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VAL

Valaris plc Class A Ordinary Share
VAL

Delisted

VAL was delisted on the 14th of August, 2020.

169 hedge funds and large institutions have $78.5M invested in Valaris plc Class A Ordinary Share in 2020 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 52 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% less funds holding

Funds holding: 199169 (-30)

23% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 52

47% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 59

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.22M

94% less capital invested

Capital invested by funds: $1.31B → $78.5M (-$1.23B)

Holders
169
Holders Change
-30
Holders Change %
-15.08%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
31
Increased
40
Reduced
52
Closed
59
Calls
$815K
Puts
$6.22M
Net Calls
-$5.4M
Net Calls Change
+$89M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Edge Wealth Management
New York
$1K -$20.4K -5,315 -84%
BFC
127
Bedel Financial Consulting
Indiana
$1K -$448 -117 -7%
CFB
128
Cullen/Frost Bankers
Texas
$1K
PAM
129
Panagora Asset Management
Massachusetts
$1K
TFGT
130
TS Financial Group (TSFG)
Illinois
$1K
CFG
131
Citizens Financial Group
Rhode Island
$1K +$5.4K +1,410 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$1K +$5.76K +1,504 +1,653%
VCM
133
Versant Capital Management
Arizona
$1K +$8.51K +2,223 New
CWP
134
CFM Wealth Partners
Texas
$1K +$11.8K +3,093 New
RE
135
RBC Europe
United Kingdom
$415
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$279 -$28.7K -7,500 -92%
AWA
137
Arkadios Wealth Advisors
Georgia
$14
CT
138
Caldwell Trust
Florida
$7
SO
139
STRS Ohio
Ohio
-$26.4M -4,021,250 Closed
MAM
140
Majedie Asset Management
United Kingdom
-$21.6M -3,288,778 Closed
FCM
141
Frontier Capital Management
Massachusetts
-$14.5M -2,211,261 Closed
Fisher Asset Management
142
Fisher Asset Management
Washington
-$8.41M -1,281,905 Closed
Capital International Investors
143
Capital International Investors
California
-$6.88M -1,049,257 Closed
OAG
144
Orbis Allan Gray
Bermuda
-$6.87M -1,047,172 Closed
VDBMI
145
Van Den Berg Management I
Texas
-$5.75M -875,933 Closed
WG
146
Winton Group
United Kingdom
-$4.07M -620,603 Closed
AWAM
147
Appian Way Asset Management
New York
-$3.31M -505,305 Closed
PP
148
Paloma Partners
Connecticut
-$1.34M -350,822 Closed
Voloridge Investment Management
149
Voloridge Investment Management
Florida
-$1.99M -303,703 Closed
MAM
150
Monaco Asset Management
Monaco
-$1.97M -300,000 Closed

VAL Hedge Fund Activity: Q1 2020 in Review

169 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valaris plc Class A Ordinary Share (VAL) for Q1 2020, worth a combined $78.5M — down 94% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of VAL and 31 opened new positions — a net loss of 28 holders — while 52 trimmed existing stakes and 40 added.

The largest buyer was Shah Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Ruffer LLP, cutting an estimated $36.9M.

  • 169 institutional investors held Valaris plc Class A Ordinary Share (VAL) as of Q1 2020, down from 199 in Q4 2019.
  • Funds reported $78.5M of Valaris plc Class A Ordinary Share stock for Q1 2020, down 94% quarter-over-quarter.
  • 31 funds opened new Valaris plc Class A Ordinary Share positions in Q1 2020 and 59 closed out, a net change of -28 holders.
  • The largest Valaris plc Class A Ordinary Share buyer in Q1 2020 was Shah Capital Management, an estimated $29.5M added.
  • The largest Valaris plc Class A Ordinary Share seller in Q1 2020 was Ruffer LLP, an estimated $36.9M sold.

Based on aggregated 13F filings for Q1 2020.