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Valvoline

330 hedge funds and large institutions have $4.5B invested in Valvoline in 2017 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 102 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 9

685% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 13

229% more capital invested

Capital invested by funds: $1.37B → $4.5B (+$3.13B)

146% more funds holding

Funds holding: 134330 (+196)

67% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $10.7M

23.27% more ownership

Funds ownership: 27.35%50.62% (+23%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
330
Holders Change
+196
Holders Change %
+146.27%
% of All Funds
8.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
207
Increased
102
Reduced
13
Closed
9
Calls
$17.8M
Puts
$10.7M
Net Calls
+$7.12M
Net Calls Change
+$7.52M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
276
First Command Financial Services
Texas
$36K +$35K +1,509 New
WA
277
WFG Advisors
Texas
$36K +$35.3K +1,522 New
HFM
278
Hartford Financial Management
Connecticut
$33K +$33.1K +1,427 New
MFW
279
Mosaic Family Wealth
Missouri
$29K +$28.6K +1,235 New
BBHC
280
Brown Brothers Harriman & Co
New York
$28K +$27K +1,166 New
PFBT
281
Parkside Financial Bank & Trust
Missouri
$26K +$5.17K +223 +26%
AF
282
Allworth Financial
California
$26K +$24.9K +1,076 New
RFA
283
Reilly Financial Advisors
California
$24K +$23K +991 New
FPF
284
FNY Partners Fund
New York
$23K +$23.2K +1,000 New
CPIG
285
Chicago Partners Investment Group
Illinois
$22K +$21.2K +914 New
FIB
286
First Interstate Bank
Montana
$21K +$20.5K +886 New
SFSIG
287
San Francisco Sentry Investment Group
California
$20K +$19.3K +833 New
CTC
288
Central Trust Company
Missouri
$20K +$19.6K +845 New
SIAS
289
Shine Investment Advisory Services
Colorado
$19K +$18.6K +802 New
MLFP
290
MPS Loria Financial Planners
Illinois
$19K +$20.2K +871 New
AssetMark Inc
291
AssetMark Inc
California
$18K +$7.71K +333 +78%
CAM
292
Close Asset Management
United Kingdom
$18K +$17.5K +754 New
PCP
293
Proficio Capital Partners
Massachusetts
$16K -$3.06K -132 -16%
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$15K -$2.64M -113,825 -99%
RBC
295
Roble Belko & Company
Pennsylvania
$15K
PA
296
Parallel Advisors
California
$15K +$15.7K +677 New
WAM
297
Wealthspire Advisors (Maryland)
Maryland
$13K +$12.2K +528 New
OIA
298
OneDigital Investment Advisors
Kansas
$13K +$13K +560 New
BC
299
Bartlett & Co
Ohio
$12K +$11.6K +500 New
BTIS
300
BB&T Investment Services
North Carolina
$12K +$15K +649 +229%