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Valvoline
VVV

Overview Fund Activity

416 hedge funds and large institutions have $5.45B invested in Valvoline in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+37
Holders Change %
+9.76%
% of All Funds
6.03%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
77
Increased
106
Reduced
156
Closed
38
Calls
$8.96M
Puts
$3.54M
Net Calls
+$5.42M
Net Calls Change
+$1.07M

Top Buyers

1
WA
Wasatch Advisors
Utah
$379M
2
Fidelity International
Fidelity International
Bermuda
$193M
3
SCM
Sahana Capital Management
Connecticut
$35.5M
4
SC
Sculptor Capital
New York
$29.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$23.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.8M
2
JCM
Junto Capital Management
New York
$52.7M
3
SI
Scharf Investments
California
$65.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.2M
5
Viking Global Investors
Viking Global Investors
Connecticut
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
251
Greenleaf Trust
Michigan
$349K +$5.93K +133 +2%
LI
252
LVZ Inc
Michigan
$348K -$12.8K -288 -4%
BCI
253
Brinker Capital Investments
Pennsylvania
$345K +$87.3K +1,958 +34%
OPS
254
Orion Portfolio Solutions
Nebraska
$345K +$87.3K +1,958 +34%
BFS
255
Bradley Foster & Sargent
Connecticut
$344K – – –
BAM
256
Blueshift Asset Management
New Jersey
$335K +$335K +7,516 New
BBA
257
Baader Bank Aktiengesellschaft
Germany
$334K +$334K +7,500 New
LWAM
258
Legacy Wealth Asset Management
Minnesota
$330K +$4.81K +108 +1%
EWM
259
Empirical Wealth Management
Washington
$329K +$31.1K +698 +10%
Janney Montgomery Scott
260
Janney Montgomery Scott
Pennsylvania
$324K +$4.59K +103 +1%
AWAU
261
Alliance Wealth Advisors (Utah)
Utah
$321K -$7.31K -164 -2%
URS
262
Utah Retirement Systems
Utah
$319K -$748K -16,789 -70%
IP
263
Isthmus Partners
Wisconsin
$315K – – –
KIA
264
KLR Investment Advisors
Rhode Island
$314K -$15.7K -375 -5%
RP
265
Riverwater Partners
Wisconsin
$311K – – –
MPPLM
266
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$309K +$47.7K +1,071 +18%
CANY
267
Caxton Associates (New York)
New York
$309K +$309K +6,925 New
BC
268
Burney Company
Virginia
$300K – – –
CP
269
Covenant Partners
Tennessee
$297K +$297K +6,672 New
RJFSA
270
Raymond James Financial Services Advisors
Florida
$297K -$16.7K -375 -5%
PAM
271
Panagora Asset Management
Massachusetts
$292K – – –
PAS
272
Park Avenue Securities
New York
$289K +$27.7K +621 +11%
SAG
273
SageView Advisory Group
California
$289K +$289K +5,349 New
QCM
274
Qsemble Capital Management
New York
$286K +$286K +6,417 New
GT
275
Glenview Trust
Kentucky
$284K +$14.9K +334 +6%
9 10
11
12 13