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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
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$14M +$1.99M +244,940 +19%
JP Morgan Chase
27
JP Morgan Chase
New York
$13.5M +$3.57M +439,831 +42%
BFM
28
Boothbay Fund Management
New York
$13.1M +$11.8M +1,448,564 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$13M -$316K -38,898 -3%
First Trust Advisors
30
First Trust Advisors
Illinois
$13M +$29.7K +3,660 +0.3%
N
31
Nuveen
North Carolina
$12.9M +$958 +118 +0%
ECA
32
Endeavour Capital Advisors
Connecticut
$11.9M +$6.71K +826 +0.1%
AGC
33
Aspen Grove Capital
Colorado
$11.7M -$150K -18,421 -1%
Two Sigma Investments
34
Two Sigma Investments
New York
$11.7M -$485K -59,719 -4%
Rafferty Asset Management
35
Rafferty Asset Management
New York
$9.82M -$7.18M -883,775 -45%
SCA
36
Stieven Capital Advisors
Missouri
$9.28M -$614K -75,600 -7%
Principal Financial Group
37
Principal Financial Group
Iowa
$9M -$3.59M -441,775 -31%
UBS AM
38
UBS AM
Illinois
$8.98M -$136K -16,736 -2%
Citigroup
39
Citigroup
New York
$8.6M -$2.92M -359,948 -28%
AllianceBernstein
40
AllianceBernstein
Tennessee
$8.18M -$122K -14,987 -2%
First Eagle Investment Management
41
First Eagle Investment Management
New York
$8M +$1.39M +170,700 +24%
Verition Fund Management
42
Verition Fund Management
Connecticut
$7.73M +$5.59M +687,813 +417%
Swiss National Bank
43
Swiss National Bank
Switzerland
$7.65M -$44.7K -5,500 -0.6%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$7.05M -$530K -65,290 -8%
CF
45
Corebridge Financial
Texas
$6.64M -$296K -36,496 -5%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$6.61M -$10M -1,234,302 -63%
Legal & General Group
47
Legal & General Group
United Kingdom
$6.22M +$62.5K +7,696 +1%
UBS Group
48
UBS Group
Switzerland
$6.09M -$1.38M -169,744 -20%
Ameriprise
49
Ameriprise
Minnesota
$6.04M -$1.25M -154,121 -19%
PFO
50
PMC FIG Opportunities
Israel
$5.91M +$5.3M +652,026 New

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.