We are live on ! Find out more

91 hedge funds and large institutions have $1.96B invested in Valaris in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $4.12M

23% more capital invested

Capital invested by funds: $1.6B → $1.96B (+$364M)

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

2.35% more ownership

Funds ownership: 73.88%76.23% (+2.3%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

2% less funds holding

Funds holding: 9391 (-2)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.59%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.3%
New
24
Increased
20
Reduced
22
Closed
25
Calls
$10.8M
Puts
$4.12M
Net Calls
+$6.68M
Net Calls Change
+$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
OHA
1
Oak Hill Advisors
New York
$328M +$12.4M +433,017 +5%
GAM
2
Goldentree Asset Management
New York
$252M -$281K -9,772 -0.1%
LC
3
Lodbrok Capital
United Kingdom
$161M
CCA
4
Canyon Capital Advisors
Texas
$119M -$4.8M -167,096 -5%
CIM
5
Contrarius Investment Management
Jersey
$117M -$917K -31,935 -0.9%
Allianz Asset Management
6
Allianz Asset Management
Germany
$98.1M -$39.2M -1,363,502 -33%
KSCM
7
King Street Capital Management
New York
$85.3M -$24.2M -844,129 -26%
WA
8
Whitebox Advisors
Minnesota
$79.5M -$6.45M -224,660 -9%
EIM
9
Elliott Investment Management
Florida
$63M +$51.9M +1,806,589 New
TCA
10
Taconic Capital Advisors
New York
$53.2M -$718K -25,012 -2%
BCM
11
Brigade Capital Management
New York
$51.2M -$7.33M -255,130 -15%
GCM
12
Glendon Capital Management
California
$44.2M
OCM
13
Oaktree Capital Management
California
$37.7M
Vanguard Group
14
Vanguard Group
Pennsylvania
$31M +$25.5M +887,688 New
AC
15
Aristeia Capital
Connecticut
$30.4M +$12.1M +422,301 +94%
BlackRock
16
BlackRock
New York
$30.4M +$24.4M +849,571 +3,942%
Bank of America
17
Bank of America
North Carolina
$29.2M -$36.6M -1,274,397 -60%
OAG
18
Orbis Allan Gray
Bermuda
$26.6M +$10.6M +370,486 +94%
LIM
19
Lingotto Investment Management
United Kingdom
$24.3M +$5.31M +184,767 +36%
CCM
20
Contrarian Capital Management
Connecticut
$22.9M -$7.17M -249,523 -28%
CM
21
Condire Management
Texas
$20.8M +$17.2M +597,581 New
Fidelity Investments
22
Fidelity Investments
Massachusetts
$20.5M +$11.3M +392,529 +200%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$18.8M +$15.5M +539,006 New
SCM
24
Shah Capital Management
North Carolina
$18.3M
Wellington Management Group
25
Wellington Management Group
Massachusetts
$16.5M +$13.6M +471,765 New

VAL Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valaris (VAL) for Q3 2021, worth a combined $1.96B — up 23% from $1.6B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of VAL and 24 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 20 added.

The largest buyer was Elliott Investment Management, opening a new position worth an estimated $51.9M. The largest seller was Allianz Asset Management, cutting an estimated $39.2M.

  • 91 institutional investors held Valaris (VAL) as of Q3 2021, down from 93 in Q2 2021.
  • Funds reported $1.96B of Valaris stock for Q3 2021, up 23% quarter-over-quarter.
  • 24 funds opened new Valaris positions in Q3 2021 and 25 closed out, a net change of -1 holder.
  • The largest Valaris buyer in Q3 2021 was Elliott Investment Management, an estimated $51.9M added.
  • The largest Valaris seller in Q3 2021 was Allianz Asset Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q3 2021.