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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
Neuberger Berman Group
1
Neuberger Berman Group
New York
$6.52M -$262K -5,146 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.36M -$478K -9,385 -10%
BlackRock
3
BlackRock
New York
$4.31M +$51.5K +1,011 +1%
GF
4
Gabelli Funds
New York
$2.45M – – –
Wells Fargo
5
Wells Fargo
California
$1.72M +$6.36K +125 +0.4%
TA
6
Teton Advisors
New York
$1.65M -$25.5K -500 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.2M +$7.74K +152 +0.7%
RA
8
Royce & Associates
New York
$980K – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$887K -$611 -12 -0.1%
NSIM
10
North Star Investment Management
Illinois
$850K – – –
State Street
11
State Street
Massachusetts
$730K +$10.2K +200 +1%
CICI
12
Capital Investment Counsel Inc
North Carolina
$595K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$588K +$185K +3,639 +49%
Renaissance Technologies
14
Renaissance Technologies
New York
$565K +$10.2K +200 +2%
Northern Trust
15
Northern Trust
Illinois
$561K +$88.2K +1,733 +19%
SO
16
STRS Ohio
Ohio
$486K +$102K +2,000 +28%
VA
17
Valmark Advisers
Ohio
$343K – – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$311K +$300K +5,898 New
OC
19
Oppenheimer & Co
New York
$290K -$32.8K -645 -10%
JP Morgan Chase
20
JP Morgan Chase
New York
$231K +$144K +2,819 +180%
AAM
21
Auxier Asset Management
Oregon
$224K +$216K +4,239 New
Morgan Stanley
22
Morgan Stanley
New York
$136K +$6.82K +134 +5%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$92.6K – – –
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$72.5K – – –
Barclays
25
Barclays
United Kingdom
$66.2K +$5.24K +103 +9%
1
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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.