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Valvoline
VVV

Overview Fund Activity

379 hedge funds and large institutions have $4.75B invested in Valvoline in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 107 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+38
Holders Change %
+11.14%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
107
Reduced
124
Closed
42
Calls
$9.5M
Puts
$5.14M
Net Calls
+$4.36M
Net Calls Change
-$20.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M
2
CAM
Congress Asset Management
Massachusetts
+$124M
3
Morgan Stanley
Morgan Stanley
New York
+$64.6M
4
FMI
Fiduciary Management Inc
Wisconsin
+$40.7M
5
Ameriprise
Ameriprise
Minnesota
+$32.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$214M
2
DCP
D1 Capital Partners
New York
-$106M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.9M
5
TCIM
TOMS Capital Investment Management
New York
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
251
Boothbay Fund Management
New York
$289K +$289K +7,693 New
GT
252
Greenleaf Trust
Michigan
$289K +$1.58K +42 +0.5%
NG
253
Norden Group
Utah
$285K +$285K +7,579 New
AWAU
254
Alliance Wealth Advisors (Utah)
Utah
$277K +$277K +7,377 New
LWAM
255
Legacy Wealth Asset Management
Minnesota
$274K +$274K +7,304 New
ProShare Advisors
256
ProShare Advisors
Maryland
$274K -$7.29K -194 -3%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$269K -$6.57K -175 -2%
IP
258
Isthmus Partners
Wisconsin
$265K +$265K +7,059 New
RJFSA
259
Raymond James Financial Services Advisors
Florida
$265K +$15.1K +403 +6%
RP
260
Riverwater Partners
Wisconsin
$262K +$262K +6,978 New
BC
261
Burney Company
Virginia
$253K -$19.6K -521 -7%
EWM
262
Empirical Wealth Management
Washington
$251K +$251K +6,682 New
PAM
263
Panagora Asset Management
Massachusetts
$246K – – –
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$244K +$301 +8 +0.1%
CNBT
265
Canandaigua National Bank & Trust
New York
$239K +$239K +6,368 New
SFO
266
Stokes Family Office
Louisiana
$238K – – –
WRPWM
267
Werba Rubin Papier Wealth Management
California
$237K -$2.03K -54 -0.8%
SFA
268
Sequoia Financial Advisors
Ohio
$229K +$229K +6,096 New
TPI
269
Trust Point Inc
Wisconsin
$229K +$229K +6,084 New
SCM
270
Shelton Capital Management
Colorado
$227K -$17.8K -474 -7%
GT
271
Glenview Trust
Kentucky
$227K +$227K +6,039 New
JIC
272
Johnson Investment Counsel
Ohio
$226K +$226K +6,011 New
SYBT
273
Stock Yards Bank & Trust
Kentucky
$225K +$225K +5,974 New
DWM
274
Dakota Wealth Management
Florida
$225K +$225K +5,974 New
ECM
275
Evergreen Capital Management
Washington
$223K +$223K +5,940 New
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