Valvoline
418 hedge funds and large institutions have $5.45B invested in Valvoline in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 107 increasing their positions, 155 reducing their positions, and 38 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
153% more call options, than puts
Call options by funds: $8.96M | Put options by funds: $3.54M
103% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 38
16% more capital invested
Capital invested by funds: $4.69B → $5.45B (+$761M)
10% more funds holding
Funds holding: 381 → 418 (+37)
1.6% less ownership
Funds ownership: 96.01% → 94.41% (-1.6%)
31% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 155
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$68M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$60.8M |
| 3 |
SCM
Sahana Capital Management
Greenwich,
Connecticut
|
+$31.7M |
| 4 |
SC
Sculptor Capital
New York
|
+$26.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Junto Capital Management
New York
|
-$52.1M |
| 2 |
SI
Scharf Investments
Los Gatos,
California
|
-$47M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$34.1M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$31.6M |
| 5 |
GCM
Glenview Capital Management
New York
|
-$27.4M |
VVV Hedge Fund Activity: Q1 2024 in Review
418 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2024, worth a combined $5.45B — up 16% from $4.69B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new VVV positions and 38 closed out — a net gain of 39 holders — while 107 added to existing stakes and 155 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $68M. The largest seller was Junto Capital Management, cutting an estimated $52.1M.
- 418 institutional investors held Valvoline (VVV) as of Q1 2024, up from 381 in Q4 2023.
- Funds reported $5.45B of Valvoline stock for Q1 2024, up 16% quarter-over-quarter.
- 77 funds opened new Valvoline positions in Q1 2024 and 38 closed out, a net change of +39 holders.
- The largest Valvoline buyer in Q1 2024 was Wasatch Advisors, an estimated $68M added.
- The largest Valvoline seller in Q1 2024 was Junto Capital Management, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2024.