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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
BlackRock
1
BlackRock
New York
$497M +$22.1M +3,022,483 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$318M +$220K +30,107 +0.1%
State Street
3
State Street
Massachusetts
$188M +$17.4M +2,381,250 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$180M +$2.46M +337,416 +1%
Macquarie Group
5
Macquarie Group
Australia
$124M -$2.13M -291,584 -2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$113M -$909K -124,391 -0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.8M +$3.79M +518,773 +5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$69.2M +$49M +6,703,552 +193%
Goldman Sachs
9
Goldman Sachs
New York
$49.6M +$9.3M +1,273,763 +22%
American Century Companies
10
American Century Companies
Missouri
$48.3M -$20.4M -2,790,851 -29%
Charles Schwab
11
Charles Schwab
California
$48M +$1.9M +260,722 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$37.9M +$11.3K +1,553 +0%
Bank of America
13
Bank of America
North Carolina
$34.3M +$4.44M +607,756 +14%
Northern Trust
14
Northern Trust
Illinois
$33.4M +$1.34M +182,921 +4%
Morgan Stanley
15
Morgan Stanley
New York
$32.4M +$4.82M +659,244 +17%
Millennium Management
16
Millennium Management
New York
$19.4M +$18.4M +2,522,204 +995%
Voloridge Investment Management
17
Voloridge Investment Management
Florida
$16M +$9.89M +1,353,782 +144%
LSV Asset Management
18
LSV Asset Management
Illinois
$14M -$114K -15,600 -0.8%
Rafferty Asset Management
19
Rafferty Asset Management
New York
$13.7M +$6.55M +896,386 +84%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$13.7M +$9.11M +1,246,650 +174%
LI
21
Leeward Investments
Massachusetts
$13.3M +$738K +101,099 +6%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$12.9M -$1.98M -270,732 -13%
Invesco
23
Invesco
Georgia
$12.8M +$1.62M +221,299 +14%
Barclays
24
Barclays
United Kingdom
$12.4M -$1.5M -204,894 -10%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$10.3M -$222K -30,330 -2%

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.