We are live on ! Find out more
VLY icon

Valley National Bancorp

307 hedge funds and large institutions have $3.47B invested in Valley National Bancorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.05M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 288307 (+19)

0.01% more ownership

Funds ownership: 64.07%64.08% (+0.01%)

0% less capital invested

Capital invested by funds: $3.48B → $3.47B (-$9.27M)

Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
99
Reduced
85
Closed
21
Calls
$2.84M
Puts
$1.05M
Net Calls
+$1.79M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Community Bank
New York
$204K
PCMC
227
Paragon Capital Management (Colorado)
Colorado
$201K +$17.9K +1,383 +10%
MCA
228
Mercer Capital Advisers
New Jersey
$186K
CIAS
229
CFS Investment Advisory Services
New Jersey
$184K +$179K +13,848 New
WAM
230
World Asset Management
Michigan
$180K -$8.49K -657 -5%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$176K +$171K +13,254 New
CFB
232
Cullen/Frost Bankers
Texas
$173K
PGFC
233
Peapack-Gladstone Financial Corp
New Jersey
$172K
JMPWA
234
JP Morgan Private Wealth Advisors
California
$171K +$1.07K +83 +0.7%
DMK
235
David M. Knott
$171K +$4.13K +320 +3%
PAG
236
Private Advisor Group
New Jersey
$171K +$166K +12,859 New
VHAM
237
Van Hulzen Asset Management
California
$170K
CI
238
Cigna Investments
Connecticut
$167K -$3.23K -250 -2%
Ohio Public Employees Retirement System (OPERS)
239
Ohio Public Employees Retirement System (OPERS)
Ohio
$167K +$2.33K +180 +1%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$166K -$36.8K -2,848 -19%
SWM
241
Spire Wealth Management
Virginia
$164K
KPCM
242
Kings Point Capital Management
New York
$163K +$86.9K +6,726 +122%
CI Investments Inc
243
CI Investments Inc
Ontario, Canada
$152K +$7.78K +602 +6%
CI
244
Conning Inc
Connecticut
$151K
PWMG
245
Prestige Wealth Management Group
New Jersey
$148K +$73K +5,650 +104%
FRM
246
Fox Run Management
Connecticut
$147K +$142K +11,026 New
HighTower Advisors
247
HighTower Advisors
Illinois
$142K +$1.58K +122 +1%
AWM
248
Altium Wealth Management
New York
$142K +$138K +10,702 New
NGA
249
Naples Global Advisors
Florida
$141K
MAM
250
Meeder Asset Management
Ohio
$141K +$49.6K +3,840 +57%

VLY Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2021, worth a combined $3.47B — down 0.27% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 21 closed out — a net gain of 24 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $12.4M. The largest seller was State Street, cutting an estimated $23.2M.

  • 307 institutional investors held Valley National Bancorp (VLY) as of Q3 2021, up from 288 in Q2 2021.
  • Funds reported $3.47B of Valley National Bancorp stock for Q3 2021, down 0.27% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q3 2021 and 21 closed out, a net change of +24 holders.
  • The largest Valley National Bancorp buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $12.4M added.
  • The largest Valley National Bancorp seller in Q3 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.