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Valley National Bancorp

375 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 160 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 86

81% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 36

16% more capital invested

Capital invested by funds: $3.01B → $3.49B (+$485M)

7% more funds holding

Funds holding: 351375 (+24)

3.79% more ownership

Funds ownership: 65.13%68.92% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

65% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $55.1M

Holders
375
Holders Change
+24
Holders Change %
+6.84%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
65
Increased
160
Reduced
86
Closed
36
Calls
$19.5M
Puts
$55.1M
Net Calls
-$35.5M
Net Calls Change
+$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
226
Strategic Family Wealth Counselors
New Jersey
$237K
CLA
227
Carnegie Lake Advisors
New Jersey
$234K
SIM
228
Sandia Investment Management
Massachusetts
$227K +$243K +25,000 New
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$226K +$26.2K +2,699 +12%
PAS
230
Park Avenue Securities
New York
$225K -$24.5K -2,528 -9%
EH
231
Equitable Holdings
New York
$219K +$252 +26 +0.1%
SWA
232
Sax Wealth Advisors
New Jersey
$218K -$970 -100 -0.4%
WAM
233
Wolverine Asset Management
Illinois
$214K +$229K +23,628 New
PCIA
234
Prime Capital Investment Advisors
Kansas
$212K -$58 -6 -0%
BFO
235
Biltmore Family Office
North Carolina
$211K
Neuberger Berman Group
236
Neuberger Berman Group
New York
$211K +$20.9K +2,150 +10%
OTPPB
237
Ontario Teachers' Pension Plan Board
Ontario, Canada
$210K -$300K -30,902 -57%
TI
238
Tidal Investments
Wisconsin
$201K +$51.7K +5,329 +32%
CIM
239
CIM Investment Management
Pennsylvania
$199K
BBHC
240
Brown Brothers Harriman & Co
New York
$199K -$213K -21,931 -50%
SFC
241
SYM Financial Corp
Indiana
$195K +$1.13K +116 +0.5%
1832 Asset Management
242
1832 Asset Management
Ontario, Canada
$195K +$208K +21,488 New
AC
243
AXQ Capital
New Jersey
$191K +$204K +21,066 New
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$190K +$6.29K +649 +3%
BMCM
245
Bryn Mawr Capital Management
Pennsylvania
$187K
VT
246
Vise Technologies
New York
$186K +$85.6K +8,828 +75%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$186K +$94.2K +9,714 +89%
CIA
248
Concurrent Investment Advisors
Florida
$181K -$7.28K -750 -4%
RA
249
Rodgers & Associates
Pennsylvania
$181K -$19.4K -2,000 -9%
CFB
250
Cullen/Frost Bankers
Texas
$181K

VLY Hedge Fund Activity: Q4 2024 in Review

375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2024, worth a combined $3.49B — up 16% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VLY positions and 36 closed out — a net gain of 29 holders — while 160 added to existing stakes and 86 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.8M. The largest seller was Millennium Management, cutting an estimated $42.7M.

  • 375 institutional investors held Valley National Bancorp (VLY) as of Q4 2024, up from 351 in Q3 2024.
  • Funds reported $3.49B of Valley National Bancorp stock for Q4 2024, up 16% quarter-over-quarter.
  • 65 funds opened new Valley National Bancorp positions in Q4 2024 and 36 closed out, a net change of +29 holders.
  • The largest Valley National Bancorp buyer in Q4 2024 was Balyasny Asset Management, an estimated $79.8M added.
  • The largest Valley National Bancorp seller in Q4 2024 was Millennium Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2024.