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Valley National Bancorp

352 hedge funds and large institutions have $2.35B invested in Valley National Bancorp in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 64.06%66.2% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 362352 (-10)

9% less capital invested

Capital invested by funds: $2.6B → $2.35B (-$244M)

17% less call options, than puts

Call options by funds: $57M | Put options by funds: $68.9M

Holders
352
Holders Change
-10
Holders Change %
-2.76%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
124
Reduced
117
Closed
51
Calls
$57M
Puts
$68.9M
Net Calls
-$11.9M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$145K +$152K +20,796 New
CIA
227
Concurrent Investment Advisors
Florida
$145K
CFB
228
Cullen/Frost Bankers
Texas
$140K
FNT
229
First National Trust
Pennsylvania
$140K
SF
230
Summit Financial
New Jersey
$136K +$140K +19,116 New
IFU
231
iSAM Funds (UK)
United Kingdom
$134K +$140K +19,152 New
C
232
Covestor
United Kingdom
$131K +$34.8K +4,769 +34%
KFS
233
Keynote Financial Services
Connecticut
$130K -$83.3K -11,400 -38%
MAM
234
Martingale Asset Management
Massachusetts
$129K -$45.3K -6,205 -25%
SCM
235
Shelton Capital Management
Colorado
$128K
CC
236
Corton Capital
Ontario, Canada
$128K +$134K +18,369 New
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$124K +$130K +17,752 New
CCIA
238
Campbell & Co Investment Adviser
Maryland
$121K -$2.11M -288,439 -94%
MWM
239
Modera Wealth Management
New Jersey
$121K -$31.8K -4,356 -20%
FFM
240
Forum Financial Management
Illinois
$120K +$190 +26 +0.2%
Bessemer Group
241
Bessemer Group
New Jersey
$120K +$2.88K +394 +2%
FCH
242
Freestone Capital Holdings
Washington
$119K -$13.1K -1,787 -9%
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$119K -$11.1K -1,525 -8%
IC
244
IEQ Capital
California
$116K +$37 +5 +0%
WAOTB
245
Wealth Advisors of Tampa Bay
Florida
$112K
SG Americas Securities
246
SG Americas Securities
New York
$111K -$821K -112,408 -88%
WIM
247
WealthPlan Investment Management
Nebraska
$111K
Fidelity Investments
248
Fidelity Investments
Massachusetts
$109K -$92.4K -12,645 -45%
ACM
249
Aquatic Capital Management
Illinois
$107K -$1.03M -141,200 -90%
PA
250
PSI Advisors
Florida
$106K

VLY Hedge Fund Activity: Q2 2024 in Review

352 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2024, worth a combined $2.35B — down 9.4% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of VLY and 47 opened new positions — a net loss of 4 holders — while 117 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $49M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 352 institutional investors held Valley National Bancorp (VLY) as of Q2 2024, down from 362 in Q1 2024.
  • Funds reported $2.35B of Valley National Bancorp stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 47 funds opened new Valley National Bancorp positions in Q2 2024 and 51 closed out, a net change of -4 holders.
  • The largest Valley National Bancorp buyer in Q2 2024 was AQR Capital Management, an estimated $49M added.
  • The largest Valley National Bancorp seller in Q2 2024 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.