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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
AA
151
ALPS Advisors
Colorado
$499K -$332K -37,282 -37%
FCA
152
FLC Capital Advisors
California
$494K -$205K -22,964 -27%
X
153
Xponance
Pennsylvania
$491K -$10.9K -1,219 -2%
LPL Financial
154
LPL Financial
California
$491K -$133K -14,904 -19%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$481K -$47.9K -5,378 -8%
GT
156
Greenleaf Trust
Michigan
$470K +$1.85K +208 +0.4%
VWM
157
Valley Wealth Managers
New Jersey
$464K -$17.4K -1,958 -3%
CWS
158
Confluence Wealth Services
Pennsylvania
$439K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$436K +$3.32K +373 +0.7%
LTAS
160
Linden Thomas Advisory Services
North Carolina
$431K -$722 -81 -0.1%
XT
161
XTX Topco
Cayman Islands
$428K +$239K +26,772 +99%
IP
162
Ignite Planners
California
$422K -$99.8K -11,198 -17%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$420K -$43.5K -4,884 -8%
KTA
164
Keeley-Teton Advisors
Illinois
$412K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$408K
Federated Hermes
166
Federated Hermes
Pennsylvania
$406K -$15.4K -1,725 -3%
NSEDCP
167
NJ State Employees Deferred Compensation Plan
New Jersey
$395K
HighTower Advisors
168
HighTower Advisors
Illinois
$372K +$33K +3,698 +9%
GCP
169
GSA Capital Partners
United Kingdom
$372K +$416K +46,689 New
SOADOR
170
State of Alaska Department of Revenue
Alaska
$366K
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$359K -$219K -24,582 -35%
II
172
Inspire Investing
Idaho
$357K +$84.9K +9,532 +27%
TA
173
Teton Advisors
New York
$350K
SFS
174
Sowell Financial Services
Arkansas
$348K +$389K +43,641 New
EMFAT
175
Emerald Mutual Fund Advisers Trust
Pennsylvania
$347K

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.