Valvoline
380 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.
95% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 42
85% more call options, than puts
Call options by funds: $9.5M | Put options by funds: $5.14M
15% more capital invested
Capital invested by funds: $4.14B → $4.75B (+$609M)
11% more funds holding
Funds holding: 342 → 380 (+38)
4.78% more ownership
Funds ownership: 92.36% → 97.14% (+4.8%)
14% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 124
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$124M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$110M |
| 3 |
Morgan Stanley
New York
|
+$57.6M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$36.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$191M |
| 2 |
DCP
D1 Capital Partners
New York
|
-$106M |
| 3 |
Renaissance Technologies
New York
|
-$31.4M |
| 4 |
TCIM
TOMS Capital Investment Management
New York
|
-$27.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$25.7M |
VVV Hedge Fund Activity: Q4 2023 in Review
380 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2023, worth a combined $4.75B — up 15% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VVV positions and 42 closed out — a net gain of 40 holders — while 107 added to existing stakes and 124 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $124M. The largest seller was Viking Global Investors, cutting an estimated $191M.
- 380 institutional investors held Valvoline (VVV) as of Q4 2023, up from 342 in Q3 2023.
- Funds reported $4.75B of Valvoline stock for Q4 2023, up 15% quarter-over-quarter.
- 82 funds opened new Valvoline positions in Q4 2023 and 42 closed out, a net change of +40 holders.
- The largest Valvoline buyer in Q4 2023 was Wellington Management Group, an estimated $124M added.
- The largest Valvoline seller in Q4 2023 was Viking Global Investors, an estimated $191M sold.
Based on aggregated 13F filings for Q4 2023.