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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$858K -$180K -4,721 -16%
AIP
202
Ameritas Investment Partners
Nebraska
$856K -$32.5K -852 -3%
OTL
203
Oak Thistle LLC
New York
$823K +$875K +22,918 New
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$801K -$719K -18,850 -46%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$789K -$12.2K -320 -1%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$759K +$265K +6,936 +49%
ICM
207
Intrepid Capital Management
Florida
$729K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$721K -$45.6K -1,195 -6%
Citigroup
209
Citigroup
New York
$709K -$66.8K -1,749 -8%
US Bancorp
210
US Bancorp
Minnesota
$707K -$4.01K -105 -0.5%
LAM
211
L2 Asset Management
Massachusetts
$696K +$196K +5,136 +36%
QT
212
Quantbot Technologies
New York
$689K +$733K +19,194 New
BPC
213
Bryce Point Capital
New York
$679K +$722K +18,920 New
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$676K
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$652K -$104K -2,731 -13%
Universal-Beteiligungs- und Servicegesellschaft
216
Universal-Beteiligungs- und Servicegesellschaft
Germany
$630K +$188K +4,922 +39%
DT
217
Diversified Trust
Tennessee
$614K -$38 -1 -0%
Pacer Advisors
218
Pacer Advisors
Pennsylvania
$602K +$451K +11,825 +240%
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$601K -$4.73K -124 -0.7%
CCIA
220
Campbell & Co Investment Adviser
Maryland
$596K +$633K +16,588 New
CGH
221
Crossmark Global Holdings
Texas
$593K +$17.6K +462 +3%
KeyBank National Association
222
KeyBank National Association
Ohio
$590K +$100K +2,628 +19%
Mitsubishi UFJ Trust & Banking
223
Mitsubishi UFJ Trust & Banking
Japan
$587K +$624K +16,354 New
BA
224
Bridgewater Associates
Connecticut
$582K +$618K +16,195 New
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$575K -$89.2K -2,338 -13%