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Value Line
VALU

49 hedge funds and large institutions have $30.5M invested in Value Line in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $26.7M → $30.5M (+$3.73M)

4% more funds holding

Funds holding: 47 → 49 (+2)

0.02% more ownership

Funds ownership: 6.1% → 6.13% (+0.02%)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$300K
2
AAM
Auxier Asset Management
Oregon
+$216K
3
Citadel Advisors
Citadel Advisors
Florida
+$185K
4
JP Morgan Chase
JP Morgan Chase
New York
+$144K
5
SO
STRS Ohio
Ohio
+$102K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$478K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$262K
3
SG Americas Securities
SG Americas Securities
New York
-$210K
4
OC
Oppenheimer & Co
New York
-$32.8K
5
TA
Teton Advisors
New York
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$65.9K +$13.3K +261 +26%
Citigroup
27
Citigroup
New York
$33.6K +$3K +59 +10%
Mirae Asset Global ETFs Holdings
28
Mirae Asset Global ETFs Holdings
Hong Kong
$24.4K – – –
UBS Group
29
UBS Group
Switzerland
$22.4K -$2.14K -42 -9%
CF
30
Corebridge Financial
Texas
$20.9K -$1.48K -29 -7%
NB
31
NBT Bank
New York
$14.8K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$13K -$6.57K -129 -34%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$12.5K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$9.82K -$8.45K -166 -47%
HI
35
Harbour Investments
Wisconsin
$6.65K – – –
US Bancorp
36
US Bancorp
Minnesota
$6.6K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$4.8K – – –
Legal & General Group
38
Legal & General Group
United Kingdom
$4.51K – – –
Russell Investments Group
39
Russell Investments Group
United Kingdom
$4.17K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$4.07K +$1.07K +21 +38%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.06K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2K -$2.29K -45 -51%
HCA
43
Harbor Capital Advisors
Illinois
$2K -$51 -1 -3%
AB
44
Amalgamated Bank
New York
$2K – – –
GI
45
GAMMA Investing
California
$1.48K +$611 +12 +75%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$1K +$407 +8 +62%
C
47
Covestor
United Kingdom
$1K +$916 +18 New
SCM
48
Sterling Capital Management
North Carolina
$106 – – –
SS
49
SBI Securities
Japan
$53 +$51 +1 New
SG Americas Securities
50
SG Americas Securities
New York
– -$210K -4,510 Closed
1
2
3

VALU Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2024, worth a combined $30.5M — up 14% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VALU positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $300K. The largest seller was Dimensional Fund Advisors, cutting an estimated $478K.

  • 49 institutional investors held Value Line (VALU) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $30.5M of Value Line stock for Q4 2024, up 14% quarter-over-quarter.
  • 4 funds opened new Value Line positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Value Line buyer in Q4 2024 was Arrowstreet Capital, an estimated $300K added.
  • The largest Value Line seller in Q4 2024 was Dimensional Fund Advisors, an estimated $478K sold.

Based on aggregated 13F filings for Q4 2024.