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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
CCIA
251
Campbell & Co Investment Adviser
Maryland
$179K +$192K +19,793 New
SAM
252
Shell Asset Management
Netherlands
$179K
Osaic Holdings
253
Osaic Holdings
Arizona
$179K -$139K -14,368 -42%
TPI
254
Trust Point Inc
Wisconsin
$173K +$8.56K +883 +5%
SRC
255
Shufro Rose & Co
New York
$172K -$34K -3,500 -16%
SF
256
Summit Financial
New Jersey
$170K -$6K -618 -3%
KAS
257
Kestra Advisory Services
Texas
$166K +$1.32K +136 +0.7%
KBC Group
258
KBC Group
Belgium
$163K +$34.8K +3,585 +25%
FFM
259
Forum Financial Management
Illinois
$161K +$5.41K +558 +3%
MWM
260
Modera Wealth Management
New Jersey
$158K +$1.03K +106 +0.6%
PVI
261
Pine Valley Investments
New Jersey
$154K +$252 +26 +0.2%
SCM
262
Shelton Capital Management
Colorado
$153K
EP
263
Edgestream Partners
New Jersey
$148K -$4.32M -444,883 -96%
DFCM
264
Dark Forest Capital Management
Puerto Rico
$145K +$156K +16,039 New
WAOTB
265
Wealth Advisors of Tampa Bay
Florida
$145K
WIM
266
WealthPlan Investment Management
Nebraska
$144K
FNT
267
First National Trust
Pennsylvania
$140K -$43.7K -4,500 -23%
PA
268
PSI Advisors
Florida
$138K
PI
269
PFG Investments
New York
$137K +$6.79K +700 +5%
C
270
Covestor
United Kingdom
$137K -$62K -6,394 -30%
SCM
271
Sterling Capital Management
North Carolina
$136K +$131K +13,552 +913%
TCA
272
Transcend Capital Advisors
New Jersey
$135K
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$135K +$7.33K +756 +5%
Group One Trading
274
Group One Trading
Illinois
$132K -$1.58M -163,134 -92%
PPP
275
Private Portfolio Partners
New Jersey
$131K +$19K +1,959 +16%

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.