Valvoline
439 hedge funds and large institutions have $5.19B invested in Valvoline in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 163 increasing their positions, 120 reducing their positions, and 37 closing their positions.
103% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 37
67% more call options, than puts
Call options by funds: $4.19M | Put options by funds: $2.51M
36% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 120
8% more funds holding
Funds holding: 407 → 439 (+32)
0.14% more ownership
Funds ownership: 96.12% → 96.25% (+0.14%)
3% less capital invested
Capital invested by funds: $5.35B → $5.19B (-$160M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$59.4M |
| 2 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$33.2M |
| 3 |
D.E. Shaw & Co
New York
|
+$27.3M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$25.9M |
| 5 |
ClearBridge Investments
New York
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$87.4M |
| 2 |
JCM
Junto Capital Management
New York
|
-$60.8M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$20.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$20.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.5M |
VVV Hedge Fund Activity: Q3 2024 in Review
439 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q3 2024, worth a combined $5.19B — down 3% from $5.35B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VVV positions and 37 closed out — a net gain of 38 holders — while 163 added to existing stakes and 120 trimmed.
The largest buyer was Wasatch Advisors, adding an estimated $59.4M. The largest seller was Fidelity Investments, cutting an estimated $87.4M.
- 439 institutional investors held Valvoline (VVV) as of Q3 2024, up from 407 in Q2 2024.
- Funds reported $5.19B of Valvoline stock for Q3 2024, down 3% quarter-over-quarter.
- 75 funds opened new Valvoline positions in Q3 2024 and 37 closed out, a net change of +38 holders.
- The largest Valvoline buyer in Q3 2024 was Wasatch Advisors, an estimated $59.4M added.
- The largest Valvoline seller in Q3 2024 was Fidelity Investments, an estimated $87.4M sold.
Based on aggregated 13F filings for Q3 2024.