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Valvoline
VVV

Overview Fund Activity

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

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$259M
2
JCM
2
JS Capital Management
New York
$40.5M
3
Fidelity International
3
Fidelity International
Bermuda
$38.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$34.8M
5
AIM
5
Artemis Investment Management
United Kingdom
$30.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$375M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.96M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$28.2K
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.5K
5
Boston Partners
5
Boston Partners
Massachusetts
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$10.7K – – –
PB
327
Pinnacle Bancorp
Nebraska
$10.6K -$1.19K -34 -10%
UB
328
UMB Bank
Missouri
$9.57K -$2.2K -63 -19%
SPIA
329
Steward Partners Investment Advisory
New York
$8K -$3.49K -100 -30%
LC
330
Lindbrook Capital
California
$7.44K – – –
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$6.99K – – –
OLVIG
332
Oliver Lagore Vanvalin Investment Group
Michigan
$6.47K – – –
CIA
333
Cape Investment Advisory
Georgia
$6.29K +$6.29K +180 New
BIA
334
Bell Investment Advisors
California
$6.22K +$804 +23 +15%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.75K – – –
EARNEST Partners
336
EARNEST Partners
Georgia
$4.68K – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$4.09K – – –
AIP
338
Ahrens Investment Partners
Louisiana
$3.7K +$3.7K +106 New
BWM
339
BerganKDV Wealth Management
Minnesota
$3.6K +$3.6K +103 New
SC
340
Schubert & Co
Texas
$3.53K -$210 -6 -6%
BBHC
341
Brown Brothers Harriman & Co
New York
$3.49K +$3.49K +100 New
JWA
342
JFS Wealth Advisors
Pennsylvania
$3.32K -$70 -2 -2%
CAL
343
Capital Advisors Ltd
Ohio
$3K -$16.5K -413 -85%
TWM
344
Tradition Wealth Management
Minnesota
$3K – – –
OIS
345
Okabena Investment Services
Minnesota
$2.87K -$11.7K -334 -80%
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.83K – – –
CSC
347
Caldwell Sutter Capital
California
$2.59K – – –
CFD
348
Creative Financial Designs
Indiana
$2.59K +$2.59K +74 New
TFGT
349
TS Financial Group (TSFG)
Illinois
$2K – – –
SFG
350
Steward Financial Group
Texas
$2K +$1.38K +58 +223%
12 13
14
15 16