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Valley National Bancorp

352 hedge funds and large institutions have $2.35B invested in Valley National Bancorp in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 64.06%66.2% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 362352 (-10)

9% less capital invested

Capital invested by funds: $2.6B → $2.35B (-$244M)

17% less call options, than puts

Call options by funds: $57M | Put options by funds: $68.9M

Holders
352
Holders Change
-10
Holders Change %
-2.76%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
124
Reduced
117
Closed
51
Calls
$57M
Puts
$68.9M
Net Calls
-$11.9M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
276
Van Hulzen Asset Management
California
$71K -$11.7K -1,600 -14%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$71K
SWA
278
SFMG Wealth Advisors
Texas
$70.9K
WAM
279
Wolverine Asset Management
Illinois
$65.1K +$40.6K +5,560 +148%
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$60K -$12.4K -1,703 -16%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$57K -$1.65K -226 -3%
Ohio Public Employees Retirement System (OPERS)
282
Ohio Public Employees Retirement System (OPERS)
Ohio
$54.4K +$4.63K +634 +9%
NA
283
NewEdge Advisors
Louisiana
$47.6K -$125K -17,174 -72%
S
284
SignatureFD
Georgia
$46.1K -$74.1K -10,149 -61%
JWM
285
Janiczek Wealth Management
Colorado
$45.2K -$43.9K -6,015 -48%
1832 Asset Management
286
1832 Asset Management
Ontario, Canada
$44.1K +$541 +74 +1%
Nomura Asset Management
287
Nomura Asset Management
Japan
$43.3K
PWMG
288
Prestige Wealth Management Group
New Jersey
$42.2K +$1.32K +181 +3%
KFI
289
Key Financial Inc
Pennsylvania
$38.3K
IC
290
Innealta Capital
Texas
$38.2K +$40K +5,475 New
Amundi
291
Amundi
France
$34.1K +$760 +104 +2%
ADL
292
Asset Dedication LLC
California
$33K
GI
293
GAMMA Investing
California
$32.4K +$7.59K +1,039 +29%
FFA
294
Farther Finance Advisors
California
$31.7K -$971 -133 -3%
GRP
295
Global Retirement Partners
California
$30.8K +$10.1K +1,386 +46%
SSB
296
Sandy Spring Bank
Maryland
$30.6K
BTI
297
Blue Trust Inc
Georgia
$25.8K +$6.57K +900 +38%
IA
298
IFP Advisors
Florida
$22.9K -$767 -105 -3%
US Bancorp
299
US Bancorp
Minnesota
$22.6K -$51.8K -7,098 -69%
DMKJ
300
David M. Knott Jr
$22K

VLY Hedge Fund Activity: Q2 2024 in Review

352 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2024, worth a combined $2.35B — down 9.4% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of VLY and 47 opened new positions — a net loss of 4 holders — while 117 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $49M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 352 institutional investors held Valley National Bancorp (VLY) as of Q2 2024, down from 362 in Q1 2024.
  • Funds reported $2.35B of Valley National Bancorp stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 47 funds opened new Valley National Bancorp positions in Q2 2024 and 51 closed out, a net change of -4 holders.
  • The largest Valley National Bancorp buyer in Q2 2024 was AQR Capital Management, an estimated $49M added.
  • The largest Valley National Bancorp seller in Q2 2024 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.