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Valley National Bancorp
VLY

Overview Fund Activity

327 hedge funds and large institutions have $2.43B invested in Valley National Bancorp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
104
Reduced
112
Closed
55
Calls
$21.2M
Puts
$39.1M
Net Calls
-$17.9M
Net Calls Change
+$16.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$135M
2
State Street
2
State Street
Massachusetts
$189M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$15.4M
5
GC
5
Gillson Capital
Illinois
$11.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.6M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$301K
5
TYCC
5
Texas Yale Capital Corp
Florida
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
226
Shelton Capital Management
Colorado
$167K – – –
KCFA
227
Key Client Fiduciary Advisors
New Jersey
$164K -$60.2K -7,766 -27%
MC
228
Moors & Cabot
Massachusetts
$164K -$3.88K -500 -2%
BMCM
229
Black Maple Capital Management
Wisconsin
$163K +$163K +21,000 New
FFA
230
Farther Finance Advisors
California
$159K +$868 +112 +0.5%
GW
231
GW & Wade
Massachusetts
$150K -$39.5K -5,103 -21%
QT
232
Quantamental Technologies
New York
$144K +$64.8K +8,358 +82%
KAS
233
Kestra Advisory Services
Texas
$136K +$29.9K +3,862 +28%
TF
234
TIAA FSB
Florida
$135K -$36.6K -4,719 -21%
MWM
235
Modera Wealth Management
New Jersey
$134K +$134K +17,284 New
Fidelity Investments
236
Fidelity Investments
Massachusetts
$131K -$120K -15,504 -48%
Baird Financial Group
237
Baird Financial Group
Wisconsin
$129K +$12.9K +1,667 +11%
EI
238
Ethic Inc
New York
$126K +$126K +16,309 New
S
239
SignatureFD
Georgia
$124K +$80.5K +10,393 +183%
WAOTB
240
Wealth Advisors of Tampa Bay
Florida
$124K – – –
Envestnet Asset Management
241
Envestnet Asset Management
Illinois
$121K -$8.27K -1,067 -6%
Allspring Global Investments
242
Allspring Global Investments
North Carolina
$120K -$266K -34,328 -69%
PA
243
PSI Advisors
Florida
$118K +$118K +15,250 New
TCA
244
Transcend Capital Advisors
New Jersey
$118K -$93 -12 -0.1%
JPMPWA
245
J.P. Morgan Private Wealth Advisors
California
$118K -$12.1K -1,563 -9%
EC
246
Elequin Capital
New York
$113K +$113K +14,641 New
GC
247
Grimes & Company
Massachusetts
$112K – – –
GCM
248
Gables Capital Management
Florida
$105K -$16.4K -2,120 -14%
WAL
249
W Advisors LLC
Tennessee
$103K – – –
AWM
250
Accurate Wealth Management
Florida
$103K +$103K +12,555 New
8 9
10
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