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Valley National Bancorp
VLY

Overview Fund Activity

348 hedge funds and large institutions have $2.99B invested in Valley National Bancorp in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 122 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.03%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
115
Reduced
122
Closed
46
Calls
$43.6M
Puts
$88.5M
Net Calls
-$44.9M
Net Calls Change
-$33M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.3M
2
Victory Capital Management
2
Victory Capital Management
Texas
$51.4M
3
Millennium Management
3
Millennium Management
New York
$67.9M
4
BCM
4
Basswood Capital Management
New York
$19.4M
5
BFM
5
Boothbay Fund Management
New York
$13.1M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$78.5M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$53.2M
3
BlackRock
3
BlackRock
New York
$621M
4
State Street
4
State Street
Massachusetts
$223M
5
Bank of America
5
Bank of America
North Carolina
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
Concurrent Investment Advisors
Florida
$188K – – –
BMCM
227
Bryn Mawr Capital Management
Pennsylvania
$187K – – –
CFB
228
Cullen/Frost Bankers
Texas
$181K – – –
FNT
229
First National Trust
Pennsylvania
$181K – – –
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$179K +$22.8K +2,585 +15%
SAM
231
Shell Asset Management
Netherlands
$179K +$179K +19,778 New
CC
232
Corton Capital
Ontario, Canada
$176K +$9.56K +1,055 +6%
SF
233
Summit Financial
New Jersey
$176K +$413 +45 +0.2%
PP
234
Paloma Partners
Connecticut
$169K +$169K +18,600 New
MAM
235
Martingale Asset Management
Massachusetts
$167K -$906 -100 -0.5%
TPI
236
Trust Point Inc
Wisconsin
$165K +$47.1K +5,194 +40%
KAS
237
Kestra Advisory Services
Texas
$164K -$2.97M -327,871 -95%
MWM
238
Modera Wealth Management
New Jersey
$157K – – –
SRC
239
Shufro Rose & Co
New York
$157K – – –
FFM
240
Forum Financial Management
Illinois
$156K +$36 +4 +0%
EI
241
Ethic Inc
New York
$155K +$57.7K +7,245 +59%
PVI
242
Pine Valley Investments
New Jersey
$154K +$154K +16,938 New
SCM
243
Shelton Capital Management
Colorado
$153K -$13.4K -1,483 -8%
IC
244
IEQ Capital
California
$153K +$2.37K +262 +2%
TI
245
Tidal Investments
Wisconsin
$152K -$65.8K -7,259 -30%
KFS
246
Keynote Financial Services
Connecticut
$149K -$20.1K -2,215 -12%
WAOTB
247
Wealth Advisors of Tampa Bay
Florida
$145K – – –
WIM
248
WealthPlan Investment Management
Nebraska
$144K – – –
PA
249
PSI Advisors
Florida
$138K – – –
CL
250
Choreo LLC
Illinois
$136K +$136K +15,580 New
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