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Valvoline

411 hedge funds and large institutions have $4.98B invested in Valvoline in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,448% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $488K

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1.01% more ownership

Funds ownership: 108.11%109.12% (+1%)

0% more funds holding

Funds holding: 410411 (+1)

4% less capital invested

Capital invested by funds: $5.2B → $4.98B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
56
Increased
126
Reduced
141
Closed
48
Calls
$7.55M
Puts
$488K
Net Calls
+$7.06M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
IFU
176
iSAM Funds (UK)
United Kingdom
$1.14M +$1.21M +31,691 New
TD Asset Management
177
TD Asset Management
Ontario, Canada
$1.11M +$1.18M +30,998 New
SOMRS
178
State of Michigan Retirement System
Michigan
$1.09M -$7.63K -200 -0.7%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$1.08M -$53.7K -1,407 -4%
LRPA
180
L. Roy Papp & Associates
Arizona
$1.04M +$404K +10,595 +57%
Bessemer Group
181
Bessemer Group
New Jersey
$1.03M +$4.66K +122 +0.4%
XT
182
XTX Topco
Cayman Islands
$1.03M +$1.1M +28,779 New
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$1.02M
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M -$1.76K -46 -0.2%
SWM
185
Sendero Wealth Management
Texas
$1.01M
CIP
186
Capital Insight Partners
Arizona
$994K -$8.93K -234 -0.8%
Primecap Management
187
Primecap Management
California
$992K
X
188
Xponance
Pennsylvania
$991K +$9.89K +259 +0.9%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$988K +$29K +760 +3%
HEIP
190
Hudson Edge Investment Partners
New Jersey
$972K +$123K +3,216 +13%
EGM
191
Engineers Gate Manager
New York
$943K +$1M +26,250 New
Fidelity Investments
192
Fidelity Investments
Massachusetts
$935K -$9.1M -238,442 -90%
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$918K -$15.3K -400 -2%
KK
194
KLP Kapitalforvaltning
Norway
$916K
PCM
195
Polymer Capital Management
New York
$904K +$155K +4,052 +19%
KIM
196
Kestra Investment Management
Texas
$897K -$425K -11,122 -31%
ASN
197
Advisory Services Network
Georgia
$888K +$61.4K +1,609 +7%
DI
198
Diligent Investors
California
$877K
SG Americas Securities
199
SG Americas Securities
New York
$872K +$269K +7,059 +41%
HighTower Advisors
200
HighTower Advisors
Illinois
$868K -$125K -3,288 -12%