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Valvoline

376 hedge funds and large institutions have $4.68B invested in Valvoline in 2022 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 157 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-18
Holders Change %
-4.57%
% of All Funds
6.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
49
Increased
103
Reduced
157
Closed
61
Calls
$50.1M
Puts
$14.2M
Net Calls
+$35.9M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
351
JFS Wealth Advisors
Pennsylvania
$4K +$2K +67 +100%
EI
352
Ellevest Inc
New York
$4K +$4K +126 New
BIA
353
Bell Investment Advisors
California
$4K +$4K +127 New
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92K
TWM
355
Tradition Wealth Management
Minnesota
$3K -$27K -900 -90%
FPS
356
Fieldpoint Private Securities
Connecticut
$3K -$12.3K -370 -80%
AIP
357
Ahrens Investment Partners
Louisiana
$3K
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.58K +103 +606%
SWM
359
Spire Wealth Management
Virginia
$2K -$24.6K -813 -92%
ACM
360
AUA Capital Management
Pennsylvania
$2K -$386 -11 -16%
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$2K -$242 -8 -11%
EW
362
Evoke Wealth
California
$2K
SC
363
Schubert & Co
Texas
$2K +$1.25K +40 +167%
Bank of Montreal
364
Bank of Montreal
Ontario, Canada
$1.47K +$876 +29,538 +147%
TFGT
365
TS Financial Group (TSFG)
Illinois
$1K -$20 -1 -2%
LPWM
366
Lake Point Wealth Management
Texas
$1K
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$1K
VNA
368
Valley National Advisers
Pennsylvania
$1K
BBPWM
369
Blue Bell Private Wealth Management
Pennsylvania
$1K
DI
370
Disciplined Investments
Oklahoma
$1K +$179 +5 +22%
GIA
371
GHP Investment Advisors
Colorado
$1K +$1K +38 New
SFG
372
Steward Financial Group
Texas
$1K +$1K +59 New
SWA
373
Sutton Wealth Advisors
Florida
$259 +$259 +9 New
PP
374
Pertento Partners
United Kingdom
-$7.95M -251,980 Closed
CCFM
375
Clear Creek Financial Management
Washington
-$3.29M -104,291 Closed