VLY icon

Valley National Bancorp
VLY

Overview Fund Activity

331 hedge funds and large institutions have $2.83B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-13
Holders Change %
-3.78%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
120
Reduced
101
Closed
48
Calls
$9.96M
Puts
$44.7M
Net Calls
-$34.7M
Net Calls Change
-$34.8M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$128M
2
State Street
State Street
Massachusetts
$197M
3
Macquarie Group
Macquarie Group
Australia
$173M
4
BlackRock
BlackRock
New York
$590M
5
LI
Leeward Investments
Massachusetts
$13.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$21.9M
2
Millennium Management
Millennium Management
New York
$0
3
NI
Nuance Investments
Missouri
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$87.3M
5
Verition Fund Management
Verition Fund Management
Connecticut
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VHAM
251
Van Hulzen Asset Management
California
$109K – – –
BAM
252
Blueshift Asset Management
New Jersey
$107K +$107K +11,609 New
BAM
253
Baldrige Asset Management
Pennsylvania
$106K – – –
C
254
Covestor
United Kingdom
$105K +$56.6K +6,104 +117%
Bank of Nova Scotia
255
Bank of Nova Scotia
Ontario, Canada
$105K +$105K +11,334 New
BCG
256
Breakwater Capital Group
New Jersey
$104K -$4.25K -460 -4%
OIA
257
OneDigital Investment Advisors
Kansas
$104K +$104K +11,291 New
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$103K -$15.3K -1,660 -13%
WQ
259
Wealth Quarterback
New Jersey
$95.2K +$767 +83 +0.8%
AA
260
ALPS Advisors
Colorado
$94.4K +$94.4K +10,215 New
QT
261
Quantamental Technologies
New York
$94.1K +$94.1K +10,187 New
SWA
262
SFMG Wealth Advisors
Texas
$93.8K – – –
CCM
263
Coldstream Capital Management
Washington
$92.5K +$92.5K +10,006 New
SAM
264
Shell Asset Management
Netherlands
$87K -$295 -32 -0.3%
Bessemer Group
265
Bessemer Group
New Jersey
$86K +$59.3K +6,438 +223%
WTA
266
Washington Trust Advisors
Massachusetts
$82.6K – – –
ASN
267
Advisory Services Network
Georgia
$80.1K +$15.7K +1,700 +24%
BAM
268
Belpointe Asset Management
Nevada
$73.8K +$10.3K +1,114 +16%
ETC
269
Exchange Traded Concepts
Oklahoma
$63.2K +$12.8K +1,385 +25%
ECM
270
Estabrook Capital Management
New York
$63.1K – – –
DMKJ
271
David M. Knott Jr
$59K – – –
IA
272
IFP Advisors
Florida
$56.2K +$362 +28 +0.6%
PWMG
273
Prestige Wealth Management Group
New Jersey
$53.6K – – –
QCG
274
Quadrant Capital Group
Ohio
$53.5K -$11.9K -1,289 -18%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$53K -$22.8K -2,474 -30%
9 10
11
12 13