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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.

New
Increased
Maintained
Reduced
Closed
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
Fiduciary Management Inc
Wisconsin
$153M
2
WA
Wasatch Advisors
Utah
$391M
3
Squarepoint
Squarepoint
New York
$41.5M
4
CIP
Champlain Investment Partners
Vermont
$35.1M
5
Marshall Wace
Marshall Wace
United Kingdom
$38.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$47M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$91M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.6M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$775K +$161K +4,438 +26%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$775K +$10K +277 +1%
AIM
203
Aigen Investment Management
New York
$768K +$563K +15,563 +275%
SWM
204
Sendero Wealth Management
Texas
$752K +$194K +5,363 +35%
OTL
205
Oak Thistle LLC
New York
$728K +$552K +15,266 +315%
FCM
206
Fieldview Capital Management
Michigan
$723K +$723K +19,985 New
ACM
207
Aquatic Capital Management
Illinois
$710K +$421K +11,631 +145%
Pacer Advisors
208
Pacer Advisors
Pennsylvania
$695K +$13.5K +373 +2%
LRPA
209
L. Roy Papp & Associates
Arizona
$687K -$13.4K -370 -2%
CANY
210
Caxton Associates (New York)
New York
$686K -$987K -27,282 -59%
NSEDCP
211
NJ State Employees Deferred Compensation Plan
New Jersey
$681K – – –
NG
212
Norden Group
Utah
$678K -$59K -1,632 -8%
Osaic Holdings
213
Osaic Holdings
Arizona
$673K -$265K -7,311 -28%
KeyBank National Association
214
KeyBank National Association
Ohio
$654K +$21K +580 +3%
MYIA
215
Mount Yale Investment Advisors
Colorado
$652K -$4.09K -113 -0.6%
AI
216
Atria Investments
North Carolina
$635K -$113K -3,122 -15%
EI
217
Ethic Inc
New York
$626K +$300K +8,293 +92%
PTC
218
Petrus Trust Company
Texas
$620K +$410K +11,346 +196%
Nomura Holdings
219
Nomura Holdings
Japan
$619K +$619K +17,099 New
Mariner
220
Mariner
Kansas
$608K +$21.8K +602 +4%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$607K +$14.8K +409 +2%
Cambridge Investment Research Advisors
222
Cambridge Investment Research Advisors
Iowa
$590K -$7.67K -212 -1%
DC
223
Davenport & Co
Virginia
$589K +$25.7K +710 +5%
CL
224
Choreo LLC
Illinois
$589K +$14.4K +396 +2%
DFCM
225
Dark Forest Capital Management
Puerto Rico
$582K +$582K +16,089 New
7 8
9
10 11