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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
CW
376
Connectus Wealth
Ohio
-$491K -45,203 Closed
SFA
377
Sequoia Financial Advisors
Ohio
-$460K -42,385 Closed
BCM
378
Bayesian Capital Management
New York
-$445K -41,000 Closed
TBA
379
Tower Bridge Advisors
Pennsylvania
-$315K -29,000 Closed
Natixis Advisors
380
Natixis Advisors
Massachusetts
-$272K -25,046 Closed
GS
381
GTS Securities
New York
-$210K -23,529 Closed
Neuberger Berman Group
382
Neuberger Berman Group
New York
-$159K -14,659 Closed
AWM
383
AE Wealth Management
Kansas
-$144K -13,894 Closed
UCFA
384
United Capital Financial Advisors
Texas
-$147K -13,544 Closed
Baird Financial Group
385
Baird Financial Group
Wisconsin
-$130K -11,946 Closed
EC
386
Elequin Capital
New York
-$126K -11,601 Closed
BCG
387
Breakwater Capital Group
New Jersey
-$121K -11,295 Closed
CAN
388
Cetera Advisor Networks
California
-$119K -10,999 Closed
LWA
389
Ledgewood Wealth Advisors
New Hampshire
-$116K -10,715 Closed
SWP
390
Stratos Wealth Partners
Ohio
-$112K -10,352 Closed
TC
391
Torno Capital
Massachusetts
-$54.3K -5,000 Closed
SSG
392
Summit Securities Group
New York
-$29.3K -3,291 Closed
GJIA
393
Glass Jacobson Investment Advisors
Maryland
-$12.9K -1,184 Closed
GWS
394
Glassman Wealth Services
Virginia
-$2.54K -234 Closed
BSB
395
Bangor Savings Bank
Maine
-$2.17K -200 Closed
PWMG
396
Private Wealth Management Group
New Jersey
-$1.93K -178 Closed
AT
397
Arlington Trust
Alabama
-$1.77K -163 Closed
AW
398
Avion Wealth
Texas
-$1K -124 Closed
VNA
399
Valley National Advisers
Pennsylvania
-$1K -120 Closed
PTC
400
Private Trust Company
Ohio
-$272 -25 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.