Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Valley Natl Bancorp (VLY)

455 + 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 458 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
458 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
+86 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

241 buying189 selling
Last quarter: 241 funds bought or added vs 189 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 (-36 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 63 → 94 → 58. 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 458 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 → 58 → 63 → 94 → 58 new funds/Q
New funds entering each quarter: 58 → 63 → 94 → 58. 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 469 holders: 297 (63%) are 2+ year veterans, 51 entered 1–2 years ago, and 121 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
49 of 457 holders are among the 100 largest funds by AUM, controlling 42% 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, 241 hedge funds were net buyers of VLY (58 opened a new position, 183 added to an existing one), while 189 reduced or exited (139 trimmed, 50 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 42% 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: 458.

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

-- --

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

Is It Too Late to Buy Valley Natl Bancorp (VLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VLY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
VLY
nan%
XLF
+9.5%

VLY outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
VLY
nan%
XLF
+5.8%

Since the filing became public, VLY outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: VLY
455 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 455 450 1.11%
13F Shares 410M 419M -2.24%
Total Value $4.93B $4.91B 0.37%
New Positions 56 94 -38
Increased Positions 176 155 +21
Closed Positions 51 44 +7
Reduced Positions 139 140 -1
Total Calls 5 8 -37.5%
Total Puts 7 7 -
PUT/CALL Ratio 1.4 0.88 Bearish

Statistics: VLY

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

455 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Azora Capital LP 7.23% 8,948,599 $109.9M
2 Endeavour Capital Advisors Inc 4.64% 1,664,984 $20.4M
3 Cander Asset Management LP 4.39% 1,991,569 $24.5M
4 Karl Kapital LLC 3.43% 403,720 $5.0M
5 Elizabeth Park Capital Advisors, Ltd. 3.41% 360,935 $4.4M
6 EJF Capital LP 2.80% 323,266 $4.0M
7 Aspen Grove Capital, LLC 2.60% 1,080,900 $13.4M
8 Hourglass Capital, LLC 1.33% 520,116 $6.4M
9 Leeward Investments, LLC - MA 1.13% 1,860,458 $22.8M
10 Maltese Capital Management LLC 0.92% 380,210 $4.7M
11 Point Nemo Capital, LLC 0.88% 108,551 $1.3M
12 Siena Capital Partners GP, LLC 0.81% 255,540 $3.1M
13 Basswood Capital Management, L.L.C. 0.69% 1,182,206 $14.5M
14 Artemis Investment Management LLP 0.63% 4,866,154 $59.8M
15 Wedge Capital Management L L P/Nc 0.59% 2,612,297 $32.1M
16 Freestone Grove Partners LP 0.47% 5,448,809 $66.9M
17 Jupiter Asset Management Ltd 0.45% 6,885,523 $84.6M
18 Oliver Luxxe Assets LLC 0.45% 242,216 $3.0M
19 Watershed Asset Management, L.L.C. 0.42% 33,334 $409K
20 Stieven Capital Advisors, L.P. 0.41% 158,166 $1.9M
21 Hussman Strategic Advisors, INC. 0.39% 147,000 $1.8M
22 Fieldview Capital Management, LLC 0.37% 102,779 $1.3M
23 Teton Advisors, LLC 0.36% 42,000 $516K
24 VAUGHAN & Co SECURITIES, INC. 0.35% 55,065 $676K
25 Consolidated Investment Group LLC 0.30% 226,200 $2.8M
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: 241 funds bought or added vs 189 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 — 42% AUM from top-100 funds: 49 of 457 holders are among the 100 largest funds by AUM, controlling 42% 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 458 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.

Is it too late to buy Valley Natl Bancorp (VLY) following the 2026 Q1 hedge fund 13F filings?

As of today, VLY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), VLY has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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