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Valvoline
VVV

Overview Fund Activity

430 hedge funds and large institutions have $4.47B invested in Valvoline in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 153 increasing their positions, 151 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-5
Holders Change %
-1.15%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
62
Increased
153
Reduced
151
Closed
61
Calls
$7.7M
Puts
$2.69M
Net Calls
+$5.02M
Net Calls Change
+$3.33M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
$153M
2
WA
Wasatch Advisors
Utah
$391M
3
Squarepoint
Squarepoint
New York
$41.5M
4
CIP
Champlain Investment Partners
Vermont
$35.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$38.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$47M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.6M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
251
Diversified Trust
Tennessee
$382K +$382K +10,550 New
HI
252
Harbour Investments
Wisconsin
$377K -$1.48K -41 -0.4%
LI
253
LVZ Inc
Michigan
$376K +$75.6K +2,090 +25%
LIM
254
Leavell Investment Management
Alabama
$370K -$36.2K -1,000 -9%
AWS
255
Atria Wealth Solutions
New York
$361K -$687 -19 -0.2%
BWG
256
Boomfish Wealth Group
Georgia
$359K -$716K -19,777 -67%
SAM
257
Securian Asset Management
Minnesota
$352K -$10.1K -278 -3%
SOW
258
State of Wyoming
Wyoming
$349K +$217K +5,999 +165%
KTA
259
Keeley-Teton Advisors
Illinois
$342K -$34.6K -956 -9%
TF
260
Tompkins Financial
New York
$342K – – –
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$341K +$41.4K +1,142 +14%
IP
262
Isthmus Partners
Wisconsin
$331K +$18.3K +507 +6%
DFG
263
Dupree Financial Group
Kentucky
$325K – – –
ASN
264
Advisory Services Network
Georgia
$325K +$145K +3,997 +80%
PAS
265
Park Avenue Securities
New York
$319K +$63.5K +1,753 +25%
RP
266
Riverwater Partners
Wisconsin
$316K +$79.2K +2,190 +34%
VF
267
Virtu Financial
New York
$314K +$314K +8,680 New
LWAM
268
Legacy Wealth Asset Management
Minnesota
$312K -$12.6K -349 -4%
SAM
269
Shell Asset Management
Netherlands
$312K – – –
SA
270
Sanctuary Advisors
Indiana
$289K -$53.1K -1,406 -16%
KAS
271
Kestra Advisory Services
Texas
$286K +$57.6K +1,592 +25%
STA
272
Summit Trail Advisors
New York
$284K -$72.8K -2,011 -20%
BFS
273
Bradley Foster & Sargent
Connecticut
$279K -$21.5K -594 -7%
MWM
274
Meridian Wealth Management
Kentucky
$276K +$14.8K +408 +6%
MOS
275
MGO One Seven
Ohio
$275K +$34.6K +955 +14%
9 10
11
12 13