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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
Wells Fargo
76
Wells Fargo
California
$3.6M +$893K +18,541 +30%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$3.52M -$5.32M -110,470 -58%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$3.37M -$289 -6 -0%
ACG
79
Aventail Capital Group
New York
$3.32M
LK
80
Lumbard & Kellner
New Hampshire
$3.31M -$198K -4,108 -5%
ECM
81
Evergreen Capital Management
Washington
$3.29M +$3.58M +74,263 New
MIM
82
MetLife Investment Management
New Jersey
$3.25M +$192K +3,991 +6%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$3.22M +$2.24M +46,493 +177%
Nomura Holdings
84
Nomura Holdings
Japan
$3.16M +$3.44M +71,518 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.12M -$149K -3,101 -4%
Capstone Investment Advisors
86
Capstone Investment Advisors
New York
$2.94M +$3.2M +66,484 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$2.7M -$24.6K -510 -0.8%
Citigroup
88
Citigroup
New York
$2.65M +$469K +9,746 +19%
Holocene Advisors
89
Holocene Advisors
New York
$2.64M +$2.88M +59,737 New
VM
90
Varde Management
Minnesota
$2.62M +$2.85M +59,220 New
State Farm Mutual Automobile Insurance
91
State Farm Mutual Automobile Insurance
Illinois
$2.61M -$709K -14,734 -20%
DLP
92
De Lisle Partners
United Kingdom
$2.58M
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$2.51M +$2.73M +56,757 New
MIM
94
Meixler Investment Management
Arizona
$2.42M +$543K +11,278 +26%
Stifel Financial
95
Stifel Financial
Missouri
$2.4M +$2.61M +54,221 New
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M -$22.6K -470 -0.9%
RR
97
Robotti Robert
$2.32M
CCM
98
Contrarian Capital Management
Connecticut
$2.21M -$1.2M -25,000 -33%
KLP
99
Kent Lake PR
Puerto Rico
$2.21M +$2.41M +50,000 New
SFI
100
Susquehanna Fundamental Investments
Pennsylvania
$2.2M +$2.39M +49,700 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.