Valvoline
342 hedge funds and large institutions have $4.14B invested in Valvoline in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 81 increasing their positions, 150 reducing their positions, and 74 closing their positions.
412% more call options, than puts
Call options by funds: $30.9M | Put options by funds: $6.04M
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
14.46% more ownership
Funds ownership: 77.9% → 92.36% (+14%)
9% less funds holding
Funds holding: 374 → 342 (-32)
15% less capital invested
Capital invested by funds: $4.84B → $4.14B (-$704M)
38% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 74
46% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 150
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$69.3M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$52.1M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$41.6M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$32.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$114M |
| 2 |
SI
Scharf Investments
Los Gatos,
California
|
-$44.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$32M |
| 4 |
Jane Street
New York
|
-$27.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.5M |
VVV Hedge Fund Activity: Q3 2023 in Review
342 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q3 2023, worth a combined $4.14B — down 15% from $4.84B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of VVV and 46 opened new positions — a net loss of 28 holders — while 150 trimmed existing stakes and 81 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $69.3M. The largest seller was Boston Partners, cutting an estimated $114M.
- 342 institutional investors held Valvoline (VVV) as of Q3 2023, down from 374 in Q2 2023.
- Funds reported $4.14B of Valvoline stock for Q3 2023, down 15% quarter-over-quarter.
- 46 funds opened new Valvoline positions in Q3 2023 and 74 closed out, a net change of -28 holders.
- The largest Valvoline buyer in Q3 2023 was Fiduciary Management Inc, an estimated $69.3M added.
- The largest Valvoline seller in Q3 2023 was Boston Partners, an estimated $114M sold.
Based on aggregated 13F filings for Q3 2023.