Value Line
VALU
41 hedge funds and large institutions have $35.1M invested in Value Line in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
35% more capital invested
Capital invested by funds: $25.9M → $35.1M (+$9.2M)
5% more funds holding
Funds holding: 39 → 41 (+2)
1.35% more ownership
Funds ownership: 6.28% → 7.64% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$5.14M |
| 2 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$306K |
| 3 |
OC
Oppenheimer & Co
New York
|
+$245K |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$234K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$188K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$785K |
| 2 |
Jane Street
New York
|
-$223K |
| 3 |
RA
Royce & Associates
New York
|
-$213K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$36K |
| 5 |
DA
Denali Advisors
San Diego,
California
|
-$35K |
VALU Hedge Fund Activity: Q4 2023 in Review
41 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2023, worth a combined $35.1M — up 35% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VALU positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $5.14M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $785K sold.
- 41 institutional investors held Value Line (VALU) as of Q4 2023, up from 39 in Q3 2023.
- Funds reported $35.1M of Value Line stock for Q4 2023, up 35% quarter-over-quarter.
- 5 funds opened new Value Line positions in Q4 2023 and 3 closed out, a net change of +2 holders.
- The largest Value Line buyer in Q4 2023 was Neuberger Berman Group, an estimated $5.14M added.
- The largest Value Line seller in Q4 2023 was Bank of New York Mellon, an estimated $785K sold.
Based on aggregated 13F filings for Q4 2023.