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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 %
ADL
301
Asset Dedication LLC
California
$56K
MHR
302
Matthew Hamilton Rosenberg
$49.3K
ASN
303
Advisory Services Network
Georgia
$43.2K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$37.4K -$32.3K -923 -46%
First Manhattan
305
First Manhattan
New York
$34.9K +$34.9K +1,000 New
IBOK
306
Independence Bank of Kentucky
Kentucky
$34K
BAM
307
Belpointe Asset Management
Nevada
$32.5K +$11.5K +330 +55%
EI
308
Ellevest Inc
New York
$32.1K
CI Investments Inc
309
CI Investments Inc
Ontario, Canada
$31K +$2.4K +69 +8%
SOW
310
State of Wyoming
Wyoming
$28.8K -$42K -1,202 -59%
CHC
311
City Holding Co
West Virginia
$28.7K
Point72 Asset Management
312
Point72 Asset Management
Connecticut
$28.2K -$37.4M -1,070,192 -100%
C
313
Covestor
United Kingdom
$24K -$41.7K -1,193 -63%
FCFS
314
First Command Financial Services
Texas
$22.6K +$22.6K +648 New
FCB
315
First Command Bank
Texas
$22.6K +$22.6K +648 New
Nomura Asset Management
316
Nomura Asset Management
Japan
$21.3K -$10.1K -290 -32%
BG
317
Bollard Group
Massachusetts
$21K
Acadian Asset Management
318
Acadian Asset Management
Massachusetts
$21K
TIM
319
Tortoise Investment Management
New York
$19.2K
SCA
320
Stonebridge Capital Advisors
Minnesota
$19.2K
MA
321
Montag & Associates
Georgia
$19.1K
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$17K -$3.89K -112 -19%
BWM
323
Baystate Wealth Management
Massachusetts
$12K
Fuller & Thaler Asset Management
324
Fuller & Thaler Asset Management
California
$11.5K -$33.7M -965,273 -100%
MA
325
MCF Advisors
Kentucky
$11.1K