Valvoline
414 hedge funds and large institutions have $6.1B invested in Valvoline in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 114 increasing their positions, 121 reducing their positions, and 32 closing their positions.
259% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 32
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
24% more funds holding
Funds holding: 333 → 414 (+81)
18% more call options, than puts
Call options by funds: $25.5M | Put options by funds: $21.7M
17% more capital invested
Capital invested by funds: $5.23B → $6.1B (+$867M)
6% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 121
1.9% less ownership
Funds ownership: 92.79% → 90.9% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$67.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$38.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.8M |
| 5 |
AWAM
Appian Way Asset Management
New York
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$183M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$63M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$51.2M |
| 4 |
JP
Jana Partners
New York
|
-$39.8M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$32.9M |
VVV Hedge Fund Activity: Q4 2021 in Review
414 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2021, worth a combined $6.1B — up 17% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new VVV positions and 32 closed out — a net gain of 83 holders — while 114 added to existing stakes and 121 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $67.3M. The largest seller was JP Morgan Chase, cutting an estimated $183M.
- 414 institutional investors held Valvoline (VVV) as of Q4 2021, up from 333 in Q3 2021.
- Funds reported $6.1B of Valvoline stock for Q4 2021, up 17% quarter-over-quarter.
- 115 funds opened new Valvoline positions in Q4 2021 and 32 closed out, a net change of +83 holders.
- The largest Valvoline buyer in Q4 2021 was Lord, Abbett & Co, an estimated $67.3M added.
- The largest Valvoline seller in Q4 2021 was JP Morgan Chase, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2021.