Valley National Bancorp
375 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 160 increasing their positions, 86 reducing their positions, and 36 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 86
81% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 36
16% more capital invested
Capital invested by funds: $3.01B → $3.49B (+$485M)
7% more funds holding
Funds holding: 351 → 375 (+24)
3.79% more ownership
Funds ownership: 65.13% → 68.92% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
65% less call options, than puts
Call options by funds: $19.5M | Put options by funds: $55.1M
Top Buyers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$79.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$78.5M |
| 3 |
BlackRock
New York
|
+$71.1M |
| 4 |
State Street
Boston,
Massachusetts
|
+$58.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.8M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$42.7M |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$11.4M |
| 3 |
Morgan Stanley
New York
|
-$9.83M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.33M |
| 5 |
Two Sigma Investments
New York
|
-$8.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
401
Gibson Capital
Wexford,
Pennsylvania
| – | -$101K | -11,191 | Closed |
|
|
GWM
402
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$95K | -10,449 | Closed |
|
|
IAIM
403
International Assets Investment Management
Orlando,
Florida
| – | -$958 | -8,679 | Closed |
|
|
BWP
404
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$27.2K | -3,000 | Closed |
|
405
Allspring Global Investments
Charlotte,
North Carolina
| – | -$24.9K | -2,749 | Closed |
|
|
CPA
406
Capital Performance Advisors
Walnut Creek,
California
| – | -$11.9K | -1,314 | Closed |
|
|
HPC
407
HM Payson & Co
Portland,
Maine
| – | -$979 | -108 | Closed |
|
|
GAG
408
Goodman Advisory Group
Needham,
Massachusetts
| – | -$906 | -100 | Closed |
|
|
CA
409
Claris Advisors
St. Louis,
Missouri
| – | -$245 | -27 | Closed |
|
|
NC
410
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$9 | -1 | Closed |
|
VLY Hedge Fund Activity: Q4 2024 in Review
375 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2024, worth a combined $3.49B — up 16% from $3.01B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VLY positions and 36 closed out — a net gain of 29 holders — while 160 added to existing stakes and 86 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $79.8M. The largest seller was Millennium Management, cutting an estimated $42.7M.
- 375 institutional investors held Valley National Bancorp (VLY) as of Q4 2024, up from 351 in Q3 2024.
- Funds reported $3.49B of Valley National Bancorp stock for Q4 2024, up 16% quarter-over-quarter.
- 65 funds opened new Valley National Bancorp positions in Q4 2024 and 36 closed out, a net change of +29 holders.
- The largest Valley National Bancorp buyer in Q4 2024 was Balyasny Asset Management, an estimated $79.8M added.
- The largest Valley National Bancorp seller in Q4 2024 was Millennium Management, an estimated $42.7M sold.
Based on aggregated 13F filings for Q4 2024.