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Valvoline

417 hedge funds and large institutions have $4.43B invested in Valvoline in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 169 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $5.81M | Put options by funds: $2.84M

3.96% more ownership

Funds ownership: 96.22%100.18% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $4.47B → $4.43B (-$35.1M)

3% less funds holding

Funds holding: 432417 (-15)

17% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 58

18% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 169

Holders
417
Holders Change
-15
Holders Change %
-3.47%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
138
Reduced
169
Closed
58
Calls
$5.81M
Puts
$2.84M
Net Calls
+$2.98M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Wasatch Advisors
Utah
$440M +$66.9M +1,833,073 +17%
BlackRock
2
BlackRock
New York
$432M +$1.3M +35,693 +0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$431M -$18.8M -515,727 -4%
Fidelity International
4
Fidelity International
Bermuda
$174M -$3.73M -102,063 -2%
FMI
5
Fiduciary Management Inc
Wisconsin
$166M +$20M +548,071 +13%
State Street
6
State Street
Massachusetts
$148M +$1.12M +30,588 +0.7%
ACM
7
Alua Capital Management
New York
$130M +$4.72M +129,185 +4%
Invesco
8
Invesco
Georgia
$118M -$8.58M -235,055 -6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$101M +$10.6M +289,886 +11%
Boston Partners
10
Boston Partners
Massachusetts
$82.7M +$86.8M +2,377,320 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$80.5M +$3M +82,259 +4%
VNIM
12
Vaughan Nelson Investment Management
Texas
$71.2M +$17.1M +467,885 +30%
SC
13
Sculptor Capital
New York
$70.8M
TCM
14
Tensile Capital Management
California
$68.4M +$4.56M +125,000 +7%
Charles Schwab
15
Charles Schwab
California
$58.2M +$1.11M +30,319 +2%
Morgan Stanley
16
Morgan Stanley
New York
$56.8M +$9.2M +252,138 +18%
Newport Trust Company
17
Newport Trust Company
District of Columbia
$54.7M -$1.62M -44,465 -3%
Millennium Management
18
Millennium Management
New York
$52.6M +$41.9M +1,146,728 +315%
Norges Bank
19
Norges Bank
Norway
$52.6M +$532K +14,588 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$50.8M +$27.3M +747,141 +105%
GCM
21
Geneva Capital Management
Wisconsin
$43.6M +$1.18M +32,206 +3%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$42.6M +$26.4M +723,938 +145%
CB
23
Commerce Bank
Missouri
$42.3M -$551K -15,098 -1%
RA
24
Royce & Associates
New York
$42M -$1.99M -54,563 -4%
Marshall Wace
25
Marshall Wace
United Kingdom
$41.6M +$4.98M +136,515 +13%

VVV Hedge Fund Activity: Q1 2025 in Review

417 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Valvoline (VVV) for Q1 2025, worth a combined $4.43B — down 0.79% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of VVV and 48 opened new positions — a net loss of 10 holders — while 169 trimmed existing stakes and 138 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $86.8M. The largest seller was Congress Asset Management, cutting an estimated $124M.

  • 417 institutional investors held Valvoline (VVV) as of Q1 2025, down from 432 in Q4 2024.
  • Funds reported $4.43B of Valvoline stock for Q1 2025, down 0.79% quarter-over-quarter.
  • 48 funds opened new Valvoline positions in Q1 2025 and 58 closed out, a net change of -10 holders.
  • The largest Valvoline buyer in Q1 2025 was Boston Partners, an estimated $86.8M added.
  • The largest Valvoline seller in Q1 2025 was Congress Asset Management, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.