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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
TSS
201
Two Sigma Securities
New York
$267K +$126K +14,139 +73%
WI
202
WBI Investments
New Jersey
$266K -$61.5K -6,902 -17%
Osaic Holdings
203
Osaic Holdings
Arizona
$264K +$33.7K +3,782 +13%
PAG
204
Private Advisor Group
New Jersey
$263K +$193K +21,646 +189%
VPIM
205
Vanguard Personalized Indexing Management
California
$261K -$328K -36,794 -53%
CANY
206
Caxton Associates (New York)
New York
$247K +$277K +31,078 New
ICM
207
IMS Capital Management
Oregon
$244K +$273K +30,600 New
SWA
208
Sax Wealth Advisors
New Jersey
$243K +$39.8K +4,464 +17%
PAS
209
Park Avenue Securities
New York
$243K +$272K +30,491 New
KFS
210
Keynote Financial Services
Connecticut
$239K +$268K +30,048 New
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$239K +$158K +17,726 +144%
EH
212
Equitable Holdings
New York
$236K +$704 +79 +0.3%
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$235K -$130K -14,570 -33%
CA
214
Cetera Advisors
Colorado
$229K +$256K +28,744 New
KWM
215
Kolinsky Wealth Management
New Jersey
$226K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$225K +$42.1K +4,725 +20%
AA
217
AlphaMark Advisors
Kentucky
$223K -$17.7K -1,984 -7%
SWIM
218
Smallwood Wealth Investment Management
New Jersey
$222K
SEC
219
Seven Eight Capital
New York
$219K +$245K +27,503 New
CIM
220
CIM Investment Management
Pennsylvania
$217K
CGH
221
Crossmark Global Holdings
Texas
$216K -$1.75K -197 -0.7%
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$212K
TI
223
Tidal Investments
Wisconsin
$212K -$44K -4,933 -16%
SA
224
SpiderRock Advisors
Delaware
$211K +$253K +28,360 New
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$207K

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.