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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.

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 Market Value Shares Shares
Change 		Shares
Change %
LI
401
LRI Investments
Florida
$3.21K 89 -30 -25%
Group One Trading
402
Group One Trading
Illinois
$3.18K 88 +88 New
JWA
403
JFS Wealth Advisors
Pennsylvania
$3.11K 86 – –
MCM
404
MidAtlantic Capital Management
Virginia
$2.86K 79 – –
CSC
405
Caldwell Sutter Capital
California
$2.68K 74 – –
MG
406
Mather Group
Illinois
$2.68K 74 +16 +28%
BWL
407
Bogart Wealth LLC
Virginia
$2.53K 70 +70 New
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$2.06K 57 – –
HWM
409
Hemington Wealth Management
Virginia
$2K 62 -15 -19%
TFGT
410
TS Financial Group (TSFG)
Illinois
$2K 49 – –
BBPWM
411
Blue Bell Private Wealth Management
Pennsylvania
$1.77K 49 – –
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$1.45K 40 +10 +33%
WWP
413
WR Wealth Planners
Missouri
$1.27K 35 – –
CFD
414
Creative Financial Designs
Indiana
$1.19K 33 +33 New
JFA
415
JNBA Financial Advisors
Minnesota
$1.01K 28 – –
CWP
416
Concord Wealth Partners
Virginia
$941 26 – –
SIC
417
SJS Investment Consulting
Ohio
$905 25 -5 -17%
DPW
418
DiNuzzo Private Wealth
Pennsylvania
$796 22 – –
TPCW
419
TD Private Client Wealth
New York
$724 20 -8 -29%
CSWM
420
Cassady Schiller Wealth Management
Ohio
$687 19 +19 New
CPG
421
Cornerstone Planning Group
New Jersey
$639 17 +17 New
CIAM
422
Caitong International Asset Management
Hong Kong
$543 15 +15 New
VWA
423
Valued Wealth Advisors
Utah
$438 12 – –
MCM
424
Manchester Capital Management
Vermont
$326 9 -1,425 -99%
PWA
425
Principia Wealth Advisory
Texas
$253 7 +7 New
15 16
17
18 19