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Valley National Bancorp

351 hedge funds and large institutions have $3.01B invested in Valley National Bancorp in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more capital invested

Capital invested by funds: $2.35B → $3.01B (+$653M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0% less funds holding

Funds holding: 352351 (-1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.07% less ownership

Funds ownership: 66.2%65.13% (-1.1%)

51% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $88.5M

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
117
Reduced
122
Closed
44
Calls
$43.6M
Puts
$88.5M
Net Calls
-$44.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
226
SYM Financial Corp
Indiana
$194K +$1.14K +140 +0.7%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$192K +$2.88K +354 +2%
CIA
228
Concurrent Investment Advisors
Florida
$188K
BMCM
229
Bryn Mawr Capital Management
Pennsylvania
$187K
CFB
230
Cullen/Frost Bankers
Texas
$181K
FNT
231
First National Trust
Pennsylvania
$181K
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$179K +$21K +2,585 +15%
SAM
233
Shell Asset Management
Netherlands
$179K +$161K +19,778 New
CC
234
Corton Capital
Ontario, Canada
$176K +$8.57K +1,055 +6%
SF
235
Summit Financial
New Jersey
$176K +$366 +45 +0.2%
PP
236
Paloma Partners
Connecticut
$169K +$151K +18,600 New
MAM
237
Martingale Asset Management
Massachusetts
$167K -$812 -100 -0.5%
TPI
238
Trust Point Inc
Wisconsin
$165K +$42.2K +5,194 +40%
KAS
239
Kestra Advisory Services
Texas
$164K -$2.66M -327,871 -95%
MWM
240
Modera Wealth Management
New Jersey
$157K
SRC
241
Shufro Rose & Co
New York
$157K
FFM
242
Forum Financial Management
Illinois
$156K +$32 +4 +0%
EI
243
Ethic Inc
New York
$155K +$58.8K +7,245 +59%
PVI
244
Pine Valley Investments
New Jersey
$154K +$138K +16,938 New
SCM
245
Shelton Capital Management
Colorado
$153K -$12K -1,483 -8%
IC
246
IEQ Capital
California
$153K +$2.13K +262 +2%
TI
247
Tidal Investments
Wisconsin
$152K -$59K -7,259 -30%
KFS
248
Keynote Financial Services
Connecticut
$149K -$18K -2,215 -12%
WAOTB
249
Wealth Advisors of Tampa Bay
Florida
$145K
WIM
250
WealthPlan Investment Management
Nebraska
$144K

VLY Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2024, worth a combined $3.01B — up 28% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VLY positions and 44 closed out — a net gain of 2 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $57.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $61.1M.

  • 351 institutional investors held Valley National Bancorp (VLY) as of Q3 2024, down from 352 in Q2 2024.
  • Funds reported $3.01B of Valley National Bancorp stock for Q3 2024, up 28% quarter-over-quarter.
  • 46 funds opened new Valley National Bancorp positions in Q3 2024 and 44 closed out, a net change of +2 holders.
  • The largest Valley National Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $57.8M added.
  • The largest Valley National Bancorp seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q3 2024.