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Valvoline

395 hedge funds and large institutions have $5.21B invested in Valvoline in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $14.1M

1.25% more ownership

Funds ownership: 90.9%92.15% (+1.3%)

5% less funds holding

Funds holding: 414395 (-19)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

14% less capital invested

Capital invested by funds: $6.09B → $5.21B (-$877M)

18% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 71

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
6.23%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
58
Increased
124
Reduced
138
Closed
71
Calls
$18.5M
Puts
$14.1M
Net Calls
+$4.4M
Net Calls Change
+$602K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$531M +$895K +27,384 +0.2%
BlackRock
2
BlackRock
New York
$504M -$14.2M -434,540 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$465M +$72M +2,203,710 +18%
BWA
4
Brave Warrior Advisors
New York
$252M +$15.9M +485,509 +6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$199M -$11.7M -356,664 -5%
Boston Partners
6
Boston Partners
Massachusetts
$168M +$6.31M +193,228 +4%
WA
7
Wasatch Advisors
Utah
$164M -$15.9M -485,808 -9%
Invesco
8
Invesco
Georgia
$160M -$6M -183,817 -3%
State Street
9
State Street
Massachusetts
$156M +$3.77M +115,558 +2%
SI
10
Scharf Investments
California
$139M +$5.01M +153,290 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$110M -$4.56M -139,494 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$109M +$2.43M +74,297 +2%
LSV Asset Management
13
LSV Asset Management
Illinois
$97.8M -$16.6M -508,719 -14%
Renaissance Technologies
14
Renaissance Technologies
New York
$89.6M -$14.1M -431,300 -13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$73.6M +$1.62M +49,498 +2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$73.1M -$593K -18,160 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$72.4M +$4.87M +149,105 +7%
Newport Trust Company
18
Newport Trust Company
District of Columbia
$71.2M -$1.65M -50,477 -2%
TCM
19
Tensile Capital Management
California
$67.5M -$9.85M -301,556 -12%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$63.7M -$31.1M -953,009 -32%
CB
21
Commerce Bank
Missouri
$55.6M +$1.74M +53,143 +3%
GCM
22
Glenview Capital Management
New York
$55.1M +$57M +1,744,570 New
Norges Bank
23
Norges Bank
Norway
$55M +$3.19M +97,592 +6%
Charles Schwab
24
Charles Schwab
California
$53M +$963K +29,481 +2%
HRCM
25
Hawk Ridge Capital Management
California
$51.2M -$5.64M -172,715 -10%

VVV Hedge Fund Activity: Q1 2022 in Review

395 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2022, worth a combined $5.21B — down 14% from $6.09B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of VVV and 58 opened new positions — a net loss of 13 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Fidelity Investments, adding an estimated $72M. The largest seller was Royal Bank of Canada, cutting an estimated $31.4M.

  • 395 institutional investors held Valvoline (VVV) as of Q1 2022, down from 414 in Q4 2021.
  • Funds reported $5.21B of Valvoline stock for Q1 2022, down 14% quarter-over-quarter.
  • 58 funds opened new Valvoline positions in Q1 2022 and 71 closed out, a net change of -13 holders.
  • The largest Valvoline buyer in Q1 2022 was Fidelity Investments, an estimated $72M added.
  • The largest Valvoline seller in Q1 2022 was Royal Bank of Canada, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2022.