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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
PA
251
PSI Advisors
Florida
$138K
CL
252
Choreo LLC
Illinois
$136K +$127K +15,580 New
TCA
253
Transcend Capital Advisors
New Jersey
$135K +$114 +14 +0.1%
KBC Group
254
KBC Group
Belgium
$131K +$24.7K +3,041 +27%
PI
255
PFG Investments
New York
$131K +$117K +14,430 New
TC
256
TownSquare Capital
Utah
$130K +$12.4K +1,521 +12%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$128K +$3.1K +382 +3%
Wolverine Trading
258
Wolverine Trading
Illinois
$126K +$117K +14,348 New
SEC
259
Seven Eight Capital
New York
$123K +$110K +13,588 New
Bessemer Group
260
Bessemer Group
New Jersey
$121K -$30.8K -3,792 -22%
WAL
261
W Advisors LLC
Tennessee
$121K
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$120K -$133K -16,347 -55%
FTWA
263
Fifth Third Wealth Advisors
Ohio
$120K -$2.12K -261 -2%
P
264
&Partners
Tennessee
$119K -$14.1K -1,730 -12%
AWM
265
AE Wealth Management
Kansas
$116K +$9.41K +1,159 +10%
PCMC
266
Planning Capital Management Corporation
Pennsylvania
$115K +$861 +106 +0.8%
LWA
267
Ledgewood Wealth Advisors
New Hampshire
$114K +$102K +12,617 New
OIA
268
OneDigital Investment Advisors
Kansas
$114K +$2.24K +276 +2%
PPP
269
Private Portfolio Partners
New Jersey
$113K +$102K +12,500 New
COI
270
Connable Office Inc
Michigan
$111K -$97.2K -11,962 -49%
GSIAS
271
Garden State Investment Advisory Services
New Jersey
$109K +$1.48K +182 +2%
GCM
272
Gables Capital Management
Florida
$109K
BCI
273
Brinker Capital Investments
Pennsylvania
$108K -$4.43K -546 -4%
OPS
274
Orion Portfolio Solutions
Nebraska
$108K -$4.43K -546 -4%
VT
275
Vise Technologies
New York
$106K +$95.1K +11,707 New

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.