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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
GI
301
GAMMA Investing
California
$69K +$8K +825 +12%
HCP
302
Hexagon Capital Partners
Arkansas
$64.2K +$8.62K +889 +14%
CIAM
303
Caitong International Asset Management
Hong Kong
$63.6K +$68.1K +7,020 New
NA
304
NewEdge Advisors
Louisiana
$60.4K -$2.41K -248 -4%
Nomura Asset Management
305
Nomura Asset Management
Japan
$56.2K
BC
306
Bayforest Capital
United Kingdom
$56K +$60K +6,183 New
GRP
307
Global Retirement Partners
California
$55.8K -$4.49K -463 -7%
S
308
SignatureFD
Georgia
$46.7K +$2.3K +237 +5%
Optiver Holding
309
Optiver Holding
Netherlands
$46K +$22K +2,271 +81%
ADL
310
Asset Dedication LLC
California
$42.8K
SSB
311
Sandy Spring Bank
Maryland
$39.7K
PHK
312
Point72 Hong Kong
Hong Kong
$39.2K +$41.9K +4,324 New
Bessemer Group
313
Bessemer Group
New Jersey
$33K -$94.2K -9,708 -73%
KFI
314
Key Financial Inc
Pennsylvania
$31.7K -$19.4K -2,000 -36%
HCA
315
Harbor Capital Advisors
Illinois
$29K +$3.81K +393 +14%
US Bancorp
316
US Bancorp
Minnesota
$28.8K +$5.83K +601 +23%
FIA
317
FNY Investment Advisers
New York
$28K
HWM
318
Hemington Wealth Management
Virginia
$27K +$1.6K +165 +6%
SAM
319
Smartleaf Asset Management
Massachusetts
$25.5K +$8.27K +852 +44%
RS
320
R Squared
Hong Kong
$25.5K +$27.3K +2,810 New
CM
321
Caption Management
Oklahoma
$22.2K -$605K -62,347 -96%
ACM
322
Aster Capital Management
United Arab Emirates
$21K +$22.5K +2,323 New
AAM
323
Advisors Asset Management
Colorado
$20.7K -$1.26K -130 -5%
BTI
324
Blue Trust Inc
Georgia
$20K -$25.2K -2,601 -54%
MFT
325
Moisand Fitzgerald Tamayo
Florida
$19.2K

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.