We are live on ! Find out more

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
SRL
176
Scientech Research LLC
New Jersey
$535K -$81.2K -1,687 -12%
Victory Capital Management
177
Victory Capital Management
Texas
$530K +$280K +5,816 +94%
HighTower Advisors
178
HighTower Advisors
Illinois
$519K +$60.3K +1,252 +12%
KIM
179
Kestra Investment Management
Texas
$517K +$308K +6,398 +121%
JG
180
Jain Global
New York
$500K +$544K +11,296 New
DIG
181
Dauntless Investment Group
New Hampshire
$483K +$526K +10,925 New
PA
182
Profund Advisors
Maryland
$480K +$8.52K +177 +2%
CCM
183
Carronade Capital Management
Connecticut
$473K -$2.25M -46,804 -81%
Pictet Asset Management
184
Pictet Asset Management
Switzerland
$454K +$67.1K +1,393 +16%
HCM
185
Huber Capital Management
California
$451K -$140K -2,900 -22%
TRCT
186
Tower Research Capital (TRC)
New York
$447K +$233K +4,832 +92%
ECP
187
Epacria Capital Partners
Colorado
$446K +$485K +10,080 New
RAM
188
Readystate Asset Management
Illinois
$446K +$485K +10,076 New
DCM
189
Deuterium Capital Management
Florida
$442K +$279K +5,800 +138%
WCA
190
Waratah Capital Advisors
Ontario, Canada
$440K +$479K +9,941 New
Osaic Holdings
191
Osaic Holdings
Arizona
$432K +$151K +3,133 +47%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$431K -$137K -2,845 -23%
CC
193
Centiva Capital
New York
$420K -$346K -7,186 -43%
MNBTD
194
Moody National Bank Trust Division
Texas
$416K +$452K +9,395 New
SWM
195
SeaCrest Wealth Management
New York
$415K -$297K -6,173 -40%
X
196
Xponance
Pennsylvania
$410K +$23.4K +487 +6%
1WA
197
180 Wealth Advisors
Washington
$409K +$445K +9,248 New
Balyasny Asset Management
198
Balyasny Asset Management
Illinois
$402K +$437K +9,081 New
DWM
199
Drive Wealth Management
Utah
$401K +$91.1K +1,893 +26%
OIA
200
OneDigital Investment Advisors
Kansas
$395K -$98K -2,035 -19%

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.