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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
CIC
176
Crawford Investment Counsel
Georgia
$346K -$3.36M -377,446 -90%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$346K -$6.81M -763,725 -95%
PD
178
Point72 (DIFC)
United Arab Emirates
$341K +$381K +42,781 New
AGWCA
179
Annis Gardner Whiting Capital Advisors
Florida
$338K +$146K +16,387 +64%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$332K -$75.8K -8,501 -17%
PA
181
Pinnacle Associates
New York
$329K
ASN
182
Advisory Services Network
Georgia
$327K -$3.71K -416 -1%
PA
183
Profund Advisors
Maryland
$322K +$17.4K +1,951 +5%
SPIA
184
Steward Partners Investment Advisory
New York
$320K +$454 +51 +0.1%
EC
185
EJF Capital
Virginia
$318K -$33.6K -3,776 -9%
HC
186
Henshaw Capital
Massachusetts
$313K
CDH
187
Charles D. Hyman
$302K
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$297K +$5.37K +603 +2%
AA
189
AlphaQ Advisors
Florida
$295K
USAA
190
United Services Automobile Association
Texas
$292K
SO
191
STRS Ohio
Ohio
$290K -$20.5K -2,300 -6%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$287K +$350K +39,283 New
CC
193
Cipher Capital
New York
$282K +$316K +35,473 New
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$281K -$47.2K -5,298 -13%
SAM
195
Securian Asset Management
Minnesota
$279K -$8.17K -917 -3%
RMC
196
Resources Management Corp
Connecticut
$279K -$10.7K -1,200 -3%
CS
197
Cannell & Spears
New York
$279K +$312K +35,000 New
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$273K +$7.24K +812 +2%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$270K -$62.1K -6,969 -17%
GC
200
Gibson Capital
Pennsylvania
$267K

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.