Valvoline
310 hedge funds and large institutions have $3.35B invested in Valvoline in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 115 reducing their positions, and 53 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 3 → 9 (+6)
49% more capital invested
Capital invested by funds: $2.24B → $3.35B (+$1.1B)
2.31% more ownership
Funds ownership: 91.29% → 93.6% (+2.3%)
1% less funds holding
Funds holding: 313 → 310 (-3)
2% less call options, than puts
Call options by funds: $5.7M | Put options by funds: $5.79M
4% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 53
24% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$60.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$43.5M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
+$42.4M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$28.7M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$38.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$31.3M |
| 3 |
JP Morgan Chase
New York
|
-$30.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.7M |
VVV Hedge Fund Activity: Q2 2020 in Review
310 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q2 2020, worth a combined $3.35B — up 49% from $2.24B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of VVV and 51 opened new positions — a net loss of 2 holders — while 115 trimmed existing stakes and 87 added.
The largest buyer was Eminence Capital, opening a new position worth an estimated $60.2M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $38.8M sold.
- 310 institutional investors held Valvoline (VVV) as of Q2 2020, down from 313 in Q1 2020.
- Funds reported $3.35B of Valvoline stock for Q2 2020, up 49% quarter-over-quarter.
- 51 funds opened new Valvoline positions in Q2 2020 and 53 closed out, a net change of -2 holders.
- The largest Valvoline buyer in Q2 2020 was Eminence Capital, an estimated $60.2M added.
- The largest Valvoline seller in Q2 2020 was Shapiro Capital Management, an estimated $38.8M sold.
Based on aggregated 13F filings for Q2 2020.