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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
AFG
201
Allegheny Financial Group
Pennsylvania
$392K -$302K -6,279 -41%
Neuberger Berman Group
202
Neuberger Berman Group
New York
$368K -$12.1K -251 -3%
M&T Bank
203
M&T Bank
New York
$356K +$93.6K +1,944 +32%
CCM
204
Corsair Capital Management
New York
$351K -$96.3K -2,000 -20%
EAM
205
Eschler Asset Management
United Kingdom
$343K
TC
206
TownSquare Capital
Utah
$341K -$6.38M -132,467 -95%
ASN
207
Advisory Services Network
Georgia
$338K +$368K +7,639 New
Marshall Wace
208
Marshall Wace
United Kingdom
$336K -$31.6M -655,840 -99%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$330K -$13.2K -275 -4%
DC
210
Diametric Capital
Massachusetts
$320K +$349K +7,241 New
CCAL
211
City Center Advisors LLC
Michigan
$319K +$347K +7,216 New
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$319K -$98.5K -2,046 -22%
PCM
213
Prelude Capital Management
New York
$306K +$333K +6,907 New
PAG
214
Private Advisor Group
New Jersey
$298K +$58.9K +1,223 +22%
KPWS
215
Kestra Private Wealth Services
Texas
$297K +$323K +6,719 New
AA
216
ALPS Advisors
Colorado
$285K
AP
217
Antipodes Partners
Australia
$281K +$305K +6,345 New
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
$268K +$26.9K +559 +10%
Prudential Financial
219
Prudential Financial
New Jersey
$266K -$187K -3,886 -39%
CSC
220
Caldwell Sutter Capital
California
$265K +$155K +3,225 +116%
OR
221
Olympiad Research
Connecticut
$247K +$268K +5,573 New
EC
222
EntryPoint Capital
New York
$246K +$80.3K +1,668 +43%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$246K
LWCFA
224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K +$241K +5,000 New
RFO
225
RiverGlades Family Offices
Florida
$230K +$250K +5,200 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.