Valvoline
302 hedge funds and large institutions have $4.24B invested in Valvoline in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 93 increasing their positions, 112 reducing their positions, and 33 closing their positions.
4.07% more ownership
Funds ownership: 99.39% → 103.46% (+4.1%)
1% more capital invested
Capital invested by funds: $4.19B → $4.24B (+$50M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 313 → 302 (-11)
17% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 112
24% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 33
51% less call options, than puts
Call options by funds: $1.69M | Put options by funds: $3.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$210M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$52.1M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$41.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$27.4M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$192M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$44.6M |
| 3 |
OA
Omega Advisors
New York
|
-$37.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.2M |
| 5 |
Neuberger Berman Group
New York
|
-$22M |
VVV Hedge Fund Activity: Q3 2018 in Review
302 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q3 2018, worth a combined $4.24B — up 1.2% from $4.19B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of VVV and 25 opened new positions — a net loss of 8 holders — while 112 trimmed existing stakes and 93 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $210M. The largest seller was Capital Research Global Investors, cutting an estimated $192M.
- 302 institutional investors held Valvoline (VVV) as of Q3 2018, down from 313 in Q2 2018.
- Funds reported $4.24B of Valvoline stock for Q3 2018, up 1.2% quarter-over-quarter.
- 25 funds opened new Valvoline positions in Q3 2018 and 33 closed out, a net change of -8 holders.
- The largest Valvoline buyer in Q3 2018 was Capital International Investors, an estimated $210M added.
- The largest Valvoline seller in Q3 2018 was Capital Research Global Investors, an estimated $192M sold.
Based on aggregated 13F filings for Q3 2018.