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Valley National Bancorp

307 hedge funds and large institutions have $3.47B invested in Valley National Bancorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.05M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 288307 (+19)

0.01% more ownership

Funds ownership: 64.07%64.08% (+0.01%)

0% less capital invested

Capital invested by funds: $3.48B → $3.47B (-$9.27M)

Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
99
Reduced
85
Closed
21
Calls
$2.84M
Puts
$1.05M
Net Calls
+$1.79M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
251
FinTrust Capital Advisors
South Carolina
$140K
WCM
252
Whitener Capital Management
North Carolina
$137K +$182K +14,128 New
SWA
253
SFMG Wealth Advisors
Texas
$135K
M&T Bank
254
M&T Bank
New York
$134K
CL
255
COWA LLC
Oklahoma
$133K
WQ
256
Wealth Quarterback
New Jersey
$131K +$878 +68 +0.7%
IFAM
257
Institutional & Family Asset Management
Colorado
$123K +$982 +76 +0.8%
WT
258
Washington Trust
Rhode Island
$119K
Toronto Dominion Bank
259
Toronto Dominion Bank
Ontario, Canada
$91K -$1.14K -88 -1%
S
260
SignatureFD
Georgia
$91K +$38.3K +2,962 +77%
ECM
261
Estabrook Capital Management
New York
$90.9K
Simplex Trading
262
Simplex Trading
Illinois
$76K +$6.46K +500 +10%
KFI
263
Key Financial Inc
Pennsylvania
$73K
HIA
264
Harbor Investment Advisory
Maryland
$66K
ADL
265
Asset Dedication LLC
California
$63K +$61K +4,725 New
GWM
266
Geneos Wealth Management
Colorado
$54K
HFM
267
Harvest Fund Management
China
$44K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$44K +$710 +55 +2%
BWP
269
Baldwin Wealth Partners
Massachusetts
$40K
NFG
270
Next Financial Group
Texas
$38K -$8.95K -693 -19%
MFT
271
Moisand Fitzgerald Tamayo
Florida
$28K
ST
272
Sageworth Trust
Pennsylvania
$27K
QCG
273
Quadrant Capital Group
Ohio
$27K +$2.45K +190 +10%
IWA
274
IBEX Wealth Advisors
New Jersey
$24K +$23.2K +1,800 New
US Bancorp
275
US Bancorp
Minnesota
$23K +$2.65K +205 +14%

VLY Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2021, worth a combined $3.47B — down 0.27% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 21 closed out — a net gain of 24 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $12.4M. The largest seller was State Street, cutting an estimated $23.2M.

  • 307 institutional investors held Valley National Bancorp (VLY) as of Q3 2021, up from 288 in Q2 2021.
  • Funds reported $3.47B of Valley National Bancorp stock for Q3 2021, down 0.27% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q3 2021 and 21 closed out, a net change of +24 holders.
  • The largest Valley National Bancorp buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $12.4M added.
  • The largest Valley National Bancorp seller in Q3 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.