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Valley National Bancorp

362 hedge funds and large institutions have $2.6B invested in Valley National Bancorp in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 40

8% more funds holding

Funds holding: 335362 (+27)

2.26% more ownership

Funds ownership: 61.8%64.06% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 108

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $3.41B → $2.6B (-$812M)

73% less call options, than puts

Call options by funds: $21M | Put options by funds: $77M

Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
71
Increased
116
Reduced
108
Closed
40
Calls
$21M
Puts
$77M
Net Calls
-$56M
Net Calls Change
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
Highlander Capital Management
New Jersey
$206K
PCIA
227
Prime Capital Investment Advisors
Kansas
$204K -$8.01K -899 -3%
MAM
228
Martingale Asset Management
Massachusetts
$197K -$77.6K -8,707 -26%
LA
229
Legacy Advisors
Pennsylvania
$195K
PCMC
230
Paragon Capital Management (Colorado)
Colorado
$195K +$1.87K +210 +0.9%
COI
231
Connable Office Inc
Michigan
$192K +$38.8K +4,354 +22%
NA
232
NewEdge Advisors
Louisiana
$191K +$154K +17,331 +260%
HT
233
Headlands Technologies
Illinois
$189K +$212K +23,771 New
Belvedere Trading
234
Belvedere Trading
Illinois
$187K +$209K +23,484 New
BFO
235
Biltmore Family Office
North Carolina
$186K
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$180K -$13.8K -1,554 -6%
SRC
237
Shufro Rose & Co
New York
$179K
RA
238
Rodgers & Associates
Pennsylvania
$175K -$26.7K -3,000 -12%
MWM
239
Modera Wealth Management
New Jersey
$173K +$37.7K +4,235 +24%
QC
240
Quadrature Capital
United Kingdom
$171K +$192K +21,517 New
TRCT
241
Tower Research Capital (TRC)
New York
$170K -$614K -68,953 -76%
TPI
242
Trust Point Inc
Wisconsin
$167K -$39.6K -4,442 -17%
CIA
243
Concurrent Investment Advisors
Florida
$165K +$7.92K +889 +4%
BMCM
244
Bryn Mawr Capital Management
Pennsylvania
$164K
Capstone Investment Advisors
245
Capstone Investment Advisors
New York
$160K +$179K +20,087 New
CFB
246
Cullen/Frost Bankers
Texas
$159K
FNT
247
First National Trust
Pennsylvania
$159K
CW
248
CreativeOne Wealth
Kansas
$159K +$178K +20,000 New
EI
249
Ethic Inc
New York
$155K -$98.1K -11,014 -36%
FCH
250
Freestone Capital Holdings
Washington
$150K

VLY Hedge Fund Activity: Q1 2024 in Review

362 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2024, worth a combined $2.6B — down 24% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VLY positions and 40 closed out — a net gain of 31 holders — while 116 added to existing stakes and 108 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $32.9M. The largest seller was Victory Capital Management, cutting an estimated $43M.

  • 362 institutional investors held Valley National Bancorp (VLY) as of Q1 2024, up from 335 in Q4 2023.
  • Funds reported $2.6B of Valley National Bancorp stock for Q1 2024, down 24% quarter-over-quarter.
  • 71 funds opened new Valley National Bancorp positions in Q1 2024 and 40 closed out, a net change of +31 holders.
  • The largest Valley National Bancorp buyer in Q1 2024 was Fuller & Thaler Asset Management, an estimated $32.9M added.
  • The largest Valley National Bancorp seller in Q1 2024 was Victory Capital Management, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2024.