC
257
Roble Belko & Company
Pennsylvania
$14K
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$13K
SPIA
259
Steward Partners Investment Advisory
New York
$13K +$13K +602 New
PA
260
Parallel Advisors
California
$12K
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$2.09K +97 +22%
CA
262
Crewe Advisors
Utah
$11K
RE
263
RBC Europe
United Kingdom
$10.8K
GRP
264
Global Retirement Partners
California
$10K
TWMP
265
Taylor Wealth Management Partners
Massachusetts
$9K
DSC
266
Duncker Streett & Co
Missouri
$8K
GAM
267
Gemmer Asset Management
California
$8K +$124 +6 +2%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$8K +$5.92K +274 +285%
HNB
269
Huntington National Bank
Ohio
$8K +$7.42K +347 +1,285%
APP
270
Avantax Planning Partners
Iowa
$8K +$8K +371 New
TC
271
Truvestments Capital
Florida
$8K +$8K +378 New
ASN
272
Advisory Services Network
Georgia
$7K -$528 -23 -7%
MWPCG
273
Measured Wealth Private Client Group
New Hampshire
$7K +$7K +334 New
ST
274
Sageworth Trust
Pennsylvania
$6K -$8.73K -400 -59%
CFG
275
Citizens Financial Group
Rhode Island
$6K