Big Money Flow Into Kenvue (KVUE): $359M Signals Institutional Confidence
Over the last trading sessions, Kenvue Inc. (KVUE), the consumer health spin-off from Johnson & Johnson, has seen remarkable activity in the options and block trade markets. Big money has been moving aggressively into bullish positions, signaling renewed institutional interest despite recent weakness in the stock price.
Daily Institutional Flows
- September 17, 2025
• Trades: $36.6M
• VWAP: $18.32
• Price: $18.34 (+1.2%)
→ First wave of bullish inflows. - September 19, 2025
• Trades: $359.2M (!!)
• VWAP: $18.32
• Price: $18.34 (+1.3%)
→ A massive surge in institutional buying pressure. - September 22, 2025
• Trades: $359.2M (sustained)
• VWAP: $18.32
• Price consolidation around $18.3
→ Big players holding their positions with conviction.
Total inflows in 3 days: ~$755M+
Why This Matters
- Activist Pressure – Reports suggest activist investors are pushing for restructuring moves at Kenvue, including cost optimization and potential portfolio adjustments.
- Leadership Transition – Market rumors indicate potential changes in top management to align with activist demands.
- Undervalued Setup – The flood of institutional money and bullish options signals point to a hidden accumulation phase.
The Big Picture
Kenvue is still in the early stages of defining its independent path post–J&J. With activists pressing for restructuring, possible leadership shifts on the horizon, and over $755M in institutional bullish flows within three sessions, KVUE could be setting up for a turnaround story that the broader market has yet to fully recognize.