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Valvoline
VVV

Overview Fund Activity

379 hedge funds and large institutions have $4.75B invested in Valvoline in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 107 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
+38
Holders Change %
+11.14%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
107
Reduced
124
Closed
42
Calls
$9.5M
Puts
$5.14M
Net Calls
+$4.36M
Net Calls Change
-$20.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$140M
2
CAM
Congress Asset Management
Massachusetts
+$124M
3
Morgan Stanley
Morgan Stanley
New York
+$64.6M
4
FMI
Fiduciary Management Inc
Wisconsin
+$40.7M
5
Ameriprise
Ameriprise
Minnesota
+$32.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$214M
2
DCP
D1 Capital Partners
New York
-$106M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.9M
5
TCIM
TOMS Capital Investment Management
New York
-$27.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
351
Miller Wealth Advisors
Colorado
$5.15K – – –
PWMG
352
Private Wealth Management Group
New Jersey
$4.81K +$4.81K +128 New
BIA
353
Bell Investment Advisors
California
$4.25K -$601 -16 -12%
IA
354
IFP Advisors
Florida
$4.07K – – –
JWA
355
JFS Wealth Advisors
Pennsylvania
$3.16K -$752 -20 -19%
WIA
356
Wetzel Investment Advisors
Indiana
$3K +$3K +92 New
MCM
357
MidAtlantic Capital Management
Virginia
$2.97K +$2.97K +79 New
MSG
358
Main Street Group
Virginia
$2.86K +$2.86K +76 New
CSC
359
Caldwell Sutter Capital
California
$2.78K – – –
FHA
360
First Horizon Advisors
Tennessee
$2.48K +$2.48K +66 New
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$2.14K – – –
TFGT
362
TS Financial Group (TSFG)
Illinois
$2K – – –
SAM
363
Smartleaf Asset Management
Massachusetts
$1.97K +$1.97K +71 New
BBPWM
364
Blue Bell Private Wealth Management
Pennsylvania
$1.84K – – –
EWA
365
EverSource Wealth Advisors
Alabama
$1.28K +$1.28K +34 New
OLVIG
366
Oliver Lagore Vanvalin Investment Group
Michigan
$1.13K – – –
Jones Financial Companies
367
Jones Financial Companies
Missouri
$1.09K +$1.09K +29 New
JFA
368
JNBA Financial Advisors
Minnesota
$1.05K – – –
SIC
369
SJS Investment Consulting
Ohio
$1.05K – – –
HNB
370
Huntington National Bank
Ohio
$1.02K – – –
VNA
371
Valley National Advisers
Pennsylvania
$1K – – –
GRP
372
Global Retirement Partners
California
$683 – – –
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$677 +$677 +18 New
JWM
374
Janiczek Wealth Management
Colorado
$639 +$639 +17 New
VWA
375
Valued Wealth Advisors
Utah
$391 +$391 +12 New
13 14
15
16 17