Valvoline
325 hedge funds and large institutions have $3.86B invested in Valvoline in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 39 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
82% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $3.59M
38% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 39
9% more capital invested
Capital invested by funds: $3.54B → $3.86B (+$328M)
5% more funds holding
Funds holding: 311 → 325 (+14)
6% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 101
1.98% less ownership
Funds ownership: 95.19% → 93.21% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$53M |
| 2 |
Renaissance Technologies
New York
|
+$51.2M |
| 3 |
Millennium Management
New York
|
+$16.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$16.9M |
| 5 |
D.E. Shaw & Co
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$83.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$54.9M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
-$29.3M |
| 4 |
JP Morgan Chase
New York
|
-$22.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$18.3M |
VVV Hedge Fund Activity: Q3 2019 in Review
325 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q3 2019, worth a combined $3.86B — up 9.3% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VVV positions and 39 closed out — a net gain of 15 holders — while 95 added to existing stakes and 101 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $53M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $83.1M sold.
- 325 institutional investors held Valvoline (VVV) as of Q3 2019, up from 311 in Q2 2019.
- Funds reported $3.86B of Valvoline stock for Q3 2019, up 9.3% quarter-over-quarter.
- 54 funds opened new Valvoline positions in Q3 2019 and 39 closed out, a net change of +15 holders.
- The largest Valvoline buyer in Q3 2019 was Fidelity Investments, an estimated $53M added.
- The largest Valvoline seller in Q3 2019 was Champlain Investment Partners, an estimated $83.1M sold.
Based on aggregated 13F filings for Q3 2019.