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Valley National Bancorp

351 hedge funds and large institutions have $3.01B invested in Valley National Bancorp in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

28% more capital invested

Capital invested by funds: $2.35B → $3.01B (+$653M)

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0% less funds holding

Funds holding: 352351 (-1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.07% less ownership

Funds ownership: 66.2%65.13% (-1.1%)

51% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $88.5M

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.04%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
117
Reduced
122
Closed
44
Calls
$43.6M
Puts
$88.5M
Net Calls
-$44.9M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
301
FNY Investment Advisers
New York
$28K +$26K +3,200 New
BWP
302
Baldwin Wealth Partners
Massachusetts
$27.2K
HWM
303
Hemington Wealth Management
Virginia
$26K +$23K +2,836 New
Optiver Holding
304
Optiver Holding
Netherlands
$25.4K +$1.01K +124 +5%
HCA
305
Harbor Capital Advisors
Illinois
$25K +$22.5K +2,765 New
Allspring Global Investments
306
Allspring Global Investments
North Carolina
$24.9K
US Bancorp
307
US Bancorp
Minnesota
$23.4K -$5.32K -655 -20%
AAM
308
Advisors Asset Management
Colorado
$21.9K +$73 +9 +0.4%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$19.2K
SAM
310
Smartleaf Asset Management
Massachusetts
$17K +$9.36K +1,152 +145%
SCM
311
Sterling Capital Management
North Carolina
$13.5K +$12.1K +1,485 New
CPA
312
Capital Performance Advisors
California
$11.9K +$10.7K +1,314 New
LI
313
LRI Investments
Florida
$11.2K -$9.43K -1,161 -51%
PA
314
Parallel Advisors
California
$11.2K +$3.62K +446 +57%
QC
315
Quent Capital
New York
$11.2K +$10K +1,232 New
MCM
316
Manchester Capital Management
Vermont
$10.9K +$8.03K +989 +456%
QCG
317
Quadrant Capital Group
Ohio
$10.9K -$14.7K -1,807 -60%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$10.6K +$179 +22 +2%
ME
319
McIlrath & Eck
Washington
$8.15K
AAP
320
Arax Advisory Partners
Colorado
$8.05K +$3.3K +406 +84%
VCM
321
Versant Capital Management
Arizona
$7.93K +$3.78K +465 +113%
EWA
322
EverSource Wealth Advisors
Alabama
$6.76K -$5.97K -735 -50%
RIL
323
Rothschild Investment LLC
Illinois
$4.67K +$2.84K +350 +212%
PR
324
Payden & Rygel
California
$4K
PWMG
325
Private Wealth Management Group
New Jersey
$3.77K

VLY Hedge Fund Activity: Q3 2024 in Review

351 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2024, worth a combined $3.01B — up 28% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VLY positions and 44 closed out — a net gain of 2 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $57.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $61.1M.

  • 351 institutional investors held Valley National Bancorp (VLY) as of Q3 2024, down from 352 in Q2 2024.
  • Funds reported $3.01B of Valley National Bancorp stock for Q3 2024, up 28% quarter-over-quarter.
  • 46 funds opened new Valley National Bancorp positions in Q3 2024 and 44 closed out, a net change of +2 holders.
  • The largest Valley National Bancorp buyer in Q3 2024 was Wellington Management Group, an estimated $57.8M added.
  • The largest Valley National Bancorp seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $61.1M sold.

Based on aggregated 13F filings for Q3 2024.