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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
SIC
351
SJS Investment Consulting
Ohio
$789 -$125 -14 -12%
S
352
Sachetta
Massachusetts
$681
NMM
353
Naples Money Management
Florida
$661 -$864 -97 -54%
AWM
354
Avior Wealth Management
Nebraska
$660 +$740 +83 New
BIA
355
Bell Investment Advisors
California
$590
DPW
356
DiNuzzo Private Wealth
Pennsylvania
$542 -$9 -1 -1%
RIL
357
Rothschild Investment LLC
Illinois
$358 +$401 +45 New
TWP
358
TFO Wealth Partners
Ohio
$183
NC
359
NewSquare Capital
Pennsylvania
$8
AssetMark Inc
360
AssetMark Inc
California
$8 +$9 +1 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$5 +$9 +1 New
DRZID
362
DePrince Race & Zollo Inc (DRZ)
Florida
-$26.1M -2,407,555 Closed
SPS
363
Susquehanna Portfolio Strategies
Pennsylvania
-$7.95M -731,717 Closed
FP
364
Foundry Partners
Minnesota
-$6.9M -635,554 Closed
WMSA
365
Weiss Multi-Strategy Advisers
New York
-$6.5M -598,996 Closed
SCP
366
Steamboat Capital Partners
New York
-$3.81M -351,108 Closed
CCM
367
Cinctive Capital Management
New York
-$1.71M -157,200 Closed
HAI
368
Hennessy Advisors Inc
California
-$1.57M -145,000 Closed
State of Tennessee, Department of Treasury
369
State of Tennessee, Department of Treasury
Tennessee
-$1.31M -120,500 Closed
Axa
370
Axa
France
-$1.21M -111,800 Closed
CRC
371
Curi RMB Capital
Illinois
-$1.09M -100,000 Closed
MCA
372
Mendon Capital Advisors
Florida
-$1.09M -100,000 Closed
STA
373
Summit Trail Advisors
New York
-$976K -89,899 Closed
ICM
374
Ionic Capital Management
New York
-$869K -80,000 Closed
SDIC
375
South Dakota Investment Council
South Dakota
-$666K -61,300 Closed

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.