Value Line
VALU
41 hedge funds and large institutions have $23.7M invested in Value Line in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.08% less ownership
Funds ownership: 6.28% → 6.2% (-0.08%)
18% less capital invested
Capital invested by funds: $28.9M → $23.7M (-$5.19M)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$366K |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$42.9K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.7K |
| 4 |
JP Morgan Chase
New York
|
+$35.7K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$215K |
| 2 |
AAM
Auxier Asset Management
Aurora,
Oregon
|
-$207K |
| 3 |
Morgan Stanley
New York
|
-$177K |
| 4 |
BlackRock
New York
|
-$94.2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$46K |
VALU Hedge Fund Activity: Q1 2024 in Review
41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2024, worth a combined $23.7M — down 18% from $28.9M a quarter earlier.
Fund positioning in VALU was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 16 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $366K. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $215K sold.
- 41 institutional investors held Value Line (VALU) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $23.7M of Value Line stock for Q1 2024, down 18% quarter-over-quarter.
- 2 funds opened new Value Line positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Value Line buyer in Q1 2024 was SG Americas Securities, an estimated $366K added.
- The largest Value Line seller in Q1 2024 was Stratos Wealth Partners, an estimated $215K sold.
Based on aggregated 13F filings for Q1 2024.