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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
5.73%
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
$153M
2
WA
Wasatch Advisors
Utah
$391M
3
Squarepoint
Squarepoint
New York
$41.5M
4
CIP
Champlain Investment Partners
Vermont
$35.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$38.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$47M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.6M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
301
Smithfield Trust
Pennsylvania
$213K – – –
BOPW
302
Brandywine Oak Private Wealth
Pennsylvania
$210K +$7.24K +200 +4%
SRL
303
Scientech Research LLC
New Jersey
$208K -$14K -388 -6%
Focus Partners Wealth
304
Focus Partners Wealth
Massachusetts
$204K +$22.8K +630 +13%
NW
305
NewEdge Wealth
Pennsylvania
$200K +$8K +221 +4%
DZ Bank
306
DZ Bank
Germany
$197K -$860K -23,770 -81%
KBC Group
307
KBC Group
Belgium
$168K +$63.7K +1,763 +61%
IBOK
308
Independence Bank of Kentucky
Kentucky
$145K +$114K +3,140 +364%
WAS
309
Winch Advisory Services
Wisconsin
$142K – – –
RS
310
R Squared
Hong Kong
$136K +$136K +3,760 New
BC
311
Bayforest Capital
United Kingdom
$133K +$133K +3,678 New
S
312
SignatureFD
Georgia
$132K -$46.2K -1,276 -26%
Amundi
313
Amundi
France
$131K +$2.16K +62 +2%
FFA
314
Farther Finance Advisors
California
$128K +$12.6K +349 +11%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$118K +$3.84K +106 +3%
QL
316
Quarry LP
New York
$113K +$104K +2,880 +1,176%
GM
317
GeoWealth Management
Illinois
$101K +$101K +2,798 New
PTC
318
Private Trust Company
Ohio
$99.3K – – –
KFI
319
Key Financial Inc
Pennsylvania
$97K – – –
1IA
320
1620 Investment Advisors
Massachusetts
$92.5K +$78.5K +2,169 +560%
IA
321
IFP Advisors
Florida
$83.8K +$1.81K +49 +2%
WT
322
Whittier Trust
California
$80.4K – – –
AF
323
Atala Financial
California
$77.5K +$77.5K +2,141 New
GWM
324
Geneos Wealth Management
Colorado
$75.1K -$1.92K -53 -2%
HT
325
Headlands Technologies
Illinois
$72.9K +$72.9K +2,015 New
11 12
13
14 15