Valvoline
374 hedge funds and large institutions have $4.84B invested in Valvoline in 2023 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 82 increasing their positions, 162 reducing their positions, and 50 closing their positions.
149% more call options, than puts
Call options by funds: $26.5M | Put options by funds: $10.6M
20% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 50
2% more funds holding
Funds holding: 366 → 374 (+8)
12% less capital invested
Capital invested by funds: $5.48B → $4.84B (-$636M)
13.13% less ownership
Funds ownership: 91.04% → 77.9% (-13%)
49% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 162
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
+$66.8M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$54.6M |
| 3 |
KPM
Kinetic Partners Management
Miami,
Florida
|
+$41.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$30.9M |
| 5 |
Jane Street
New York
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$132M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$124M |
| 4 |
BlackRock
New York
|
-$92.4M |
| 5 |
JP Morgan Chase
New York
|
-$78.2M |
VVV Hedge Fund Activity: Q2 2023 in Review
374 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q2 2023, worth a combined $4.84B — down 12% from $5.48B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new VVV positions and 50 closed out — a net gain of 10 holders — while 82 added to existing stakes and 162 trimmed.
The largest buyer was D1 Capital Partners, adding an estimated $66.8M. The largest seller was Fidelity Investments, cutting an estimated $159M.
- 374 institutional investors held Valvoline (VVV) as of Q2 2023, up from 366 in Q1 2023.
- Funds reported $4.84B of Valvoline stock for Q2 2023, down 12% quarter-over-quarter.
- 60 funds opened new Valvoline positions in Q2 2023 and 50 closed out, a net change of +10 holders.
- The largest Valvoline buyer in Q2 2023 was D1 Capital Partners, an estimated $66.8M added.
- The largest Valvoline seller in Q2 2023 was Fidelity Investments, an estimated $159M sold.
Based on aggregated 13F filings for Q2 2023.