Valvoline
330 hedge funds and large institutions have $4.5B invested in Valvoline in 2017 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 102 increasing their positions, 13 reducing their positions, and 9 closing their positions.
2,200% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 9
685% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 13
228% more capital invested
Capital invested by funds: $1.37B → $4.5B (+$3.13B)
146% more funds holding
Funds holding: 134 → 330 (+196)
63% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $11M
23.27% more ownership
Funds ownership: 27.35% → 50.62% (+23%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$479M |
| 2 |
BlackRock
New York
|
+$360M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$319M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$165M |
| 5 |
ETC
Evercore Trust Company
New York
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bodenholm Capital
Stockholm,
Sweden
|
-$16.2M |
| 2 |
JG
Jefferies Group
New York
|
-$15.2M |
| 3 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$11.5M |
| 4 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$4.91M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.03M |
VVV Hedge Fund Activity: Q2 2017 in Review
330 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q2 2017, worth a combined $4.5B — up 228% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new VVV positions and 9 closed out — a net gain of 198 holders — while 102 added to existing stakes and 13 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $479M. The largest seller was Bodenholm Capital, exiting entirely with an estimated $16.2M sold.
- 330 institutional investors held Valvoline (VVV) as of Q2 2017, up from 134 in Q1 2017.
- Funds reported $4.5B of Valvoline stock for Q2 2017, up 228% quarter-over-quarter.
- 207 funds opened new Valvoline positions in Q2 2017 and 9 closed out, a net change of +198 holders.
- The largest Valvoline buyer in Q2 2017 was T. Rowe Price Associates, an estimated $479M added.
- The largest Valvoline seller in Q2 2017 was Bodenholm Capital, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2017.