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Valley National Bancorp

352 hedge funds and large institutions have $2.35B invested in Valley National Bancorp in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 117 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.14% more ownership

Funds ownership: 64.06%66.2% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 362352 (-10)

9% less capital invested

Capital invested by funds: $2.6B → $2.35B (-$244M)

17% less call options, than puts

Call options by funds: $57M | Put options by funds: $68.9M

Holders
352
Holders Change
-10
Holders Change %
-2.76%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
124
Reduced
117
Closed
51
Calls
$57M
Puts
$68.9M
Net Calls
-$11.9M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$3.39K +$3.49K +478 New
AAP
327
Arax Advisory Partners
Colorado
$3.37K -$555 -76 -14%
PWMG
328
Private Wealth Management Group
New Jersey
$2.9K +$3.04K +416 New
VCM
329
Versant Capital Management
Arizona
$2.86K -$898 -123 -23%
JWA
330
JFS Wealth Advisors
Pennsylvania
$2.19K -$51 -7 -2%
LC
331
Lindbrook Capital
California
$1.75K -$12.3K -1,685 -87%
MCM
332
Manchester Capital Management
Vermont
$1.51K +$1.58K +217 New
MA
333
Montag & Associates
Georgia
$1.42K
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$1.28K
AF
335
Advisornet Financial
Minnesota
$1.17K +$416 +57 +52%
RIL
336
Rothschild Investment LLC
Illinois
$1.15K +$877 +120 +267%
BIA
337
Bell Investment Advisors
California
$1.05K +$555 +76 +103%
SC
338
Stephens Consulting
Michigan
$1.04K +$1.09K +149 New
UB
339
UMB Bank
Missouri
$907 -$226 -31 -19%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$698 -$541 -74 -43%
GAG
341
Goodman Advisory Group
Massachusetts
$698
LIA
342
Lynx Investment Advisory
District of Columbia
$628 +$657 +90 New
SIC
343
SJS Investment Consulting
Ohio
$608 -$88 -12 -12%
NMM
344
Naples Money Management
Florida
$606 +$37 +5 +6%
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$559 +$88 +12 +18%
S
346
Sachetta
Massachusetts
$509
AF
347
Allworth Financial
California
$506 -$6.16K -843 -93%
MCM
348
MV Capital Management
Maryland
$377 +$394 +54 New
HNB
349
Huntington National Bank
Ohio
$223 +$234 +32 New
NC
350
NewSquare Capital
Pennsylvania
$7

VLY Hedge Fund Activity: Q2 2024 in Review

352 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2024, worth a combined $2.35B — down 9.4% from $2.6B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of VLY and 47 opened new positions — a net loss of 4 holders — while 117 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $49M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.2M sold.

  • 352 institutional investors held Valley National Bancorp (VLY) as of Q2 2024, down from 362 in Q1 2024.
  • Funds reported $2.35B of Valley National Bancorp stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 47 funds opened new Valley National Bancorp positions in Q2 2024 and 51 closed out, a net change of -4 holders.
  • The largest Valley National Bancorp buyer in Q2 2024 was AQR Capital Management, an estimated $49M added.
  • The largest Valley National Bancorp seller in Q2 2024 was Balyasny Asset Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.