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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
BlackRock
1
BlackRock
New York
$542M +$31.8M +3,564,082 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$362M -$947K -106,306 -0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M +$4.42M +495,542 +2%
State Street
4
State Street
Massachusetts
$195M +$14.7M +1,654,637 +7%
Macquarie Group
5
Macquarie Group
Australia
$144M -$1.06M -119,174 -0.7%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$130M +$32.9M +3,687,743 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$82.4M +$3.8M +426,158 +4%
American Century Companies
8
American Century Companies
Missouri
$77.3M -$38.8M -4,354,711 -31%
Charles Schwab
9
Charles Schwab
California
$52.6M +$2.83M +317,134 +5%
Goldman Sachs
10
Goldman Sachs
New York
$46.5M +$26.9M +3,022,369 +107%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$43.2M -$1.43M -160,584 -3%
Northern Trust
12
Northern Trust
Illinois
$36.7M -$3.76M -422,055 -8%
Bank of America
13
Bank of America
North Carolina
$34.3M +$13.7M +1,532,174 +55%
Morgan Stanley
14
Morgan Stanley
New York
$31.7M -$23.4M -2,620,888 -40%
Norges Bank
15
Norges Bank
Norway
$30.9M -$6.25M -701,454 -15%
AQR Capital Management
16
AQR Capital Management
Connecticut
$27.4M +$23.5M +2,639,353 +318%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$23.2M +$26M +2,920,088 New
RA
18
Royce & Associates
New York
$18M +$3.4M +381,552 +20%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$16.9M +$9.62M +1,080,052 +104%
LSV Asset Management
20
LSV Asset Management
Illinois
$16.1M -$335K -37,641 -2%
Barclays
21
Barclays
United Kingdom
$15.8M +$4.81M +539,885 +37%
LI
22
Leeward Investments
Massachusetts
$14.3M -$693K -77,735 -4%
N
23
Nuveen
North Carolina
$13.2M +$178K +19,934 +1%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.9M +$234K +26,209 +2%
Invesco
25
Invesco
Georgia
$12.8M +$142K +15,893 +1%

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.