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315 hedge funds and large institutions have $2.93B invested in Valaris in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 81 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 81

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

3% more funds holding

Funds holding: 306315 (+9)

2% more call options, than puts

Call options by funds: $80.6M | Put options by funds: $79.2M

0.73% less ownership

Funds ownership: 93.84%93.11% (-0.73%)

23% less capital invested

Capital invested by funds: $3.8B → $2.93B (-$870M)

Holders
315
Holders Change
+9
Holders Change %
+2.94%
% of All Funds
4.15%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
76
Increased
124
Reduced
81
Closed
64
Calls
$80.6M
Puts
$79.2M
Net Calls
+$1.41M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
226
Pathstone Holdings
New Jersey
$225K +$245K +5,097 New
Cerity Partners
227
Cerity Partners
New York
$222K +$219K +4,539 New
PC
228
Pecaut & Co
Iowa
$221K
MCP
229
Militia Capital Partners
Nevada
$221K +$241K +5,000 New
SAM
230
Securian Asset Management
Minnesota
$219K -$11.3K -234 -5%
OQS
231
Occudo Quantitative Strategies
Florida
$217K +$236K +4,899 New
AC
232
Aristides Capital
Kentucky
$212K +$231K +4,800 New
FA
233
Fermata Advisors
California
$208K +$4.86K +101 +2%
SPC
234
Sigma Planning Corp
Michigan
$205K -$5.05K -105 -2%
CT
235
ClearAlpha Technologies
Connecticut
$200K -$3.08K -64 -1%
CGH
236
Crossmark Global Holdings
Texas
$200K
SWM
237
Spire Wealth Management
Virginia
$186K +$39.5K +821 +24%
Group One Trading
238
Group One Trading
Illinois
$184K +$170K +3,523 +550%
NAAA
239
New Age Alpha Advisors
New York
$176K +$192K +3,989 New
SG Americas Securities
240
SG Americas Securities
New York
$170K -$1.44K -30 -0.8%
KBC Group
241
KBC Group
Belgium
$130K +$54.6K +1,135 +63%
Federated Hermes
242
Federated Hermes
Pennsylvania
$129K -$59.6K -1,237 -30%
ETC
243
Exchange Traded Concepts
Oklahoma
$117K -$314K -6,521 -71%
NA
244
NewEdge Advisors
Louisiana
$101K +$24.1K +500 +28%
US Bancorp
245
US Bancorp
Minnesota
$86.8K +$38.3K +795 +68%
C
246
Covestor
United Kingdom
$85K +$26.3K +547 +40%
QCG
247
Quadrant Capital Group
Ohio
$82.9K +$69.1K +1,435 +327%
BC
248
Bayforest Capital
United Kingdom
$72.5K +$78.9K +1,638 New
S
249
SignatureFD
Georgia
$65.3K +$56.7K +1,177 +395%
BIA
250
Bell Investment Advisors
California
$52.5K -$2.94K -61 -5%

VAL Hedge Fund Activity: Q4 2024 in Review

315 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q4 2024, worth a combined $2.93B — down 23% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VAL positions and 64 closed out — a net gain of 12 holders — while 124 added to existing stakes and 81 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74.5M. The largest seller was Orbis Allan Gray, exiting entirely with an estimated $288M sold.

  • 315 institutional investors held Valaris (VAL) as of Q4 2024, up from 306 in Q3 2024.
  • Funds reported $2.93B of Valaris stock for Q4 2024, down 23% quarter-over-quarter.
  • 76 funds opened new Valaris positions in Q4 2024 and 64 closed out, a net change of +12 holders.
  • The largest Valaris buyer in Q4 2024 was Morgan Stanley, an estimated $74.5M added.
  • The largest Valaris seller in Q4 2024 was Orbis Allan Gray, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2024.