Valvoline
367 hedge funds and large institutions have $5.48B invested in Valvoline in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 50 closing their positions.
334% more call options, than puts
Call options by funds: $60M | Put options by funds: $13.8M
7% more capital invested
Capital invested by funds: $5.13B → $5.48B (+$345M)
1% more ownership
Funds ownership: 90.03% → 91.04% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
2% less funds holding
Funds holding: 374 → 367 (-7)
32% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$87.7M |
| 2 |
JCM
JS Capital Management
New York
|
+$40.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$36.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$31.3M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 2 |
Goldman Sachs
New York
|
-$42.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$37.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$33.6M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$31.2M |
VVV Hedge Fund Activity: Q1 2023 in Review
367 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2023, worth a combined $5.48B — up 6.7% from $5.13B a quarter earlier.
Fund positioning in VVV was balanced in Q1 2023: 50 funds opened new positions, 50 closed out, 101 added to existing stakes and 149 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $87.7M. The largest seller was Fidelity Investments, cutting an estimated $131M.
- 367 institutional investors held Valvoline (VVV) as of Q1 2023, down from 374 in Q4 2022.
- Funds reported $5.48B of Valvoline stock for Q1 2023, up 6.7% quarter-over-quarter.
- 50 funds opened new Valvoline positions in Q1 2023 and 50 closed out, a net change of 0 holders.
- The largest Valvoline buyer in Q1 2023 was Viking Global Investors, an estimated $87.7M added.
- The largest Valvoline seller in Q1 2023 was Fidelity Investments, an estimated $131M sold.
Based on aggregated 13F filings for Q1 2023.