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Valvoline
VVV

Overview Fund Activity

406 hedge funds and large institutions have $5.36B invested in Valvoline in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 128 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
-10
Holders Change %
-2.4%
% of All Funds
5.9%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
43
Increased
140
Reduced
128
Closed
48
Calls
$3.39M
Puts
$2.82M
Net Calls
+$571K
Net Calls Change
-$4.85M

Top Buyers

1
SC
Sculptor Capital
New York
+$53M
2
Invesco
Invesco
Georgia
+$42.5M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$38.1M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$36M
5
Citadel Advisors
Citadel Advisors
Florida
+$29.7M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$106M
2
SI
Scharf Investments
California
-$61.5M
3
GCM
Glenview Capital Management
New York
-$49.7M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$35.2M
5
GGH
GCM Grosvenor Holdings
Illinois
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
276
Stock Yards Bank & Trust
Kentucky
$256K – – –
ST
277
Smithfield Trust
Pennsylvania
$255K – – –
WAG
278
Wallace Advisory Group
California
$251K +$2.38K +55 +1%
JIC
279
Johnson Investment Counsel
Ohio
$245K -$15.1K -350 -6%
BOPW
280
Brandywine Oak Private Wealth
Pennsylvania
$243K – – –
FL
281
Fort LP
Maryland
$238K +$4.28K +99 +2%
CIA
282
Cladis Investment Advisory
Montana
$237K – – –
WS
283
Wedbush Securities
California
$237K – – –
ABC
284
Associated Banc-Corp
Wisconsin
$232K -$16.3K -378 -7%
S
285
SignatureFD
Georgia
$228K -$2.72K -63 -1%
AF
286
Allworth Financial
California
$228K +$322 +7 +0.1%
BSW
287
Buckingham Strategic Wealth
Missouri
$224K -$562 -13 -0.2%
SCM
288
Shelton Capital Management
Colorado
$222K -$39.4K -913 -15%
SPC
289
Sigma Planning Corp
Michigan
$218K -$9.72K -225 -4%
RWS
290
Resolute Wealth Strategies
Mississippi
$217K – – –
ASN
291
Advisory Services Network
Georgia
$215K +$215K +4,983 New
BAM
292
Blueshift Asset Management
New Jersey
$214K -$110K -2,557 -34%
FTWA
293
Fifth Third Wealth Advisors
Ohio
$213K +$213K +4,929 New
Bessemer Group
294
Bessemer Group
New Jersey
$212K -$9.69K -225 -4%
HSBC Holdings
295
HSBC Holdings
United Kingdom
$211K -$8.64K -200 -4%
NG
296
Northstar Group
New York
$208K – – –
AAS
297
Avantax Advisory Services
Texas
$208K +$208K +4,811 New
CP
298
Covenant Partners
Tennessee
$205K -$83.4K -1,930 -29%
FMP
299
Financial Management Professionals
Texas
$128K – – –
SG Americas Securities
300
SG Americas Securities
New York
$128K +$128K +2,971 New
10 11
12
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