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Valvoline

365 hedge funds and large institutions have $5.48B invested in Valvoline in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 150 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-8
Holders Change %
-2.14%
% of All Funds
5.84%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
49
Increased
101
Reduced
150
Closed
50
Calls
$60M
Puts
$13.8M
Net Calls
+$46.2M
Net Calls Change
-$182M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
276
J.P. Morgan Private Wealth Advisors
California
$203K -$32.7K -936 -14%
RT
277
Rockland Trust
Massachusetts
$202K +$202K +5,778 New
SIC
278
Salem Investment Counselors
North Carolina
$199K
S
279
SignatureFD
Georgia
$187K +$454 +13 +0.2%
Macquarie Group
280
Macquarie Group
Australia
$184K +$53.2K +1,520 +41%
AF
281
Allworth Financial
California
$155K +$140 +4 +0.1%
Lazard Asset Management
282
Lazard Asset Management
New York
$151K +$151K +4,327 New
Bessemer Group
283
Bessemer Group
New Jersey
$115K +$115K +3,290 New
FMP
284
Financial Management Professionals
Texas
$105K +$105K +3,001 New
PTC
285
Private Trust Company
Ohio
$96.1K
KFI
286
Key Financial Inc
Pennsylvania
$93.7K
MFG
287
Mendota Financial Group
Wisconsin
$89.9K +$89.9K +2,847 New
PMEF
288
Point72 Middle East FZE
United Arab Emirates
$86.5K -$498K -14,249 -85%
WP
289
WealthPLAN Partners
Nebraska
$86.1K +$86.1K +2,465 New
QCG
290
Quadrant Capital Group
Ohio
$80.2K +$37.2K +1,065 +87%
CG
291
Cutler Group
California
$78K +$63.5K +1,817 +437%
WT
292
Whittier Trust
California
$77.6K
WAS
293
Winch Advisory Services
Wisconsin
$73K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$71K -$1.01K -29 -1%
PA
295
Parallel Advisors
California
$70.6K -$60.4K -1,728 -46%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$65.4K +$10.3K +294 +19%
CBT
297
Central Bank & Trust
Kentucky
$62.8K -$9.82K -281 -14%
BTI
298
Blue Trust Inc
Georgia
$58K +$5.2K +159 +10%
WTC
299
WhitTier Trust Company
Nevada
$57.5K
GWM
300
Geneos Wealth Management
Colorado
$56K