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Valvoline

310 hedge funds and large institutions have $3.61B invested in Valvoline in 2018 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 116 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 45

3% more funds holding

Funds holding: 302310 (+8)

2.43% less ownership

Funds ownership: 103.46%101.02% (-2.4%)

15% less capital invested

Capital invested by funds: $4.24B → $3.61B (-$635M)

21% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $2.34M

34% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 116

Holders
310
Holders Change
+8
Holders Change %
+2.65%
% of All Funds
6.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
55
Increased
77
Reduced
116
Closed
45
Calls
$1.84M
Puts
$2.34M
Net Calls
-$499K
Net Calls Change
+$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
326
Monetary Management Group
Missouri
-$74K -3,431 Closed
AA
327
Ancora Advisors
Ohio
-$58K -2,687 Closed
SIC
328
Salem Investment Counselors
North Carolina
-$46K -2,133 Closed
SWP
329
Stratos Wealth Partners
Ohio
-$34K -1,567 Closed
Macquarie Group
330
Macquarie Group
Australia
-$30K -1,372 Closed
TG
331
TLP Group
Illinois
-$25K -1,156 Closed
TFS
332
TrustCore Financial Services
Tennessee
-$24K -1,124 Closed
SPIA
333
Steward Partners Investment Advisory
New York
-$13K -602 Closed
RE
334
RBC Europe
United Kingdom
-$10.8K -500 Closed
TWMP
335
Taylor Wealth Management Partners
Massachusetts
-$9K -411 Closed
APP
336
Avantax Planning Partners
Iowa
-$8K -371 Closed
DSC
337
Duncker Streett & Co
Missouri
-$8K -367 Closed
MWPCG
338
Measured Wealth Private Client Group
New Hampshire
-$7K -334 Closed
ST
339
Sageworth Trust
Pennsylvania
-$6K -275 Closed
BGIM
340
Brandywine Global Investment Management
Pennsylvania
-$4K -166 Closed
LFA
341
Legacy Financial Advisors
Kentucky
-$2K -112 Closed
ST
342
Smithfield Trust
Pennsylvania
-$2K -93 Closed
Toronto Dominion Bank
343
Toronto Dominion Bank
Ontario, Canada
-$1K -30 Closed
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
+$380 +19 New
WCM
345
WealthBridge Capital Management
Ohio
+$380 +19 New
LC
346
Lindbrook Capital
California
+$480 +24 New
FA
347
Financial Advantage
Maryland
+$859 +43 New