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306 hedge funds and large institutions have $3.8B invested in Valaris in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 126 increasing their positions, 82 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 82

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

30% more call options, than puts

Call options by funds: $88.9M | Put options by funds: $68.2M

5% more funds holding

Funds holding: 292306 (+14)

4.38% less ownership

Funds ownership: 98.21%93.84% (-4.4%)

28% less capital invested

Capital invested by funds: $5.3B → $3.8B (-$1.5B)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
306
Holders Change
+14
Holders Change %
+4.79%
% of All Funds
4.39%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.17%
New
61
Increased
126
Reduced
82
Closed
45
Calls
$88.9M
Puts
$68.2M
Net Calls
+$20.8M
Net Calls Change
-$9.44M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$1.35M -$123K -1,872 -7%
NFG
127
Nations Financial Group
Iowa
$1.34M +$1.58M +24,117 New
IMC Chicago
128
IMC Chicago
Illinois
$1.31M +$1.54M +23,483 New
SAM
129
Silverback Asset Management
North Carolina
$1.25M -$327K -5,000 -18%
BHCM
130
Brevan Howard Capital Management
Jersey
$1.21M +$1.42M +21,673 New
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$1.13M
S
132
Systrade
Liechtenstein
$1.12M +$1.31M +20,000 New
AIP
133
Ameritas Investment Partners
Nebraska
$1.12M +$41.3K +631 +3%
New York State Common Retirement Fund
134
New York State Common Retirement Fund
New York
$1.09M -$465K -7,100 -27%
WG
135
Winton Group
United Kingdom
$1.09M +$357K +5,450 +39%
GC
136
Guggenheim Capital
Illinois
$1.05M -$134K -2,052 -10%
ASRS
137
Arizona State Retirement System
Arizona
$1.05M +$34.1K +521 +3%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$1.03M +$58.9K +900 +5%
MG
139
Marex Group
$1.02M
Natixis Advisors
140
Natixis Advisors
Massachusetts
$1.01M -$234K -3,574 -16%
LCM
141
Landscape Capital Management
New Jersey
$951K +$1.12M +17,061 New
CC
142
Centiva Capital
New York
$930K +$1.09M +16,682 New
Jennison Associates
143
Jennison Associates
New York
$904K +$1.06M +16,219 New
BCI
144
Brinker Capital Investments
Pennsylvania
$896K +$413K +6,299 +64%
OPS
145
Orion Portfolio Solutions
Nebraska
$896K +$413K +6,299 +64%
DTL
146
Dynamic Technology Lab
Singapore
$879K +$1.03M +15,765 New
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$873K +$39.6K +604 +4%
SWM
148
SeaCrest Wealth Management
New York
$867K -$43.2K -660 -4%
XSC
149
X-Square Capital
Puerto Rico
$857K +$46.2K +706 +5%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$856K +$112K +1,713 +13%

VAL Hedge Fund Activity: Q3 2024 in Review

306 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q3 2024, worth a combined $3.8B — down 28% from $5.3B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new VAL positions and 45 closed out — a net gain of 16 holders — while 126 added to existing stakes and 82 trimmed.

The largest buyer was Condire Management, adding an estimated $34.3M. The largest seller was Marshall Wace, cutting an estimated $79.9M.

  • 306 institutional investors held Valaris (VAL) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $3.8B of Valaris stock for Q3 2024, down 28% quarter-over-quarter.
  • 61 funds opened new Valaris positions in Q3 2024 and 45 closed out, a net change of +16 holders.
  • The largest Valaris buyer in Q3 2024 was Condire Management, an estimated $34.3M added.
  • The largest Valaris seller in Q3 2024 was Marshall Wace, an estimated $79.9M sold.

Based on aggregated 13F filings for Q3 2024.