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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
EI
276
Ethic Inc
New York
$129K -$50.7K -5,225 -27%
WAL
277
W Advisors LLC
Tennessee
$121K
P
278
&Partners
Tennessee
$120K +$1.13K +116 +0.9%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$120K
FTWA
280
Fifth Third Wealth Advisors
Ohio
$120K
AWM
281
AE Wealth Management
Kansas
$119K +$3.22K +332 +3%
WA
282
Waverly Advisors
Alabama
$118K +$126K +13,019 New
EF
283
Empowered Funds
Pennsylvania
$116K +$13.3K +1,371 +12%
OIA
284
OneDigital Investment Advisors
Kansas
$116K +$1.76K +182 +1%
LWA
285
Ledgewood Wealth Advisors
New Hampshire
$114K
MAS
286
Meeder Advisory Services
Ohio
$112K +$16.8K +1,733 +16%
QCM
287
Quantinno Capital Management
New York
$111K +$119K +12,232 New
COI
288
Connable Office Inc
Michigan
$111K
GSIAS
289
Garden State Investment Advisory Services
New Jersey
$110K +$1.41K +145 +1%
GCM
290
Gables Capital Management
Florida
$109K
MML Investors Services
291
MML Investors Services
Massachusetts
$107K +$115K +11,844 New
TC
292
TownSquare Capital
Utah
$107K -$24.9K -2,565 -18%
MYAM
293
Meiji Yasuda Asset Management
Japan
$104K +$9.72K +1,002 +10%
Financial Engines Advisors
294
Financial Engines Advisors
California
$104K +$111K +11,482 New
SC
295
Sapient Capital
Indiana
$103K +$109K +11,200 New
CW
296
CreativeOne Wealth
Kansas
$102K +$110K +11,310 New
VHAM
297
Van Hulzen Asset Management
California
$97.8K +$5.82K +600 +6%
SWA
298
SFMG Wealth Advisors
Texas
$92K
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$92K
Ohio Public Employees Retirement System (OPERS)
300
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.7K +$2.69K +277 +3%

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.