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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
BTI
326
Blue Trust Inc
Georgia
$18.7K +$6.67K +748 +47%
MFT
327
Moisand Fitzgerald Tamayo
Florida
$16.8K
PA
328
Parallel Advisors
California
$15.8K -$1.14K -128 -6%
LC
329
Lindbrook Capital
California
$15.4K +$2.77K +311 +19%
AA
330
Ancora Advisors
Ohio
$13.1K +$14.6K +1,640 New
PS
331
Principal Securities
Iowa
$12.1K -$508 -57 -4%
Walleye Trading
332
Walleye Trading
New York
$10.9K +$12.3K +1,375 New
ME
333
McIlrath & Eck
Washington
$8.9K
GPFA
334
Game Plan Financial Advisors
Ohio
$7.96K
EWA
335
EverSource Wealth Advisors
Alabama
$7.37K -$14.3K -1,610 -61%
AF
336
Allworth Financial
California
$7.21K -$312 -35 -4%
OWA
337
Opal Wealth Advisors
New York
$7K +$7.84K +880 New
AAP
338
Arax Advisory Partners
Colorado
$4.45K
VCM
339
Versant Capital Management
Arizona
$4.24K +$2.58K +290 +119%
PR
340
Payden & Rygel
California
$4K
PRIG
341
Payden & Rygel Investment Group
California
$4K +$4.3K +483 New
JWA
342
JFS Wealth Advisors
Pennsylvania
$2.56K -$579 -65 -17%
PSB
343
Piscataqua Savings Bank
New Hampshire
$1.65K +$1.84K +207 New
NFSG
344
Newbridge Financial Services Group
Florida
$1.64K +$27 +3 +1%
MA
345
Montag & Associates
Georgia
$1.61K
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$1.46K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$1.39K -$1.2K -135 -44%
UB
348
UMB Bank
Missouri
$1.28K +$1.44K +161 New
AF
349
Advisornet Financial
Minnesota
$876 +$401 +45 +69%
GAG
350
Goodman Advisory Group
Massachusetts
$796

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.