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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
PPP
276
Private Portfolio Partners
New Jersey
$99.5K
JFG
277
Jefferies Financial Group
New York
$99.5K +$111K +12,500 New
AI
278
Atom Investors
Texas
$98.8K +$111K +12,418 New
PCMC
279
Planning Capital Management Corporation
Pennsylvania
$98.4K +$1.15K +129 +1%
PP
280
Paloma Partners
Connecticut
$98.3K +$110K +12,350 New
GFA
281
Gallagher Fiduciary Advisors
Illinois
$97.8K +$110K +12,292 New
OIA
282
OneDigital Investment Advisors
Kansas
$96.5K -$116 -13 -0.1%
ECM
283
Evergreen Capital Management
Washington
$96.1K +$106K +11,894 New
GCM
284
Gables Capital Management
Florida
$95.5K
VHAM
285
Van Hulzen Asset Management
California
$94K
GSIAS
286
Garden State Investment Advisory Services
New Jersey
$91.9K +$4.58K +514 +5%
BFG
287
Bleakley Financial Group
New Jersey
$91.8K -$9.63K -1,081 -9%
SW
288
Simplicity Wealth
New Jersey
$91.8K +$103K +11,533 New
KBC Group
289
KBC Group
Belgium
$91K +$27K +3,035 +36%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$89K
CCM
291
Coldstream Capital Management
Washington
$88.1K +$98.6K +11,066 New
QCG
292
Quadrant Capital Group
Ohio
$87K -$42.6K -4,777 -30%
MYAM
293
Meiji Yasuda Asset Management
Japan
$87K +$97.3K +10,925 New
AC
294
AXQ Capital
New Jersey
$86.9K -$52.7K -5,915 -35%
WQ
295
Wealth Quarterback
New Jersey
$85.1K -$3.56K -399 -4%
MC
296
Moors & Cabot
Massachusetts
$83.6K -$18.7K -2,100 -17%
GAM
297
Gotham Asset Management
New York
$83.3K -$64.5K -7,244 -41%
CI Investments Inc
298
CI Investments Inc
Ontario, Canada
$83K +$30.1K +3,383 +48%
US Bancorp
299
US Bancorp
Minnesota
$82.3K +$33.4K +3,746 +57%
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$81K

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.