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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
QC
376
Quadrature Capital
United Kingdom
-$171K -21,517 Closed
Capstone Investment Advisors
377
Capstone Investment Advisors
New York
-$160K -20,087 Closed
CW
378
CreativeOne Wealth
Kansas
-$159K -20,000 Closed
MFS
379
Mirabella Financial Services
United Kingdom
-$142K -17,927 Closed
BIAS
380
Beacon Investment Advisory Services
New Jersey
-$142K -17,815 Closed
CAM
381
Cresset Asset Management
Illinois
-$112K -13,823 Closed
JFG
382
Jefferies Financial Group
New York
-$91.3K -12,500 Closed
PPP
383
Private Portfolio Partners
New Jersey
-$99.5K -12,500 Closed
AI
384
Atom Investors
Texas
-$98.8K -12,418 Closed
PP
385
Paloma Partners
Connecticut
-$98.3K -12,350 Closed
ECM
386
Evergreen Capital Management
Washington
-$96.1K -11,894 Closed
BFG
387
Bleakley Financial Group
New Jersey
-$91.8K -11,533 Closed
SW
388
Simplicity Wealth
New Jersey
-$91.8K -11,533 Closed
CCM
389
Coldstream Capital Management
Washington
-$88.1K -11,066 Closed
MC
390
Moors & Cabot
Massachusetts
-$83.6K -10,500 Closed
GAM
391
Gotham Asset Management
New York
-$83.3K -10,471 Closed
Parallax Volatility Advisers
392
Parallax Volatility Advisers
California
-$55.9K -7,656 Closed
FHA
393
First Horizon Advisors
Tennessee
-$44.6K -5,600 Closed
OPTFSNA
394
Old Point Trust & Financial Services N A
Virginia
-$22.2K -2,784 Closed
AA
395
Ancora Advisors
Ohio
-$13.1K -1,640 Closed
GPFA
396
Game Plan Financial Advisors
Ohio
-$7.96K -1,000 Closed
NFSG
397
Newbridge Financial Services Group
Florida
-$1.64K -207 Closed
PSB
398
Piscataqua Savings Bank
New Hampshire
-$1.65K -207 Closed
AWM
399
Avior Wealth Management
Nebraska
-$660 -83 Closed
TWP
400
TFO Wealth Partners
Ohio
-$183 -23 Closed

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.