Valvoline
313 hedge funds and large institutions have $4.19B invested in Valvoline in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 37 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.27% more ownership
Funds ownership: 99.12% → 99.39% (+0.27%)
3% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 37
4% less capital invested
Capital invested by funds: $4.39B → $4.19B (-$195M)
1% less funds holding
Funds holding: 317 → 313 (-4)
20% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 116
62% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $2.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.6M |
| 2 |
Janus Henderson Group
London,
|
+$30.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$27.6M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.8M |
| 5 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$23.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$107M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$106M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
-$69.7M |
| 4 |
NM
Nokota Management
New York
|
-$34.3M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$26.1M |
VVV Hedge Fund Activity: Q2 2018 in Review
313 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q2 2018, worth a combined $4.19B — down 4.4% from $4.39B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of VVV and 36 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 93 added.
The largest buyer was Capital Research Global Investors, adding an estimated $33.6M. The largest seller was Goldman Sachs, cutting an estimated $107M.
- 313 institutional investors held Valvoline (VVV) as of Q2 2018, down from 317 in Q1 2018.
- Funds reported $4.19B of Valvoline stock for Q2 2018, down 4.4% quarter-over-quarter.
- 36 funds opened new Valvoline positions in Q2 2018 and 37 closed out, a net change of -1 holder.
- The largest Valvoline buyer in Q2 2018 was Capital Research Global Investors, an estimated $33.6M added.
- The largest Valvoline seller in Q2 2018 was Goldman Sachs, an estimated $107M sold.
Based on aggregated 13F filings for Q2 2018.