We are live on ! Find out more
VVV icon

Valvoline

310 hedge funds and large institutions have $3.61B invested in Valvoline in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

3% more funds holding

Funds holding: 302310 (+8)

2.43% less ownership

Funds ownership: 103.46%101.02% (-2.4%)

15% less capital invested

Capital invested by funds: $4.24B → $3.61B (-$635M)

21% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $2.34M

34% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 116

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
55
Increased
77
Reduced
116
Closed
45
Calls
$1.84M
Puts
$2.34M
Net Calls
-$499K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
251
Synovus Financial
Georgia
$20K
S
252
SignatureFD
Georgia
$19K -$7.12K -356 -27%
RFA
253
Reilly Financial Advisors
California
$19K
AF
254
Arrow Financial
New York
$17K
BWM
255
BerganKDV Wealth Management
Minnesota
$16K
GWM
256
Geneos Wealth Management
Colorado
$16K
ADL
257
Asset Dedication LLC
California
$14K
FCA
258
FinTrust Capital Advisors
South Carolina
$14K +$14.4K +722 New
FCB
259
First Command Bank
Texas
$13K +$13.1K +655 New
FCFS
260
First Command Financial Services
Texas
$13K +$13.1K +655 New
IBOK
261
Independence Bank of Kentucky
Kentucky
$12K -$46.6K -2,333 -79%
Acadian Asset Management
262
Acadian Asset Management
Massachusetts
$12K
MA
263
MCF Advisors
Kentucky
$12K
RBC
264
Roble Belko & Company
Pennsylvania
$12K
PA
265
Parallel Advisors
California
$11K
TIM
266
Tortoise Investment Management
New York
$11K +$11K +549 New
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$10.5K
CA
268
Crewe Advisors
Utah
$10K
IIM
269
Ipswich Investment Management
Massachusetts
$10K +$9.99K +500 New
JA
270
JOYN Advisors
Georgia
$9K +$5.94K +297 +158%
GRP
271
Global Retirement Partners
California
$8K -$1.82K -91 -19%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$8K +$9.15K +458 New
CCM
273
Cribstone Capital Management
Maine
$7K -$14K -700 -66%
HNB
274
Huntington National Bank
Ohio
$7K
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$7K