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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
SWA
301
SFMG Wealth Advisors
Texas
$80.8K
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$67K +$40.3K +4,521 +116%
Parallax Volatility Advisers
303
Parallax Volatility Advisers
California
$60.9K +$68.2K +7,656 New
Ohio Public Employees Retirement System (OPERS)
304
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K +$7.18K +806 +13%
1832 Asset Management
305
1832 Asset Management
Ontario, Canada
$49.7K -$231K -25,959 -81%
Nomura Asset Management
306
Nomura Asset Management
Japan
$49.4K +$23.2K +2,600 +72%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$48.8K +$45.7K +5,126 +509%
PWMG
308
Prestige Wealth Management Group
New Jersey
$46.6K
FHA
309
First Horizon Advisors
Tennessee
$44.6K +$49.9K +5,600 New
KFI
310
Key Financial Inc
Pennsylvania
$43.7K
EC
311
EntryPoint Capital
New York
$42.8K +$47.9K +5,373 New
ADL
312
Asset Dedication LLC
California
$38K
Amundi
313
Amundi
France
$38K
FFA
314
Farther Finance Advisors
California
$37.3K -$561 -63 -1%
SSB
315
Sandy Spring Bank
Maryland
$34.9K
WAM
316
Wolverine Asset Management
Illinois
$30K +$855 +96 +3%
GI
317
GAMMA Investing
California
$28.7K +$3.47K +389 +12%
IA
318
IFP Advisors
Florida
$27K +$2.01K +226 +7%
NF
319
Norwood Financial
Pennsylvania
$25.1K
DMKJ
320
David M. Knott Jr
$25K -$28.5K -3,200 -50%
GRP
321
Global Retirement Partners
California
$24.1K +$909 +102 +3%
BWP
322
Baldwin Wealth Partners
Massachusetts
$23.9K
OPTFSNA
323
Old Point Trust & Financial Services N A
Virginia
$22.2K +$24.8K +2,784 New
Allspring Global Investments
324
Allspring Global Investments
North Carolina
$21.7K +$7.1K +797 +41%
AAM
325
Advisors Asset Management
Colorado
$19.2K -$7.45K -836 -26%

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.