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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
AF
326
Advisornet Financial
Minnesota
$3.53K +$1.81K +223 +134%
JWA
327
JFS Wealth Advisors
Pennsylvania
$2.94K +$89 +11 +4%
PWMG
328
Prestige Wealth Management Group
New Jersey
$2.75K -$45.9K -5,651 -95%
BIA
329
Bell Investment Advisors
California
$2.47K +$999 +123 +82%
GWM
330
Geneos Wealth Management
Colorado
$2.33K +$2.09K +257 New
WSFS
331
Wilmington Savings Fund Society
Delaware
$2.28K +$2.05K +252 New
AF
332
Allworth Financial
California
$2.18K +$1.45K +178 +283%
QL
333
Quarry LP
New York
$1.85K -$12.5K -1,537 -88%
MA
334
Montag & Associates
Georgia
$1.83K
LC
335
Lindbrook Capital
California
$1.82K -$398 -49 -20%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.66K
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$1.39K +$431 +53 +53%
PS
338
Principal Securities
Iowa
$1.3K -$10.2K -1,260 -90%
UB
339
UMB Bank
Missouri
$1.18K
SIC
340
SJS Investment Consulting
Ohio
$1.06K +$244 +30 +34%
MCM
341
MV Capital Management
Maryland
$997 +$455 +56 +104%
HPC
342
HM Payson & Co
Maine
$979 +$877 +108 New
IAIM
343
International Assets Investment Management
Florida
$958 +$59.8K +7,358 +557%
GAG
344
Goodman Advisory Group
Massachusetts
$906
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$725
S
346
Sachetta
Massachusetts
$569
HNB
347
Huntington National Bank
Ohio
$290
CFGS
348
Concourse Financial Group Securities
Alabama
$275 -$3.64K -448 -94%
CA
349
Claris Advisors
Missouri
$245 +$219 +27 New
NC
350
NewSquare Capital
Pennsylvania
$9

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.