We are live on ! Find out more
VLY icon

Valley National Bancorp

323 hedge funds and large institutions have $2.66B invested in Valley National Bancorp in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.43B → $2.66B (+$227M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 61.68%61.1% (-0.59%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 328323 (-5)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

59% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $50.4M

Holders
323
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
101
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$147K +$10K +1,102 +7%
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$142K +$150K +16,584 New
Baird Financial Group
228
Baird Financial Group
Wisconsin
$142K -$1.01K -111 -0.7%
KCFA
229
Key Client Fiduciary Advisors
New Jersey
$135K -$49.5K -5,459 -26%
TC
230
TwinBeech Capital
New York
$134K +$142K +15,683 New
DWM
231
Drive Wealth Management
Utah
$134K -$61.1K -6,736 -30%
PA
232
PSI Advisors
Florida
$131K
Envestnet Asset Management
233
Envestnet Asset Management
Illinois
$130K -$3.12K -344 -2%
TCA
234
Transcend Capital Advisors
New Jersey
$130K
CHP
235
Cable Hill Partners
Oregon
$130K +$137K +15,154 New
Allspring Global Investments
236
Allspring Global Investments
North Carolina
$128K -$4.64K -511 -3%
GC
237
Grimes & Company
Massachusetts
$124K
CIC
238
Cornercap Investment Counsel
Georgia
$120K -$901K -99,291 -88%
GCM
239
Gables Capital Management
Florida
$116K
WAL
240
W Advisors LLC
Tennessee
$114K
Neuberger Berman Group
241
Neuberger Berman Group
New York
$110K +$117K +12,886 New
JWM
242
Janiczek Wealth Management
Colorado
$110K +$22.3K +2,454 +24%
VF
243
Virtu Financial
New York
$110K +$117K +12,868 New
EIP
244
Easterly Investment Partners
Massachusetts
$109K
IC
245
IEQ Capital
California
$108K +$1.57K +173 +1%
MC
246
Moors & Cabot
Massachusetts
$108K -$77.1K -8,500 -40%
PPP
247
Private Portfolio Partners
New Jersey
$107K +$113K +12,500 New
FFM
248
Forum Financial Management
Illinois
$105K
AWM
249
AE Wealth Management
Kansas
$104K +$2.34K +258 +2%
TCM
250
Teza Capital Management
Illinois
$102K +$108K +11,886 New

VLY Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2023, worth a combined $2.66B — up 9.3% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VLY and 35 opened new positions — a net loss of 3 holders — while 118 trimmed existing stakes and 101 added.

The largest buyer was Citadel Advisors, adding an estimated $30.3M. The largest seller was State Street, cutting an estimated $30.6M.

  • 323 institutional investors held Valley National Bancorp (VLY) as of Q3 2023, down from 328 in Q2 2023.
  • Funds reported $2.66B of Valley National Bancorp stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 35 funds opened new Valley National Bancorp positions in Q3 2023 and 38 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q3 2023 was Citadel Advisors, an estimated $30.3M added.
  • The largest Valley National Bancorp seller in Q3 2023 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2023.