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
BlackRock
1
BlackRock
New York
$349M +$7.62M +158,176 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M +$1.13M +23,509 +0.4%
OHA
3
Oak Hill Advisors
New York
$212M
LIM
4
Lingotto Investment Management
United Kingdom
$161M +$4.21M +87,420 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$139M -$66.6M -1,383,919 -31%
CM
6
Condire Management
Texas
$116M +$32.1M +665,718 +34%
State Street
7
State Street
Massachusetts
$115M +$7.62M +158,372 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$102M +$39.5M +821,304 +56%
Morgan Stanley
9
Morgan Stanley
New York
$92.6M +$74.5M +1,547,656 +284%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$66.2M -$1.16M -24,129 -2%
PP
11
Praetorian PR
Puerto Rico
$58.2M +$17.6M +365,000 +38%
JP Morgan Chase
12
JP Morgan Chase
New York
$54.4M -$2.55M -52,955 -4%
Fidelity International
13
Fidelity International
Bermuda
$49.1M -$2.66M -55,228 -5%
UBS Group
14
UBS Group
Switzerland
$47.9M +$50.9M +1,056,744 +4,124%
KL
15
KGH Ltd
Bahamas
$46.1M +$6.74M +140,000 +16%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$41.8M -$24.1M -500,059 -35%
VanEck Associates
17
VanEck Associates
New York
$41M -$1.34M -27,850 -3%
Northern Trust
18
Northern Trust
Illinois
$36.2M +$4.24M +88,160 +12%
PIM
19
Platinum Investment Management
Australia
$36M -$2.05M -42,520 -5%
Charles Schwab
20
Charles Schwab
California
$35.1M -$167K -3,467 -0.4%
WIM
21
Waverton Investment Management
United Kingdom
$33.5M +$4.1M +85,250 +13%
Goldman Sachs
22
Goldman Sachs
New York
$33.4M +$26M +539,794 +251%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$32.2M -$108K -2,234 -0.3%
Norges Bank
24
Norges Bank
Norway
$31.9M +$5.88M +122,123 +20%
EDRH
25
Edmond de Rothschild Holding
Switzerland
$26.8M +$1.18M +24,549 +4%

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.