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Valvoline

435 hedge funds and large institutions have $5.13B invested in Valvoline in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+29
Holders Change %
+7.14%
% of All Funds
6.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
74
Increased
161
Reduced
120
Closed
39
Calls
$4.19M
Puts
$2.51M
Net Calls
+$1.68M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$249K
SYBT
302
Stock Yards Bank & Trust
Kentucky
$248K
JIC
303
Johnson Investment Counsel
Ohio
$248K +$11.5K +274 +5%
WAG
304
Wallace Advisory Group
California
$248K -$2.89K -67 -1%
Creative Planning
305
Creative Planning
Kansas
$247K -$18.6K -444 -7%
PTC
306
Petrus Trust Company
Texas
$242K +$242K +5,789 New
SCA
307
Snowden Capital Advisors
New York
$239K +$239K +5,703 New
CNBT
308
Canandaigua National Bank & Trust
New York
$238K -$22.1K -528 -8%
AIM
309
Aigen Investment Management
New York
$236K +$236K +5,651 New
ProShare Advisors
310
ProShare Advisors
Maryland
$235K -$19.3K -460 -8%
BOPW
311
Brandywine Oak Private Wealth
Pennsylvania
$235K
CIA
312
Cladis Investment Advisory
Montana
$230K
MM
313
MQS Management
New York
$229K +$229K +5,475 New
OIA
314
OneDigital Investment Advisors
Kansas
$227K +$227K +5,435 New
NW
315
NewEdge Wealth
Pennsylvania
$223K +$223K +5,317 New
ASN
316
Advisory Services Network
Georgia
$215K
SCM
317
Shelton Capital Management
Colorado
$215K
RWS
318
Resolute Wealth Strategies
Mississippi
$211K
FTWA
319
Fifth Third Wealth Advisors
Ohio
$210K +$3.89K +93 +2%
Focus Partners Wealth
320
Focus Partners Wealth
Massachusetts
$210K +$210K +5,014 New
S
321
SignatureFD
Georgia
$206K -$15.7K -375 -7%
OTL
322
Oak Thistle LLC
New York
$203K +$203K +4,851 New
NG
323
Northstar Group
New York
$202K
TRCT
324
Tower Research Capital (TRC)
New York
$195K +$113K +2,690 +136%
CM
325
Caption Management
Oklahoma
$188K +$188K +4,500 New