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Valvoline
VVV

Overview Fund Activity

332 hedge funds and large institutions have $5.23B invested in Valvoline in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.83%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
39
Increased
91
Reduced
129
Closed
35
Calls
$6.43M
Puts
$1.05M
Net Calls
+$5.38M
Net Calls Change
+$5.86M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$147M
2
Invesco
2
Invesco
Georgia
$176M
3
JP
3
Jana Partners
New York
$39.8M
4
BlackRock
4
BlackRock
New York
$504M
5
SCM
5
Snyder Capital Management
California
$20.8M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$176M
2
WA
2
Wasatch Advisors
Utah
$233M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$53.6M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$158M
5
SCM
5
Segantii Capital Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
276
Lazard Asset Management
New York
$43K +$16.1K +519 +60%
IA
277
IFP Advisors
Florida
$37K +$9.05K +299 +32%
SWM
278
Spire Wealth Management
Virginia
$36K – – –
IBOK
279
Independence Bank of Kentucky
Kentucky
$35K – – –
HNB
280
Huntington National Bank
Ohio
$34K – – –
SFA
281
Semmax Financial Advisors
North Carolina
$34K – – –
ST
282
Sageworth Trust
Pennsylvania
$32K – – –
RFA
283
Reilly Financial Advisors
California
$31K – – –
FF
284
FourThought Financial
Florida
$29K – – –
VanEck Associates
285
VanEck Associates
New York
$29K +$2.21K +71 +8%
QCG
286
Quadrant Capital Group
Ohio
$28K +$9.33K +304 +50%
GWM
287
Geneos Wealth Management
Colorado
$27K – – –
CHC
288
City Holding Co
West Virginia
$26K – – –
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$25K -$17.4K -570 -41%
MAM
290
Meeder Asset Management
Ohio
$24K +$18.3K +596 +324%
SCA
291
Stonebridge Capital Advisors
Minnesota
$17K -$17K -549 -50%
TIM
292
Tortoise Investment Management
New York
$17K – – –
MA
293
Montag & Associates
Georgia
$17K – – –
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$16K +$8.4K +281 +111%
DFCM
295
Dark Forest Capital Management
Puerto Rico
$15K -$115K -3,606 -88%
FPS
296
Fieldpoint Private Securities
Connecticut
$14K – – –
SPIA
297
Steward Partners Investment Advisory
New York
$13K +$6.06K +200 +87%
MA
298
MCF Advisors
Kentucky
$10K +$32 +1 +0.3%
MA
299
MUFG Americas
New York
$10K +$10K +332 New
AF
300
Advisornet Financial
Minnesota
$9K +$8.84K +274 +5,480%
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