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Valvoline
VVV

Overview Fund Activity

309 hedge funds and large institutions have $3.35B invested in Valvoline in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 86 increasing their positions, 116 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
6.35%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.18%
New
51
Increased
86
Reduced
116
Closed
53
Calls
$4.06M
Puts
$4.14M
Net Calls
-$88K
Net Calls Change
-$3.84M

Top Buyers

1
EC
Eminence Capital
New York
$68.5M
2
Boston Partners
Boston Partners
Massachusetts
$119M
3
HVCM
HG Vora Capital Management
New York
$106M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$34.9M
5
WA
Wasatch Advisors
Utah
$150M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
$0
2
Fidelity International
Fidelity International
Bermuda
$36M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11M
4
Vanguard Group
Vanguard Group
Pennsylvania
$335M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
251
MPS Loria Financial Planners
Illinois
$17K +$17K +889 New
Lazard Asset Management
252
Lazard Asset Management
New York
$16K -$5.17K -280 -24%
GWM
253
Geneos Wealth Management
Colorado
$16K – – –
IBOK
254
Independence Bank of Kentucky
Kentucky
$16K +$3.76K +191 +31%
BFIM
255
Beese Fulmer Investment Management
Ohio
$16K +$16K +823 New
CAM
256
Close Asset Management
United Kingdom
$15K – – –
APA
257
American Portfolios Advisors
New York
$14.7K -$7.36K -381 -33%
TPWA
258
TRUE Private Wealth Advisors
Oregon
$14K +$14K +758 New
SCA
259
Stonebridge Capital Advisors
Minnesota
$12K – – –
MA
260
MCF Advisors
Kentucky
$12K – – –
RBC
261
Roble Belko & Company
Pennsylvania
$12K – – –
PA
262
Parallel Advisors
California
$12K +$5.28K +285 +79%
PWP
263
Principle Wealth Partners
Connecticut
$12K +$12K +609 New
QCG
264
Quadrant Capital Group
Ohio
$11K -$56.2K -2,962 -84%
CIA
265
CSat Investment Advisory
Michigan
$11K -$555 -28 -5%
TIM
266
Tortoise Investment Management
New York
$11K – – –
AIL
267
AGF Investments LLC
Ontario, Canada
$10K -$1.55M -77,685 -99%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$10K -$47.7K -2,364 -83%
SF
269
Synovus Financial
Georgia
$10K – – –
CA
270
Crewe Advisors
Utah
$10K – – –
TAIM
271
TD Ameritrade Investment Management
Nebraska
$9K -$1.91K -94 -18%
AF
272
Arrow Financial
New York
$8K -$3.77K -200 -32%
ADL
273
Asset Dedication LLC
California
$7K – – –
JG
274
Jefferies Group
New York
$6.83K +$6.21K +321,429 +1,011%
IA
275
IFP Advisors
Florida
$6K -$7.84K -392 -57%
9 10
11
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