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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
SEI Investments
351
SEI Investments
Pennsylvania
-$218K -3,915 Closed
AAMC
352
Asset Allocation & Management Company
Illinois
-$211K -3,793 Closed
SPA
353
Sherbrooke Park Advisers
New York
-$209K -3,748 Closed
MF
354
Magnetar Financial
Illinois
-$203K -3,644 Closed
EI
355
Ethic Inc
New York
-$216K -2,870 Closed
SO
356
STRS Ohio
Ohio
-$151K -2,700 Closed
Belvedere Trading
357
Belvedere Trading
Illinois
-$129K -2,309 Closed
AssetMark Inc
358
AssetMark Inc
California
-$105K -1,880 Closed
BTI
359
Blue Trust Inc
Georgia
-$92.7K -1,244 Closed
HT
360
Headlands Technologies
Illinois
-$49.5K -887 Closed
LSA
361
Leonteq Securities AG
Switzerland
-$44.6K -800 Closed
EA
362
Emerald Advisers
Pennsylvania
-$20.8K -373 Closed
ITFISA
363
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$9.09K -163 Closed
PS
364
Planned Solutions
California
-$8.47K -152 Closed
JSAM
365
J. Safra Asset Management
New York
-$8.35K -149 Closed
JIP
366
Jaffetilchin Investment Partners
Florida
-$5.58K -100 Closed
UB
367
UMB Bank
Missouri
-$3.18K -57 Closed
CAM
368
Creekmur Asset Management
Illinois
-$2.73K -49 Closed
TIM
369
Tortoise Investment Management
New York
-$2.51K -45 Closed
CPA
370
Capital Performance Advisors
California
-$1.95K -35 Closed
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
-$1.23K -22 Closed
AF
372
Advisornet Financial
Minnesota
-$1.11K -20 Closed
PMFA
373
Plante Moran Financial Advisors
Michigan
-$1K -18 Closed
RTC
374
Riverview Trust Company
Washington
-$446 -8 Closed
JWA
375
JFS Wealth Advisors
Pennsylvania
-$223 -4 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.