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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$348K -$138K -14,195 -27%
Wolverine Trading
202
Wolverine Trading
Illinois
$344K +$227K +23,364 +163%
FC
203
Farringdon Capital
United Kingdom
$338K +$361K +37,260 New
AA
204
AlphaQ Advisors
Florida
$335K
PCMC
205
Paragon Capital Management (Colorado)
Colorado
$335K -$3.89K -401 -1%
SAM
206
Securian Asset Management
Minnesota
$325K +$25.5K +2,631 +8%
HWAM
207
Hennion & Walsh Asset Management
New Jersey
$323K +$50.3K +5,181 +17%
CS
208
Cannell & Spears
New York
$317K
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$315K -$23.2K -2,390 -6%
CI Investments Inc
210
CI Investments Inc
Ontario, Canada
$313K +$245K +25,278 +271%
AGWCA
211
Annis Gardner Whiting Capital Advisors
Florida
$312K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$308K
Fidelity Investments
213
Fidelity Investments
Massachusetts
$296K +$4.87K +502 +2%
DFG
214
Delta Financial Group
New Jersey
$293K +$313K +32,295 New
IC
215
IEQ Capital
California
$292K +$149K +15,371 +91%
MAM
216
Martingale Asset Management
Massachusetts
$272K +$113K +11,604 +63%
USAA
217
United Services Automobile Association
Texas
$260K +$9.98K +1,029 +4%
SWIM
218
Smallwood Wealth Investment Management
New Jersey
$253K
KWM
219
Kolinsky Wealth Management
New Jersey
$252K -$4.9K -505 -2%
PAG
220
Private Advisor Group
New Jersey
$251K -$4.96K -511 -2%
FT
221
Fiduciary Trust
Massachusetts
$250K +$268K +27,622 New
SPIA
222
Steward Partners Investment Advisory
New York
$249K +$611 +63 +0.2%
CGH
223
Crossmark Global Holdings
Texas
$243K
Mackenzie Financial
224
Mackenzie Financial
Ontario, Canada
$242K
AIM
225
Aigen Investment Management
New York
$240K -$169K -17,433 -40%

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.