Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Valaris Ltd (VAL)

353 + Investors. Track Smart Money conviction in VAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
9Q ▲
Buyers last Q
50%

Smart Money Signals — VAL

Based on 353 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added VAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
353 hedge funds hold VAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

208 buying205 selling
Last quarter: 208 funds bought or added vs 205 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new VAL position: 63 → 56 → 65 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 24% medium ■ 24% new
183 out of 353 hedge funds have held VAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +101% but shares only +6% — price-driven

Value
+101%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +101%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

65 → 63 → 56 → 65 → 97 new funds/Q
New funds entering each quarter: 63 → 56 → 65 → 97. A growing number of institutions are discovering VAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 29% newcomers

■ 61% veterans ■ 10% 1-2yr ■ 29% new
Entry-cohort mix of 376 holders: 231 (61%) are 2+ year veterans, 36 entered 1–2 years ago, and 109 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
51 of 348 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VAL

In 2026 Q1, 208 hedge funds were net buyers of VAL (97 opened a new position, 111 added to an existing one), while 205 reduced or exited (122 trimmed, 83 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in VAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 353.

Hedge Fund Ownership: VAL

How many hedge funds hold VAL — quarterly history vs. share price
Quarterly hedge fund ownership of VAL vs. share price

Market Analysis: VAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Valaris Ltd (VAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VAL has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
VAL
-22.1%
XLE
-11.5%

VAL outperformed XLE by -10.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
VAL
-27.6%
XLE
-8.8%

Since the filing became public, VAL outperformed XLE by -18.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

32 top-rated funds 11 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: VAL
353 + Investors

Track Smart Money conviction in VAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 353 339 4.13%
13F Shares 65M 61M 6.32%
Total Value $6.22B $3.09B 101.18%
New Positions 97 65 +32
Increased Positions 104 105 -1
Closed Positions 83 56 +27
Reduced Positions 115 122 -7
Total Calls 16 15 6.67%
Total Puts 12 16 -25.0%
PUT/CALL Ratio 0.75 1.07 Neutral

Statistics: VAL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

353 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Hill Advisors LP 53.51% 4,791,979 $469.8M
2 Moerus Capital Management LLC 16.80% 463,985 $45.5M
3 Condire Management, LP 10.98% 1,158,651 $113.6M
4 Third Avenue Management LLC 8.09% 508,186 $49.8M
5 Lingotto Investment Management LLP 7.18% 3,706,866 $363.4M
6 Goehring & Rozencwajg Associates, LLC 6.95% 1,319,351 $129.3M
7 Hara Capital LLC 6.08% 124,225 $12.2M
8 Valueworks LLC 5.86% 219,133 $21.5M
9 Sand Grove Capital Management LLP 3.84% 173,830 $17.0M
10 Olympiad Research LP 3.18% 10,634 $1.0M
11 Kintayl Capital LP 2.80% 54,836 $5.4M
12 Alpine Associates Management INC. 2.73% 472,500 $46.3M
13 Soviero Asset Management, LP 2.59% 53,000 $5.2M
14 Versor Investments LP 2.25% 9,362 $918K
15 CIBRA Capital Ltd 1.84% 38,791 $3.8M
16 Crystal Cove Asset Management, LLC 1.63% 13,800 $1.4M
17 ANTIPODES PARTNERS Ltd 1.46% 770,992 $75.6M
18 Eschler Asset Management LLP 1.40% 14,300 $1.4M
19 Melqart Asset Management (UK) Ltd 1.30% 133,992 $13.1M
20 Stanley-Laman Group, Ltd. 1.27% 105,827 $10.4M
21 Deuterium Capital Management, LLC 1.14% 10,000 $980K
22 Platinum Investment Management Ltd 1.14% 45,956 $4.5M
23 De Lisle Partners LLP 1.07% 91,321 $9.0M
24 Hosking Partners LLP 0.99% 283,209 $27.8M
25 AQR Arbitrage LLC 0.98% 609,711 $59.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Valaris Ltd (VAL)

What does the Smart Money Trend signal show for VAL?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added VAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VAL?

Slight buying edge — 50% buying: Last quarter: 208 funds bought or added vs 205 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VAL holders?

Strong quality — 36% AUM from major funds: 51 of 348 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VAL?

52% of holders stayed for 2+ years: 183 out of 353 hedge funds have held VAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Valaris Ltd (VAL) following the 2026 Q1 hedge fund 13F filings?

As of today, VAL has moved -27.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.8% for the XLE sector ETF — an outperformance of -18.8%. Since the quarter end (March 31, 2026), VAL has gained -22.1% vs -11.5% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →