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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
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$148K -$28.5K -3,202 -15%
SCM
252
Shelton Capital Management
Colorado
$146K
SAM
253
Shell Asset Management
Netherlands
$146K -$19.1K -2,143 -9%
KAS
254
Kestra Advisory Services
Texas
$142K +$962 +108 +0.6%
MFS
255
Mirabella Financial Services
United Kingdom
$142K +$160K +17,927 New
BIAS
256
Beacon Investment Advisory Services
New Jersey
$142K +$159K +17,815 New
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$139K -$71.6K -8,031 -31%
FFM
258
Forum Financial Management
Illinois
$137K
Bessemer Group
259
Bessemer Group
New Jersey
$134K +$32K +3,593 +27%
S
260
SignatureFD
Georgia
$133K -$9.25K -1,038 -6%
IC
261
IEQ Capital
California
$132K +$32.5K +3,646 +28%
WAOTB
262
Wealth Advisors of Tampa Bay
Florida
$127K
WIM
263
WealthPlan Investment Management
Nebraska
$126K -$63.4K -7,118 -31%
PA
264
PSI Advisors
Florida
$121K
TC
265
TownSquare Capital
Utah
$119K +$134K +14,998 New
TCA
266
Transcend Capital Advisors
New Jersey
$118K -$3.32K -373 -2%
GC
267
Grimes & Company
Massachusetts
$115K
C
268
Covestor
United Kingdom
$112K -$37.6K -4,219 -23%
CAM
269
Cresset Asset Management
Illinois
$112K -$1.14M -127,754 -90%
WAL
270
W Advisors LLC
Tennessee
$106K
HWAM
271
Hennion & Walsh Asset Management
New Jersey
$106K -$114K -12,749 -49%
DT
272
Diversified Trust
Tennessee
$103K -$43.4K -4,870 -27%
BCI
273
Brinker Capital Investments
Pennsylvania
$99.8K +$19.6K +2,194 +21%
OPS
274
Orion Portfolio Solutions
Nebraska
$99.8K +$19.6K +2,194 +21%
JWM
275
Janiczek Wealth Management
Colorado
$99.8K -$232 -26 -0.2%

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.