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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
S
301
Sachetta
Massachusetts
$1.28K +$1.4K +29 New
GWM
302
Geneos Wealth Management
Colorado
$1.15K +$337 +7 +37%
PWA
303
Physician Wealth Advisors
Utah
$974 +$1.06K +22 New
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$885
CPG
305
Cornerstone Planning Group
New Jersey
$874 +$481 +10 +125%
CSWM
306
Cassady Schiller Wealth Management
Ohio
$531 +$578 +12 New
NS
307
NBC Securities
Alabama
$522 -$579K -12,029 -100%
PWMG
308
Prestige Wealth Management Group
New Jersey
$443 +$481 +10 New
PS
309
Principal Securities
Iowa
$177 +$193 +4 New
T
310
Transce3nd
Texas
$133 +$144 +3 New
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$45
GFPC
312
Global Financial Private Client
Florida
$44 +$48 +1 New
OAG
313
Orbis Allan Gray
Bermuda
-$288M -5,172,821 Closed
LC
314
Lodbrok Capital
United Kingdom
-$98.8M -1,771,340 Closed
SPC
315
Slate Path Capital
New York
-$37.7M -677,000 Closed
Fiera Capital (Canada)
316
Fiera Capital (Canada)
Quebec, Canada
-$15.8M -283,854 Closed
GAI
317
General American Investors
New York
-$13.1M -234,556 Closed
JC
318
JBF Capital
Colorado
-$7.79M -139,761 Closed
DAS
319
Diversify Advisory Services
Utah
-$6.93M -137,572 Closed
6CM
320
683 Capital Management
New York
-$6.97M -125,000 Closed
WAM
321
Wolverine Asset Management
Illinois
-$4.13M -85,737 Closed
CM
322
Caption Management
Oklahoma
-$3.37M -70,100 Closed
Walleye Trading
323
Walleye Trading
New York
-$2.82M -58,643 Closed
ECM
324
ExodusPoint Capital Management
New York
-$2.71M -48,657 Closed
XT
325
XTX Topco
Cayman Islands
-$1.86M -33,402 Closed

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.