Valvoline
299 hedge funds and large institutions have $4.46B invested in Valvoline in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 108 increasing their positions, 99 reducing their positions, and 57 closing their positions.
82% more call options, than puts
Call options by funds: $3.73M | Put options by funds: $2.05M
9% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 99
0.08% more ownership
Funds ownership: 93.77% → 93.85% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital inflows, than outflows
Capital inflows: $415M | Capital outflows: $421M
9% less funds holding
Funds holding: 330 → 299 (-31)
47% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$112M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$27.8M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$26.4M |
| 4 |
Janus Henderson Group
London,
|
+$19.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hitchwood Capital Management
New York
|
-$49.8M |
| 2 |
TimesSquare Capital Management
New York
|
-$31.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$20.7M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$18.1M |
VVV Hedge Fund Activity: Q3 2017 in Review
299 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q3 2017, worth a combined $4.46B — down 0.98% from $4.5B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of VVV and 30 opened new positions — a net loss of 27 holders — while 99 trimmed existing stakes and 108 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $112M. The largest seller was Hitchwood Capital Management, exiting entirely with an estimated $49.8M sold.
- 299 institutional investors held Valvoline (VVV) as of Q3 2017, down from 330 in Q2 2017.
- Funds reported $4.46B of Valvoline stock for Q3 2017, down 0.98% quarter-over-quarter.
- 30 funds opened new Valvoline positions in Q3 2017 and 57 closed out, a net change of -27 holders.
- The largest Valvoline buyer in Q3 2017 was Capital Research Global Investors, an estimated $112M added.
- The largest Valvoline seller in Q3 2017 was Hitchwood Capital Management, an estimated $49.8M sold.
Based on aggregated 13F filings for Q3 2017.