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Valvoline

435 hedge funds and large institutions have $5.13B invested in Valvoline in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+29
Holders Change %
+7.14%
% of All Funds
6.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
74
Increased
161
Reduced
120
Closed
39
Calls
$4.19M
Puts
$2.51M
Net Calls
+$1.68M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
351
Jones Financial Companies
Missouri
$57.2K +$26K +622 +83%
PS
352
Principal Securities
Iowa
$50.6K +$7.41K +177 +17%
SFA
353
Semmax Financial Advisors
North Carolina
$46.8K
CFGS
354
Concourse Financial Group Securities
Alabama
$43.5K -$7.95K -190 -15%
LFG
355
Larson Financial Group
Missouri
$42.2K +$293 +7 +0.7%
FCM
356
Fourpath Capital Management
Oklahoma
$40.8K +$40.8K +974 New
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$37K -$1.57K -38 -4%
IBOK
358
Independence Bank of Kentucky
Kentucky
$36.1K
CHC
359
City Holding Co
West Virginia
$34.4K
NECFA
360
New England Capital Financial Advisors
Connecticut
$28.7K
LFA
361
LGT Financial Advisors
Texas
$27.4K
UB
362
UMB Bank
Missouri
$26.4K +$12.6K +302 +92%
BG
363
Bollard Group
Massachusetts
$26K
Nomura Asset Management
364
Nomura Asset Management
Japan
$25.5K
ABWM
365
Alpine Bank Wealth Management
Colorado
$24.9K +$24.9K +595 New
TIM
366
Tortoise Investment Management
New York
$23K
MA
367
Montag & Associates
Georgia
$22.9K
PCMC
368
Planning Capital Management Corporation
Pennsylvania
$22.4K
HNB
369
Hilltop National Bank
Wyoming
$21.1K
AAP
370
Arax Advisory Partners
Colorado
$21.1K +$3.06K +73 +17%
CAL
371
Capital Advisors Ltd
Ohio
$21K
ATS
372
Ashton Thomas Securities
New York
$20.3K +$20.3K +486 New
FHA
373
First Horizon Advisors
Tennessee
$20.3K +$17.6K +420 +636%
HFM
374
Harvest Fund Management
China
$19K
AA
375
Ancora Advisors
Ohio
$18.8K