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Valvoline
VVV

Overview Fund Activity

416 hedge funds and large institutions have $5.45B invested in Valvoline in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+37
Holders Change %
+9.76%
% of All Funds
6.03%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
77
Increased
106
Reduced
156
Closed
38
Calls
$8.96M
Puts
$3.54M
Net Calls
+$5.42M
Net Calls Change
+$1.07M

Top Buyers

1
WA
Wasatch Advisors
Utah
$379M
2
Fidelity International
Fidelity International
Bermuda
$193M
3
SCM
Sahana Capital Management
Connecticut
$35.5M
4
SC
Sculptor Capital
New York
$29.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$23.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.8M
2
JCM
Junto Capital Management
New York
$52.7M
3
SI
Scharf Investments
California
$65.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.2M
5
Viking Global Investors
Viking Global Investors
Connecticut
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$239K -$254K -5,707 -52%
S
302
SignatureFD
Georgia
$238K +$1.03K +23 +0.4%
IA
303
Inspire Advisors
Idaho
$237K +$237K +5,308 New
SPC
304
Sigma Planning Corp
Michigan
$235K +$235K +5,270 New
BSW
305
Buckingham Strategic Wealth
Missouri
$232K +$232K +5,201 New
Bessemer Group
306
Bessemer Group
New Jersey
$229K +$4.81K +108 +2%
PA
307
Profund Advisors
Maryland
$229K +$229K +5,127 New
HSBC Holdings
308
HSBC Holdings
United Kingdom
$227K +$227K +5,085 New
RWS
309
Resolute Wealth Strategies
Mississippi
$224K +$224K +5,034 New
AF
310
Allworth Financial
California
$221K +$2.67K +60 +1%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$217K +$217K +4,878 New
WAG
312
Wallace Advisory Group
California
$216K +$216K +5,755 New
NG
313
Northstar Group
New York
$215K +$215K +4,822 New
RT
314
Rockland Trust
Massachusetts
$214K +$214K +4,800 New
VCM
315
Violich Capital Management
California
$204K +$204K +4,567 New
VIP
316
Vista Investment Partners
Oklahoma
$203K +$203K +4,551 New
CPIG
317
Chicago Partners Investment Group
Illinois
$203K +$203K +4,799 New
CCA
318
Checchi Capital Advisers
California
$202K +$202K +4,542 New
CFM
319
Catalyst Funds Management
Australia
$174K +$174K +3,900 New
ACM
320
Aquatic Capital Management
Illinois
$160K -$2.82M -63,200 -95%
FMP
321
Financial Management Professionals
Texas
$132K – – –
KBC Group
322
KBC Group
Belgium
$129K +$40.3K +902 +46%
OWA
323
Opal Wealth Advisors
New York
$125K +$125K +2,800 New
PTC
324
Private Trust Company
Ohio
$122K – – –
NCTC
325
New Covenant Trust Company
Indiana
$122K +$122K +2,733 New
11 12
13
14 15