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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
1
Fiduciary Management Inc
Wisconsin
$153M
2
WA
2
Wasatch Advisors
Utah
$391M
3
Squarepoint
3
Squarepoint
New York
$41.5M
4
CIP
4
Champlain Investment Partners
Vermont
$35.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$38.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$22.6M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NECFA
351
New England Capital Financial Advisors
Connecticut
$24.8K – – –
LFA
352
LGT Financial Advisors
Texas
$23.7K – – –
UB
353
UMB Bank
Missouri
$22.6K -$217 -6 -1%
Nomura Asset Management
354
Nomura Asset Management
Japan
$22.1K – – –
BG
355
Bollard Group
Massachusetts
$22K – – –
TIM
356
Tortoise Investment Management
New York
$19.9K – – –
MA
357
Montag & Associates
Georgia
$19.8K – – –
SPIA
358
Steward Partners Investment Advisory
New York
$19.2K +$14.9K +411 +343%
HNB
359
Hilltop National Bank
Wyoming
$18.3K – – –
CAL
360
Capital Advisors Ltd
Ohio
$18K -$148 -4 -0.8%
FHA
361
First Horizon Advisors
Tennessee
$17.6K – – –
BTI
362
Blue Trust Inc
Georgia
$16.7K -$31.5K -871 -65%
AA
363
Ancora Advisors
Ohio
$16.3K – – –
AAP
364
Arax Advisory Partners
Colorado
$16K -$2.21K -61 -12%
RA
365
Rise Advisors
New York
$15.6K – – –
Creative Planning
366
Creative Planning
Kansas
$15.4K -$198K -5,467 -93%
PSFG
367
Park Square Financial Group
Georgia
$13.7K +$13.7K +378 New
VCM
368
Versant Capital Management
Arizona
$13.3K +$13.3K +367 New
CT
369
Colonial Trust
South Carolina
$11.7K +$11.7K +323 New
MA
370
MCF Advisors
Kentucky
$11.5K – – –
WA
371
Whipplewood Advisors
Colorado
$11.3K +$11.3K +311 New
CIA
372
Cape Investment Advisory
Georgia
$11K – – –
EWA
373
EverSource Wealth Advisors
Alabama
$10.4K +$3.84K +106 +59%
AF
374
Advisornet Financial
Minnesota
$9.99K -$832 -23 -8%
KTC
375
Kentucky Trust Company
Kentucky
$9.91K +$9.91K +274 New
13 14
15
16 17