Valvoline
381 hedge funds and large institutions have $4.69B invested in Valvoline in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 108 increasing their positions, 123 reducing their positions, and 42 closing their positions.
95% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 42
85% more call options, than puts
Call options by funds: $9.5M | Put options by funds: $5.14M
13% more capital invested
Capital invested by funds: $4.14B → $4.69B (+$554M)
11% more funds holding
Funds holding: 343 → 381 (+38)
3.65% more ownership
Funds ownership: 92.36% → 96.01% (+3.7%)
12% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 123
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$124M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$110M |
| 3 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$36.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$191M |
| 2 |
DCP
D1 Capital Partners
New York
|
-$106M |
| 3 |
Renaissance Technologies
New York
|
-$31.4M |
| 4 |
TCIM
TOMS Capital Investment Management
New York
|
-$27.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$25.7M |
VVV Hedge Fund Activity: Q4 2023 in Review
381 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q4 2023, worth a combined $4.69B — up 13% from $4.14B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VVV positions and 42 closed out — a net gain of 40 holders — while 108 added to existing stakes and 123 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $124M. The largest seller was Viking Global Investors, cutting an estimated $191M.
- 381 institutional investors held Valvoline (VVV) as of Q4 2023, up from 343 in Q3 2023.
- Funds reported $4.69B of Valvoline stock for Q4 2023, up 13% quarter-over-quarter.
- 82 funds opened new Valvoline positions in Q4 2023 and 42 closed out, a net change of +40 holders.
- The largest Valvoline buyer in Q4 2023 was Wellington Management Group, an estimated $124M added.
- The largest Valvoline seller in Q4 2023 was Viking Global Investors, an estimated $191M sold.
Based on aggregated 13F filings for Q4 2023.