Value Line
VALU
41 hedge funds and large institutions have $24.8M invested in Value Line in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.
5% more capital invested
Capital invested by funds: $23.7M → $24.8M (+$1.14M)
0% more funds holding
Funds holding: 41 → 41 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.09% less ownership
Funds ownership: 6.2% → 6.12% (-0.09%)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$160K |
| 2 |
Neuberger Berman Group
New York
|
+$79.7K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.4K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.94K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$7.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$280K |
| 2 |
SG Americas Securities
New York
|
-$91.2K |
| 3 |
BlackRock
New York
|
-$68.1K |
| 4 |
JP Morgan Chase
New York
|
-$43.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.9K |
VALU Hedge Fund Activity: Q2 2024 in Review
41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q2 2024, worth a combined $24.8M — up 4.8% from $23.7M a quarter earlier.
Fund positioning in VALU was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 16 trimmed.
The largest buyer was Capital Investment Counsel Inc, adding an estimated $160K. The largest seller was Dimensional Fund Advisors, cutting an estimated $280K.
- 41 institutional investors held Value Line (VALU) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $24.8M of Value Line stock for Q2 2024, up 4.8% quarter-over-quarter.
- 3 funds opened new Value Line positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Value Line buyer in Q2 2024 was Capital Investment Counsel Inc, an estimated $160K added.
- The largest Value Line seller in Q2 2024 was Dimensional Fund Advisors, an estimated $280K sold.
Based on aggregated 13F filings for Q2 2024.