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Valley National Bancorp
VLY

Overview Fund Activity

334 hedge funds and large institutions have $3.41B invested in Valley National Bancorp in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+12
Holders Change %
+3.73%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
107
Reduced
112
Closed
33
Calls
$37.2M
Puts
$63.8M
Net Calls
-$26.6M
Net Calls Change
+$3.29M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.7M
2
BlackRock
BlackRock
New York
$701M
3
State Street
State Street
Massachusetts
$247M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$270M
5
American Century Companies
American Century Companies
Missouri
$153M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$11.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$137M
3
GC
Gillson Capital
Illinois
$0
4
Walleye Capital
Walleye Capital
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
$205K -$17.6K -1,617 -8%
SCM
227
Shelton Capital Management
Colorado
$200K -$13.7K -1,265 -6%
C
228
Covestor
United Kingdom
$199K -$50.6K -4,650 -20%
D.E. Shaw & Co
229
D.E. Shaw & Co
New York
$196K +$15.7K +1,444 +9%
S
230
SignatureFD
Georgia
$193K +$6.92K +637 +4%
DT
231
Diversified Trust
Tennessee
$193K +$193K +17,752 New
SRC
232
Shufro Rose & Co
New York
$193K – – –
KAS
233
Kestra Advisory Services
Texas
$193K +$1.5K +138 +0.8%
GAM
234
Gotham Asset Management
New York
$192K -$71.5K -6,587 -27%
MWM
235
Modera Wealth Management
New Jersey
$190K +$2.22K +204 +1%
FFM
236
Forum Financial Management
Illinois
$186K +$53.7K +4,941 +40%
AC
237
AXQ Capital
New Jersey
$183K +$183K +16,837 New
WAOTB
238
Wealth Advisors of Tampa Bay
Florida
$174K -$174K -15,979 -50%
QCG
239
Quadrant Capital Group
Ohio
$171K +$60.5K +5,568 +55%
PA
240
PSI Advisors
Florida
$166K – – –
TCA
241
Transcend Capital Advisors
New Jersey
$165K – – –
Neuberger Berman Group
242
Neuberger Berman Group
New York
$159K +$19.3K +1,773 +14%
GC
243
Grimes & Company
Massachusetts
$157K – – –
UCFA
244
United Capital Financial Advisors
Texas
$147K +$147K +13,544 New
WAL
245
W Advisors LLC
Tennessee
$145K – – –
AWM
246
AE Wealth Management
Kansas
$144K +$18.6K +1,802 +15%
Bessemer Group
247
Bessemer Group
New Jersey
$143K +$24K +2,209 +20%
IC
248
IEQ Capital
California
$141K +$3.66K +337 +3%
BFG
249
Bleakley Financial Group
New Jersey
$137K +$137K +12,614 New
MC
250
Moors & Cabot
Massachusetts
$137K – – –
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