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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
PA
176
Profund Advisors
Maryland
$387K +$41.3K +5,088 +14%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$385K +$53K +6,521 +18%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$368K -$625 -77 -0.2%
SO
179
STRS Ohio
Ohio
$368K
AI
180
Atria Investments
North Carolina
$364K +$87.6K +10,785 +37%
GFA
181
Gallagher Fiduciary Advisors
Illinois
$364K +$86.2K +10,611 +36%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$359K -$65.2K -8,031 -16%
HC
183
Henshaw Capital
Massachusetts
$357K
GC
184
Guggenheim Capital
Illinois
$354K -$186K -22,937 -37%
PCMC
185
Paragon Capital Management (Colorado)
Colorado
$339K +$4.7K +579 +2%
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$336K -$22.3K -2,746 -7%
AA
187
AlphaQ Advisors
Florida
$335K
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$334K +$1.63K +200 +0.5%
CS
189
Cannell & Spears
New York
$317K
AGWCA
190
Annis Gardner Whiting Capital Advisors
Florida
$312K -$64.8K -7,982 -19%
Osaic Holdings
191
Osaic Holdings
Arizona
$309K +$154 +19 +0.1%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$308K -$5.21K -641 -2%
SAM
193
Securian Asset Management
Minnesota
$301K -$6.92K -852 -2%
BHCM
194
Brevan Howard Capital Management
Jersey
$300K +$269K +33,167 New
EC
195
EJF Capital
Virginia
$293K -$30.4K -3,738 -10%
ASN
196
Advisory Services Network
Georgia
$293K
Fidelity Investments
197
Fidelity Investments
Massachusetts
$291K +$134K +16,529 +106%
HighTower Advisors
198
HighTower Advisors
Illinois
$291K +$14.7K +1,806 +6%
SSA
199
Schonfeld Strategic Advisors
New York
$286K -$1.9M -233,763 -88%
Capstone Investment Advisors
200
Capstone Investment Advisors
New York
$281K +$252K +31,002 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.