Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Valvoline Inc (VVV)

409 + Investors. Track Smart Money conviction in VVV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — VVV

Based on 413 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
413 hedge funds hold VVV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VVV is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 63% buying

249 buying147 selling
Last quarter: 249 funds were net buyers (85 opened a brand new position + 164 added to an existing one). Only 147 were sellers (106 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new VVV position: 63 → 55 → 50 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
267 out of 413 hedge funds have held VVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

55 → 63 → 55 → 50 → 85 new funds/Q
New funds entering each quarter: 63 → 55 → 50 → 85. A growing number of institutions are discovering VVV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 418 current holders: 295 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
53 of 413 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VVV

In 2026 Q1, 249 hedge funds were net buyers of VVV (85 opened a new position, 164 added to an existing one), while 147 reduced or exited (106 trimmed, 41 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 29% of total institutional value in VVV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 413.

Hedge Fund Ownership: VVV

How many hedge funds hold VVV — quarterly history vs. share price
Quarterly hedge fund ownership of VVV vs. share price

Market Analysis: VVV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VVV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Valvoline Inc (VVV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VVV has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
VVV
+11.7%
XLY
+7.0%

VVV outperformed XLY by +4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
VVV
+16.1%
XLY
+0.1%

Since the filing became public, VVV outperformed XLY by +16.0% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 4 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: VVV
409 + Investors

Track Smart Money conviction in VVV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 409 369 10.84%
13F Shares 148M 145M 1.76%
Total Value $4.84B $4.20B 15.19%
New Positions 85 50 +35
Increased Positions 162 121 +41
Closed Positions 45 82 -37
Reduced Positions 104 145 -41
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: VVV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

409 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VVV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VVV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alua Capital Management LP 10.29% 3,465,732 $116.7M
2 Tensile Capital Management LP 10.12% 2,098,843 $70.7M
3 Vision One Management Partners, LP 8.45% 582,176 $19.6M
4 Broyhill Asset Management, LLC 4.79% 153,845 $5.2M
5 Scopia Capital Management LP 4.70% 203,360 $6.8M
6 Hawk Ridge Capital Management LP 3.85% 3,147,810 $106.0M
7 Eminence Capital, LP 3.42% 4,425,261 $149.0M
8 Channing Capital Management, LLC 2.54% 2,942,359 $99.1M
9 MAC Alpha Capital Management, LP 2.24% 114,256 $3.8M
10 Scholtz & Company, LLC 2.07% 119,861 $4.0M
11 Fiduciary Management Inc /Wi/ 2.02% 4,828,931 $162.6M
12 Wasatch Advisors LP 1.79% 7,996,009 $269.3M
13 Cooke & Bieler LP 1.57% 4,118,822 $138.7M
14 Resolute Capital Asset Partners LLC 1.33% 75,000 $2.5M
15 Geneva Capital Management LLC 1.28% 1,789,709 $60.3M
16 Aristotle Capital Boston, LLC 1.15% 548,983 $18.5M
17 Snyder Capital Management L P 1.12% 1,721,405 $58.0M
18 Leeward Investments, LLC - MA 1.03% 623,001 $21.0M
19 Vaughan Nelson Investment Management, L.P. 0.97% 2,881,998 $97.1M
20 Charter Oak Advisors LP 0.94% 46,171 $1.6M
21 Anthracite Investment Company, Inc. 0.90% 47,000 $1.8M
22 VELA Investment Management, LLC 0.84% 108,766 $3.7M
23 William Allan Corp 0.71% 35,497 $1.2M
24 Cramer Rosenthal Mcglynn LLC 0.61% 246,058 $8.3M
25 Royce & Associates LP 0.60% 1,804,794 $60.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Valvoline Inc (VVV)

What does the Smart Money Trend signal show for VVV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VVV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VVV?

More buyers than sellers — 63% buying: Last quarter: 249 funds were net buyers (85 opened a brand new position + 164 added to an existing one). Only 147 were sellers (106 trimmed + 41 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VVV holders?

Strong quality — 29% AUM from major funds: 53 of 413 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VVV?

65% of holders stayed for 2+ years: 267 out of 413 hedge funds have held VVV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Valvoline Inc (VVV) following the 2026 Q1 hedge fund 13F filings?

As of today, VVV has moved +16.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the XLY sector ETF — an outperformance of +16.0%. Since the quarter end (March 31, 2026), VVV has gained +11.7% vs +7.0% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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