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Valley National Bancorp
VLY

Overview Fund Activity

331 hedge funds and large institutions have $2.83B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-13
Holders Change %
-3.78%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
120
Reduced
101
Closed
48
Calls
$9.96M
Puts
$44.7M
Net Calls
-$34.7M
Net Calls Change
-$34.8M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$128M
2
State Street
2
State Street
Massachusetts
$197M
3
Macquarie Group
3
Macquarie Group
Australia
$173M
4
BlackRock
4
BlackRock
New York
$590M
5
LI
5
Leeward Investments
Massachusetts
$13.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$21.9M
2
Millennium Management
2
Millennium Management
New York
$0
3
NI
3
Nuance Investments
Missouri
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
226
NinePointTwo Capital
California
$163K – – –
JPMPWA
227
J.P. Morgan Private Wealth Advisors
California
$155K -$18.7K -2,021 -11%
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$154K -$110K -11,865 -42%
V
229
Veritable
Delaware
$153K -$23K -2,490 -13%
TF
230
Tompkins Financial
New York
$149K – – –
WAOTB
231
Wealth Advisors of Tampa Bay
Florida
$148K – – –
GCM
232
Gables Capital Management
Florida
$144K – – –
AC
233
AXQ Capital
New Jersey
$144K +$144K +15,600 New
TCA
234
Transcend Capital Advisors
New Jersey
$141K -$2.56K -277 -2%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$139K +$5.5K +595 +4%
GC
236
Grimes & Company
Massachusetts
$134K – – –
BRWA
237
B. Riley Wealth Advisors
Florida
$132K – – –
KAS
238
Kestra Advisory Services
Texas
$126K -$61.4K -6,643 -33%
APP
239
Avantax Planning Partners
Iowa
$126K +$3.8K +411 +3%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$124K -$123K -13,268 -50%
WAL
241
W Advisors LLC
Tennessee
$123K – – –
JF
242
Jump Financial
Illinois
$120K +$120K +13,023 New
CFB
243
Cullen/Frost Bankers
Texas
$120K – – –
PWMAG
244
Pinnacle Wealth Management Advisory Group
New Jersey
$119K – – –
EIP
245
Easterly Investment Partners
Massachusetts
$118K – – –
PPP
246
Private Portfolio Partners
New Jersey
$116K -$1.37K -148 -1%
1832 Asset Management
247
1832 Asset Management
Ontario, Canada
$115K -$1.62M -175,765 -93%
SWM
248
Spire Wealth Management
Virginia
$113K – – –
FFM
249
Forum Financial Management
Illinois
$113K – – –
AWM
250
AE Wealth Management
Kansas
$110K +$2.43K +263 +2%
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