Value Line
VALU
47 hedge funds and large institutions have $26.7M invested in Value Line in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 0 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
15% more funds holding
Funds holding: 41 → 47 (+6)
0.01% less ownership
Funds ownership: 6.12% → 6.1% (-0.01%)
10% less capital inflows, than outflows
Capital inflows: $670K | Capital outflows: $747K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$330K |
| 2 |
BlackRock
New York
|
+$87.3K |
| 3 |
JP Morgan Chase
New York
|
+$40.6K |
| 4 |
Barclays
London,
United Kingdom
|
+$39.1K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$457K |
| 2 |
Neuberger Berman Group
New York
|
-$158K |
| 3 |
SG Americas Securities
New York
|
-$74.8K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$34.1K |
| 5 |
Tower Research Capital (TRC)
New York
|
-$15.7K |
VALU Hedge Fund Activity: Q3 2024 in Review
47 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2024, worth a combined $26.7M — up 7.6% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VALU positions and 0 closed out — a net gain of 6 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $330K. The largest seller was Dimensional Fund Advisors, cutting an estimated $457K.
- 47 institutional investors held Value Line (VALU) as of Q3 2024, up from 41 in Q2 2024.
- Funds reported $26.7M of Value Line stock for Q3 2024, up 7.6% quarter-over-quarter.
- 6 funds opened new Value Line positions in Q3 2024 and 0 closed out, a net change of +6 holders.
- The largest Value Line buyer in Q3 2024 was Citadel Advisors, an estimated $330K added.
- The largest Value Line seller in Q3 2024 was Dimensional Fund Advisors, an estimated $457K sold.
Based on aggregated 13F filings for Q3 2024.