Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Valley Natl Bancorp (VLY)

465 + Investors. Track Smart Money conviction in VLY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — VLY

Based on 459 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added VLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
459 hedge funds hold VLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+87 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

242 buying190 selling
Last quarter: 242 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 59 → 63 → 94 → 59. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
271 out of 459 hedge funds have held VLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

53 → 59 → 63 → 94 → 59 new funds/Q
New funds entering each quarter: 59 → 63 → 94 → 59. A growing number of institutions are discovering VLY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 470 holders: 297 (63%) are 2+ year veterans, 51 entered 1–2 years ago, and 122 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
51 of 458 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in VLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VLY

In 2026 Q1, 242 hedge funds were net buyers of VLY (59 opened a new position, 183 added to an existing one), while 190 reduced or exited (139 trimmed, 51 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in VLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 459.

Hedge Fund Ownership: VLY

How many hedge funds hold VLY — quarterly history vs. share price
Quarterly hedge fund ownership of VLY vs. share price

Market Analysis: VLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VLY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 3 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: VLY
465 + Investors

Track Smart Money conviction in VLY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 465 461 0.87%
13F Shares 425M 413M 2.86%
Total Value $6.11B $4.96B 23.24%
New Positions 60 59 +1
Increased Positions 187 178 +9
Closed Positions 55 49 +6
Reduced Positions 140 140 -
Total Calls 6 5 20.0%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 1.0 1.4 Neutral

Statistics: VLY

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Institutional Holders (2026 Q2)

465 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VLY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azora Capital LP 6.32% 10,247,196 $150.1M
2 Endeavour Capital Advisors Inc 4.58% 1,524,356 $22.3M
3 Karl Kapital LLC 4.28% 490,651 $7.2M
4 Cander Asset Management LP 3.72% 1,370,386 $20.1M
5 Elizabeth Park Capital Advisors, Ltd. 3.65% 360,935 $5.3M
6 EJF Capital LP 2.77% 283,082 $4.1M
7 Aspen Grove Capital, LLC 2.21% 1,039,625 $15.3M
8 Hourglass Capital, LLC 1.44% 444,700 $6.5M
9 Leeward Investments, LLC - MA 1.21% 1,820,648 $26.7M
10 Callodine Capital Management, LP 1.01% 1,058,323 $15.5M
11 Artemis Investment Management LLP 0.95% 7,276,674 $106.6M
12 Siena Capital Partners GP, LLC 0.91% 255,540 $3.7M
13 Maltese Capital Management LLC 0.88% 329,522 $4.8M
14 Point Nemo Capital, LLC 0.84% 113,151 $1.7M
15 Basswood Capital Management, L.L.C. 0.69% 1,182,206 $17.3M
16 Cinctive Capital Management LP 0.62% 1,145,015 $16.8M
17 Wedge Capital Management L L P/Nc 0.60% 2,485,793 $36.4M
18 Freestone Grove Partners LP 0.57% 6,066,353 $88.9M
19 Jupiter Asset Management Ltd 0.50% 6,885,523 $100.9M
20 Hussman Strategic Advisors, INC. 0.50% 147,000 $2.2M
21 Cambria Investment Management, L.P. 0.47% 643,038 $9.4M
22 Stieven Capital Advisors, L.P. 0.44% 158,566 $2.3M
23 Watershed Asset Management, L.L.C. 0.44% 33,334 $488K
24 Fieldview Capital Management, LLC 0.41% 98,973 $1.4M
25 Morse Asset Management, Inc 0.40% 163,548 $2.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Valley Natl Bancorp (VLY)

What does the Smart Money Trend signal show for VLY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added VLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VLY?

Slight buying edge — 56% buying: Last quarter: 242 funds bought or added vs 190 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VLY holders?

Elite ownership — 59% AUM from top-100 funds: 51 of 458 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in VLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VLY?

59% of holders stayed for 2+ years: 271 out of 459 hedge funds have held VLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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