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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
CIAM
251
Caitong International Asset Management
Hong Kong
$51.4K +$55.9K +1,162 New
Nisa Investment Advisors
252
Nisa Investment Advisors
Missouri
$50.2K -$4.48K -93 -8%
PA
253
Parallel Advisors
California
$49.4K +$45.5K +945 +549%
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$47K +$9.24K +192 +22%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$40.4K -$128K -2,658 -74%
SCM
256
Sterling Capital Management
North Carolina
$32.8K +$29.9K +622 +518%
QL
257
Quarry LP
New York
$30.3K +$11.2K +233 +52%
Walleye Capital
258
Walleye Capital
New York
$29.2K -$348K -7,220 -92%
GCM
259
Glendon Capital Management
California
$29.1K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$23.3K -$2.74K -57 -10%
SFM
261
Spartan Fund Management
Canada
$22.1K
LFG
262
Larson Financial Group
Missouri
$21.4K +$23.3K +484 New
EWA
263
EverSource Wealth Advisors
Alabama
$19K +$4.72K +98 +30%
BCM
264
Blume Capital Management
California
$18.8K +$6.02K +125 +42%
SPIA
265
Steward Partners Investment Advisory
New York
$16.4K +$7.7K +160 +76%
Barrow, Hanley, Mewhinney & Strauss
266
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.7K +$17.1K +355 New
LC
267
Lindbrook Capital
California
$14.4K +$3.03K +63 +24%
HNB
268
Huntington National Bank
Ohio
$14.3K +$11K +229 +241%
Ohio Public Employees Retirement System (OPERS)
269
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.4K +$2.36K +49 +19%
RA
270
Rise Advisors
New York
$13K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$8.28K +172 +177%
ACM
272
Aster Capital Management
United Arab Emirates
$11.7K -$62.7K -1,302 -83%
VCM
273
Versant Capital Management
Arizona
$11.3K +$9.68K +201 +372%
AIM
274
Anchor Investment Management
South Carolina
$8.85K +$9.63K +200 New
VHAM
275
Van Hulzen Asset Management
California
$8.85K +$9.63K +200 New

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.