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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
HT
151
HAP Trading
New York
$396K +$414K +56,732 New
VWM
152
Valley Wealth Managers
New Jersey
$393K -$14.7K -2,007 -3%
CWS
153
Confluence Wealth Services
Pennsylvania
$385K
GT
154
Greenleaf Trust
Michigan
$381K -$32.8K -4,493 -8%
TCM
155
Teza Capital Management
Illinois
$371K -$143K -19,519 -27%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$369K -$14K -1,922 -4%
VPIM
157
Vanguard Personalized Indexing Management
California
$365K +$147K +20,091 +61%
KTA
158
Keeley-Teton Advisors
Illinois
$361K
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$358K
II
160
Inspire Investing
Idaho
$354K +$43K +5,881 +13%
NSEDCP
161
NJ State Employees Deferred Compensation Plan
New Jersey
$346K
Federated Hermes
162
Federated Hermes
Pennsylvania
$344K -$12.7K -1,738 -3%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$343K +$27.9K +3,820 +8%
Creative Planning
164
Creative Planning
Kansas
$341K -$230K -31,526 -39%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$337K -$32.5K -4,449 -8%
I
166
InceptionR
California
$324K +$339K +46,384 New
SOADOR
167
State of Alaska Department of Revenue
Alaska
$321K
TSS
168
Two Sigma Securities
New York
$310K +$79K +10,814 +32%
TA
169
Teton Advisors
New York
$307K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$304K +$1.4K +192 +0.4%
PD
171
Point72 (DIFC)
United Arab Emirates
$299K +$88 +12 +0%
AGWCA
172
Annis Gardner Whiting Capital Advisors
Florida
$297K
SFS
173
Sowell Financial Services
Arkansas
$297K -$12.6K -1,721 -4%
ASN
174
Advisory Services Network
Georgia
$293K +$6.63K +908 +2%
PA
175
Pinnacle Associates
New York
$284K -$4.65K -637 -2%

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.