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Valley National Bancorp

319 hedge funds and large institutions have $3.58B invested in Valley National Bancorp in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 106 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $4.17M | Put options by funds: $535K

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

4% more funds holding

Funds holding: 307319 (+12)

3% more capital invested

Capital invested by funds: $3.47B → $3.58B (+$107M)

0.03% more ownership

Funds ownership: 64.08%64.11% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 106

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
96
Reduced
106
Closed
30
Calls
$4.17M
Puts
$535K
Net Calls
+$3.63M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
226
Gables Capital Management
Florida
$215K
CB
227
Community Bank
New York
$211K
TCA
228
Transcend Capital Advisors
New Jersey
$206K
PCMC
229
Paragon Capital Management (Colorado)
Colorado
$205K -$2.46K -177 -1%
QC
230
Quadrature Capital
United Kingdom
$199K -$499K -35,941 -71%
NICM
231
Neo Ivy Capital Management
New York
$198K +$200K +14,373 New
CIAS
232
CFS Investment Advisory Services
New Jersey
$194K +$1.08K +78 +0.6%
Osaic Holdings
233
Osaic Holdings
Arizona
$192K -$66.6K -4,798 -26%
WAL
234
W Advisors LLC
Tennessee
$183K +$185K +13,339 New
CFB
235
Cullen/Frost Bankers
Texas
$179K
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
$178K
PAG
237
Private Advisor Group
New Jersey
$177K
JMPWA
238
JP Morgan Private Wealth Advisors
California
$177K +$889 +64 +0.5%
VHAM
239
Van Hulzen Asset Management
California
$176K
EIP
240
Easterly Investment Partners
Massachusetts
$175K +$177K +12,758 New
Ohio Public Employees Retirement System (OPERS)
241
Ohio Public Employees Retirement System (OPERS)
Ohio
$173K +$1.07K +77 +0.6%
PMA
242
Prudent Man Advisors
Illinois
$173K +$174K +12,548 New
AWM
243
Altium Wealth Management
New York
$172K +$24.7K +1,781 +17%
HighTower Advisors
244
HighTower Advisors
Illinois
$170K +$20.5K +1,479 +14%
PWMAG
245
Pinnacle Wealth Management Advisory Group
New Jersey
$169K +$170K +12,265 New
KPCM
246
Kings Point Capital Management
New York
$168K
FFM
247
Forum Financial Management
Illinois
$168K +$170K +12,232 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$163K -$8.32K -599 -5%
AWM
249
AE Wealth Management
Kansas
$160K +$161K +11,604 New
CCM
250
Coldstream Capital Management
Washington
$158K +$160K +11,505 New

VLY Hedge Fund Activity: Q4 2021 in Review

319 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2021, worth a combined $3.58B — up 3.1% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VLY positions and 30 closed out — a net gain of 20 holders — while 96 added to existing stakes and 106 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $17.8M. The largest seller was Holocene Advisors, cutting an estimated $21.7M.

  • 319 institutional investors held Valley National Bancorp (VLY) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $3.58B of Valley National Bancorp stock for Q4 2021, up 3.1% quarter-over-quarter.
  • 50 funds opened new Valley National Bancorp positions in Q4 2021 and 30 closed out, a net change of +20 holders.
  • The largest Valley National Bancorp buyer in Q4 2021 was Wellington Management Group, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q4 2021 was Holocene Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2021.