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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
+$39.7M
2
WA
Wasatch Advisors
Utah
+$39.1M
3
Squarepoint
Squarepoint
New York
+$36M
4
CIP
Champlain Investment Partners
Vermont
+$35.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$33.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$74M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.6M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$55M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.7M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
276
Alliance Wealth Advisors (Utah)
Utah
$270K -$18.3K -505 -6%
MSRPS
277
Maryland State Retirement & Pension System
Maryland
$267K – – –
BCM
278
Bayesian Capital Management
New York
$264K +$264K +7,300 New
GT
279
Greenleaf Trust
Michigan
$262K +$1.59K +44 +0.6%
JG
280
Jain Global
New York
$262K +$262K +7,239 New
Prudential Financial
281
Prudential Financial
New Jersey
$261K -$62.5K -1,476 -19%
BFM
282
Boothbay Fund Management
New York
$255K +$255K +7,036 New
WAG
283
Wallace Advisory Group
California
$252K +$11.5K +275 +5%
URS
284
Utah Retirement Systems
Utah
$248K – – –
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$247K -$170K -4,690 -41%
SIC
286
Salem Investment Counselors
North Carolina
$246K – – –
VA
287
Vident Advisory
Georgia
$240K +$240K +6,640 New
BC
288
Burney Company
Virginia
$239K – – –
SM
289
Sciencast Management
New Jersey
$238K +$238K +6,572 New
PAM
290
Panagora Asset Management
Massachusetts
$237K – – –
ECM
291
Evergreen Capital Management
Washington
$233K -$3.84K -106 -2%
EWM
292
Empirical Wealth Management
Washington
$231K -$35.9K -992 -13%
CCM
293
Coldstream Capital Management
Washington
$230K -$30.7K -849 -12%
SFA
294
Sequoia Financial Advisors
Ohio
$230K -$2.79K -77 -1%
WRPWM
295
Werba Rubin Papier Wealth Management
California
$228K -$289 -8 -0.1%
PAG
296
Private Advisor Group
New Jersey
$223K +$223K +6,174 New
CFO
297
Callan Family Office
Pennsylvania
$222K +$222K +6,139 New
GT
298
Glenview Trust
Kentucky
$218K – – –
ProShare Advisors
299
ProShare Advisors
Maryland
$218K +$15.1K +416 +7%
NAS
300
Nicolet Advisory Services
Wisconsin
$214K +$214K +6,157 New
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12
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