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Valvoline

411 hedge funds and large institutions have $4.98B invested in Valvoline in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,448% more call options, than puts

Call options by funds: $7.55M | Put options by funds: $488K

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

17% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 48

1.01% more ownership

Funds ownership: 108.11%109.12% (+1%)

0% more funds holding

Funds holding: 410411 (+1)

4% less capital invested

Capital invested by funds: $5.2B → $4.98B (-$223M)

11% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 141

Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.4%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
56
Increased
126
Reduced
141
Closed
48
Calls
$7.55M
Puts
$488K
Net Calls
+$7.06M
Net Calls Change
+$3.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$439M -$4.86M -127,371 -1%
BlackRock
2
BlackRock
New York
$433M -$8.31M -217,699 -2%
WA
3
Wasatch Advisors
Utah
$367M -$6.02M -157,749 -2%
Boston Partners
4
Boston Partners
Massachusetts
$199M +$59.6M +1,560,328 +39%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$196M -$3.46M -90,617 -2%
FMI
6
Fiduciary Management Inc
Wisconsin
$171M -$979K -25,654 -0.5%
State Street
7
State Street
Massachusetts
$144M -$796K -20,866 -0.5%
ACM
8
Alua Capital Management
New York
$134M
Morgan Stanley
9
Morgan Stanley
New York
$133M +$26M +680,132 +22%
CB
10
Cooke & Bieler
Pennsylvania
$120M +$16M +419,094 +14%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$111M +$77.3M +2,024,763 +189%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$105M -$468K -12,263 -0.4%
Invesco
13
Invesco
Georgia
$105M -$632K -16,561 -0.6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$86.6M +$3.27M +85,789 +4%
VNIM
15
Vaughan Nelson Investment Management
Texas
$82.1M -$6.35M -166,490 -7%
Mawer Investment Management
16
Mawer Investment Management
Alberta, Canada
$81.2M -$16M -418,335 -16%
Victory Capital Management
17
Victory Capital Management
Texas
$79.1M +$15.7M +412,177 +23%
CCM
18
Channing Capital Management
Illinois
$77.4M -$352K -9,220 -0.4%
TCM
19
Tensile Capital Management
California
$74.7M +$1.48M +38,664 +2%
SC
20
Sculptor Capital
New York
$71.8M -$38.2M -1,000,000 -33%
GCM
21
Geneva Capital Management
Wisconsin
$69.9M +$39.1K +1,024 +0.1%
Marshall Wace
22
Marshall Wace
United Kingdom
$65.5M +$20M +524,681 +40%
SCM
23
Snyder Capital Management
California
$62.5M +$4.45M +116,717 +7%
Charles Schwab
24
Charles Schwab
California
$61.5M +$183K +4,799 +0.3%
CIP
25
Champlain Investment Partners
Vermont
$53.4M -$928K -24,310 -2%