Valvoline
317 hedge funds and large institutions have $4.39B invested in Valvoline in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 91 increasing their positions, 117 reducing their positions, and 49 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
54% more call options, than puts
Call options by funds: $3.91M | Put options by funds: $2.54M
4.45% more ownership
Funds ownership: 94.71% → 99.16% (+4.5%)
5% less funds holding
Funds holding: 334 → 317 (-17)
8% less capital invested
Capital invested by funds: $4.79B → $4.39B (-$395M)
22% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 117
24% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$159M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$121M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$49.7M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$44.2M |
| 5 |
TCM
Tensile Capital Management
Larkspur,
California
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$46.2M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39.2M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$31.3M |
| 5 |
Renaissance Technologies
New York
|
-$25.4M |
VVV Hedge Fund Activity: Q1 2018 in Review
317 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2018, worth a combined $4.39B — down 8.3% from $4.79B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of VVV and 37 opened new positions — a net loss of 12 holders — while 117 trimmed existing stakes and 91 added.
The largest buyer was Capital Research Global Investors, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.
- 317 institutional investors held Valvoline (VVV) as of Q1 2018, down from 334 in Q4 2017.
- Funds reported $4.39B of Valvoline stock for Q1 2018, down 8.3% quarter-over-quarter.
- 37 funds opened new Valvoline positions in Q1 2018 and 49 closed out, a net change of -12 holders.
- The largest Valvoline buyer in Q1 2018 was Capital Research Global Investors, an estimated $159M added.
- The largest Valvoline seller in Q1 2018 was Fidelity Investments, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2018.