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Valvoline
VVV

Overview Fund Activity

416 hedge funds and large institutions have $5.45B invested in Valvoline in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 106 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+37
Holders Change %
+9.76%
% of All Funds
6.03%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
77
Increased
106
Reduced
156
Closed
38
Calls
$8.96M
Puts
$3.54M
Net Calls
+$5.42M
Net Calls Change
+$1.07M

Top Buyers

1
WA
Wasatch Advisors
Utah
$379M
2
Fidelity International
Fidelity International
Bermuda
$193M
3
SCM
Sahana Capital Management
Connecticut
$35.5M
4
SC
Sculptor Capital
New York
$29.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$23.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$76.8M
2
JCM
Junto Capital Management
New York
$52.7M
3
SI
Scharf Investments
California
$65.8M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$77.2M
5
Viking Global Investors
Viking Global Investors
Connecticut
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$2.54K – – –
BBPWM
402
Blue Bell Private Wealth Management
Pennsylvania
$2.18K – – –
TFGT
403
TS Financial Group (TSFG)
Illinois
$2K – – –
MG
404
Mather Group
Illinois
$1.77K +$1.77K +47 New
WWP
405
WR Wealth Planners
Missouri
$1.56K +$1.56K +35 New
SIC
406
SJS Investment Consulting
Ohio
$1.38K +$134 +3 +11%
OLVIG
407
Oliver Lagore Vanvalin Investment Group
Michigan
$1.34K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$1.25K – – –
HNB
409
Huntington National Bank
Ohio
$1.2K – – –
GRP
410
Global Retirement Partners
California
$847 – – –
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$847 +$45 +1 +6%
JWM
412
Janiczek Wealth Management
Colorado
$758 – – –
VWA
413
Valued Wealth Advisors
Utah
$540 – – –
RAM
414
Riggs Asset Management
Pennsylvania
$357 +$357 +8 New
TCM
415
TD Capital Management
Tennessee
$312 +$312 +7 New
TWP
416
TFO Wealth Partners
Ohio
$45 – – –
KPM
417
Kinetic Partners Management
Florida
– -$25.7M -683,552 Closed
AIM
418
Artemis Investment Management
United Kingdom
– -$7.2M -191,660 Closed
Renaissance Technologies
419
Renaissance Technologies
New York
– -$7.15M -190,151 Closed
FACM
420
Forest Avenue Capital Management
Florida
– -$5.26M -140,033 Closed
GCM
421
Graham Capital Management
Connecticut
– -$2.91M -77,456 Closed
Capital Fund Management (CFM)
422
Capital Fund Management (CFM)
France
– -$2.48M -66,092 Closed
TI
423
Trexquant Investment
Connecticut
– -$2.23M -59,328 Closed
AA
424
Alesco Advisors
New York
– -$1.2M -31,952 Closed
ECM
425
ExodusPoint Capital Management
New York
– -$1.19M -31,705 Closed
15 16
17
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