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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
GFA
201
Gallagher Fiduciary Advisors
Illinois
$206K +$126K +17,264 +140%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$206K +$88.1K +12,057 +69%
AI
203
Atria Investments
North Carolina
$205K +$215K +29,413 New
KWM
204
Kolinsky Wealth Management
New Jersey
$198K
SA
205
SpiderRock Advisors
Delaware
$198K
HWAM
206
Hennion & Walsh Asset Management
New Jersey
$197K +$110K +15,004 +113%
SWIM
207
Smallwood Wealth Investment Management
New Jersey
$195K
CGH
208
Crossmark Global Holdings
Texas
$187K -$2.37K -324 -1%
Mackenzie Financial
209
Mackenzie Financial
Ontario, Canada
$186K
Mitsubishi UFJ Trust & Banking
210
Mitsubishi UFJ Trust & Banking
Japan
$185K +$193K +26,483 New
SA
211
Sanctuary Advisors
Indiana
$184K +$184K +25,130 New
Belvedere Trading
212
Belvedere Trading
Illinois
$183K +$20.1K +2,750 +12%
SWA
213
Sax Wealth Advisors
New Jersey
$183K -$32.1K -4,391 -14%
SFWC
214
Strategic Family Wealth Counselors
New Jersey
$181K
SSG
215
Summit Securities Group
New York
$175K +$183K +25,000 New
PCIA
216
Prime Capital Investment Advisors
Kansas
$170K -$9.7K -1,328 -5%
COI
217
Connable Office Inc
Michigan
$169K
BMCM
218
Bryn Mawr Capital Management
Pennsylvania
$169K
TI
219
Tidal Investments
Wisconsin
$168K -$18.7K -2,558 -10%
BFO
220
Biltmore Family Office
North Carolina
$163K
SRC
221
Shufro Rose & Co
New York
$157K
RA
222
Rodgers & Associates
Pennsylvania
$154K
CIM
223
CIM Investment Management
Pennsylvania
$153K -$38.2K -5,226 -19%
SFC
224
SYM Financial Corp
Indiana
$149K +$156K +21,299 New
FFA
225
Founders Financial Alliance
North Carolina
$148K +$155K +21,271 New

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.