Valvoline
332 hedge funds and large institutions have $4.54B invested in Valvoline in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 92 increasing their positions, 120 reducing their positions, and 41 closing their positions.
178% more call options, than puts
Call options by funds: $3.31M | Put options by funds: $1.19M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
49% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 41
12% more capital invested
Capital invested by funds: $4.05B → $4.54B (+$489M)
6% more funds holding
Funds holding: 314 → 332 (+18)
3.03% more ownership
Funds ownership: 93.06% → 96.09% (+3%)
23% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$191M |
| 2 |
JP Morgan Chase
New York
|
+$128M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$107M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$101M |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$273M |
| 2 |
EC
Eminence Capital
New York
|
-$76.5M |
| 3 |
Renaissance Technologies
New York
|
-$50.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$21.2M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$16.9M |
VVV Hedge Fund Activity: Q1 2021 in Review
332 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2021, worth a combined $4.54B — up 12% from $4.05B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new VVV positions and 41 closed out — a net gain of 20 holders — while 92 added to existing stakes and 120 trimmed.
The largest buyer was Brave Warrior Advisors, opening a new position worth an estimated $191M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $273M sold.
- 332 institutional investors held Valvoline (VVV) as of Q1 2021, up from 314 in Q4 2020.
- Funds reported $4.54B of Valvoline stock for Q1 2021, up 12% quarter-over-quarter.
- 61 funds opened new Valvoline positions in Q1 2021 and 41 closed out, a net change of +20 holders.
- The largest Valvoline buyer in Q1 2021 was Brave Warrior Advisors, an estimated $191M added.
- The largest Valvoline seller in Q1 2021 was Capital Research Global Investors, an estimated $273M sold.
Based on aggregated 13F filings for Q1 2021.