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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.

New
Increased
Maintained
Reduced
Closed

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: 351375 (+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: 33 (0)

65% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $55.1M

Holders
375
Holders Change
+24
Holders Change %
+6.84%
% of All Funds
4.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
65
Increased
160
Reduced
86
Closed
36
Calls
$19.5M
Puts
$55.1M
Net Calls
-$35.5M
Net Calls Change
+$9.38M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
151
PMC FIG Opportunities
Israel
$715K -$5.56M -573,131 -88%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$704K -$88.8K -9,153 -11%
HighTower Advisors
153
HighTower Advisors
Illinois
$693K +$433K +44,662 +140%
TYCC
154
Texas Yale Capital Corp
Florida
$654K
SA
155
Sanctuary Advisors
Indiana
$635K -$57.3K -5,912 -9%
LPL Financial
156
LPL Financial
California
$623K -$25.3K -2,608 -4%
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$616K +$53.4K +5,503 +9%
CWG
158
Cornerstone Wealth Group
North Carolina
$611K +$563 +58 +0.1%
X
159
Xponance
Pennsylvania
$603K +$77.9K +8,032 +14%
First Manhattan
160
First Manhattan
New York
$594K -$3.6K -371 -0.6%
IP
161
Ignite Planners
California
$588K -$766 -79 -0.1%
AF
162
Allworth Financial
California
$574K +$565K +58,283 +24,184%
FCA
163
FLC Capital Advisors
California
$562K
CWS
164
Confluence Wealth Services
Pennsylvania
$540K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$522K
Corient Private Wealth
166
Corient Private Wealth
Florida
$520K -$455K -46,901 -39%
AA
167
ALPS Advisors
Colorado
$516K +$19.4K +1,998 +4%
VWM
168
Valley Wealth Managers
New Jersey
$510K
SG Americas Securities
169
SG Americas Securities
New York
$509K +$99.9K +10,300 +22%
LTAS
170
Linden Thomas Advisory Services
North Carolina
$506K -$18.9K -1,952 -3%
PA
171
Profund Advisors
Maryland
$504K +$125K +12,855 +30%
GS
172
GTS Securities
New York
$500K +$535K +55,178 New
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$491K +$169K +17,409 +47%
SOADOR
174
State of Alaska Department of Revenue
Alaska
$490K +$45.7K +4,710 +10%
BCM
175
Bayesian Capital Management
New York
$477K +$511K +52,700 New

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.