Valvoline
432 hedge funds and large institutions have $4.47B invested in Valvoline in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 155 increasing their positions, 152 reducing their positions, and 62 closing their positions.
187% more call options, than puts
Call options by funds: $7.7M | Put options by funds: $2.69M
2% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 152
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.03% less ownership
Funds ownership: 96.25% → 96.22% (-0.03%)
2% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 62
2% less funds holding
Funds holding: 439 → 432 (-7)
14% less capital invested
Capital invested by funds: $5.19B → $4.47B (-$726M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$43.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$43.2M |
| 3 |
Squarepoint
New York
|
+$39.8M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$38.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$81.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.2M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$55M |
| 4 |
D.E. Shaw & Co
New York
|
-$33.9M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$28.2M |
VVV Hedge Fund Activity: Q4 2024 in Review
432 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2024, worth a combined $4.47B — down 14% from $5.19B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of VVV and 61 opened new positions — a net loss of 1 holder — while 152 trimmed existing stakes and 155 added.
The largest buyer was Fiduciary Management Inc, adding an estimated $43.9M. The largest seller was Wellington Management Group, cutting an estimated $81.8M.
- 432 institutional investors held Valvoline (VVV) as of Q4 2024, down from 439 in Q3 2024.
- Funds reported $4.47B of Valvoline stock for Q4 2024, down 14% quarter-over-quarter.
- 61 funds opened new Valvoline positions in Q4 2024 and 62 closed out, a net change of -1 holder.
- The largest Valvoline buyer in Q4 2024 was Fiduciary Management Inc, an estimated $43.9M added.
- The largest Valvoline seller in Q4 2024 was Wellington Management Group, an estimated $81.8M sold.
Based on aggregated 13F filings for Q4 2024.