Valvoline
314 hedge funds and large institutions have $3.98B invested in Valvoline in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 94 increasing their positions, 123 reducing their positions, and 42 closing their positions.
218% more call options, than puts
Call options by funds: $3.33M | Put options by funds: $1.05M
23% more capital invested
Capital invested by funds: $3.24B → $3.98B (+$734M)
2% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 42
0.89% more ownership
Funds ownership: 91.98% → 92.88% (+0.89%)
0% more funds holding
Funds holding: 313 → 314 (+1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.8M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$37.9M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$24.8M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$19.3M |
| 5 |
Aviva
London,
United Kingdom
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$27.8M |
| 2 |
HVCM
HG Vora Capital Management
New York
|
-$27.1M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$17.3M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$15.1M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
-$14.5M |
VVV Hedge Fund Activity: Q4 2020 in Review
314 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2020, worth a combined $3.98B — up 23% from $3.24B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VVV positions and 42 closed out — a net gain of 1 holder — while 94 added to existing stakes and 123 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $62.8M. The largest seller was Capital Research Global Investors, cutting an estimated $27.8M.
- 314 institutional investors held Valvoline (VVV) as of Q4 2020, up from 313 in Q3 2020.
- Funds reported $3.98B of Valvoline stock for Q4 2020, up 23% quarter-over-quarter.
- 43 funds opened new Valvoline positions in Q4 2020 and 42 closed out, a net change of +1 holder.
- The largest Valvoline buyer in Q4 2020 was Fidelity Investments, an estimated $62.8M added.
- The largest Valvoline seller in Q4 2020 was Capital Research Global Investors, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2020.