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Valvoline

373 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.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+8
Holders Change %
+2.19%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
60
Increased
82
Reduced
162
Closed
50
Calls
$26.5M
Puts
$10.6M
Net Calls
+$15.9M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Shares
Change %
P
251
&Partners
Tennessee
$306K
ProShare Advisors
252
ProShare Advisors
Maryland
$305K -$78.9K -2,103 -21%
SCM
253
Shelton Capital Management
Colorado
$298K -$26.3K -700 -8%
ISWM
254
Independent Solutions Wealth Management
New York
$294K
BFS
255
Bradley Foster & Sargent
Connecticut
$289K
GT
256
Greenleaf Trust
Michigan
$287K -$6.71K -179 -2%
BC
257
Burney Company
Virginia
$272K
Creative Planning
258
Creative Planning
Kansas
$264K +$264K +7,026 New
PFO
259
Pathstone Family Office
New Jersey
$260K +$4.82K +128 +2%
RJFSA
260
Raymond James Financial Services Advisors
Florida
$248K -$42.8K -1,142 -15%
CL
261
CSS LLC
Illinois
$248K -$955K -25,450 -79%
PAM
262
Panagora Asset Management
Massachusetts
$246K
ECM
263
Evergreen Capital Management
Washington
$246K -$150 -4 -0.1%
WRPWM
264
Werba Rubin Papier Wealth Management
California
$239K
HCM
265
Hilton Capital Management
New York
$237K +$237K +6,331 New
SFO
266
Stokes Family Office
Louisiana
$237K
ASN
267
Advisory Services Network
Georgia
$234K +$187K +4,996 +404%
GLA
268
Great Lakes Advisors
Illinois
$233K -$2.3M -61,256 -91%
CAN
269
Cetera Advisor Networks
California
$233K -$1.99K -53 -0.8%
SYBT
270
Stock Yards Bank & Trust
Kentucky
$232K
Commonwealth Equity Services
271
Commonwealth Equity Services
Massachusetts
$231K +$231K +6,162 New
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$228K
GT
273
Glenview Trust
Kentucky
$227K
JIC
274
Johnson Investment Counsel
Ohio
$225K
CPIG
275
Chicago Partners Investment Group
Illinois
$225K -$184 -5 -0.1%