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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 %
FMP
326
Financial Management Professionals
Texas
$71.2K -$35.7K -987 -33%
AF
327
Allworth Financial
California
$66.2K +$6.4K +178 +11%
CM
328
Caption Management
Oklahoma
$61.5K -$101K -2,800 -62%
WTC
329
WhitTier Trust Company
Nevada
$61K -$36 -1 -0.1%
VC
330
Vestor Capital
Illinois
$60K – – –
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$58.9K -$16K -442 -21%
QCG
332
Quadrant Capital Group
Ohio
$57.5K -$17.3K -478 -23%
Jones Financial Companies
333
Jones Financial Companies
Missouri
$54.4K +$4.92K +136 +10%
MHR
334
Matthew Hamilton Rosenberg
$51.1K – – –
ACM
335
Aster Capital Management
United Arab Emirates
$49.2K +$49.2K +1,361 New
OP
336
ORG Partners
Indiana
$46.1K +$38K +1,050 +467%
PWA
337
Physician Wealth Advisors
Utah
$45.7K +$45.7K +1,264 New
Walleye Trading
338
Walleye Trading
New York
$44.7K -$186K -5,130 -81%
PPC
339
Park Place Capital
Alabama
$44.6K -$13.6K -376 -23%
PS
340
Principal Securities
Iowa
$44.3K +$579 +16 +1%
ADL
341
Asset Dedication LLC
California
$44.2K -$13.4K -370 -23%
SFA
342
Semmax Financial Advisors
North Carolina
$44K – – –
PA
343
Parallel Advisors
California
$41.7K -$35.4K -979 -46%
GI
344
GAMMA Investing
California
$39K -$14K -388 -26%
LFG
345
Larson Financial Group
Missouri
$36.3K -$253 -7 -0.7%
CWM
346
Centricity Wealth Management
Ohio
$36.2K +$36.2K +1,000 New
CFGS
347
Concourse Financial Group Securities
Alabama
$35.4K -$1.98K -55 -5%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$35K +$2.27K +62 +7%
HNB
349
Huntington National Bank
Ohio
$32.4K +$29.5K +814 +1,005%
CHC
350
City Holding Co
West Virginia
$29.8K – – –
12 13
14
15 16