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Valley National Bancorp
VLY

Overview Fund Activity

327 hedge funds and large institutions have $2.43B invested in Valley National Bancorp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
104
Reduced
112
Closed
55
Calls
$21.2M
Puts
$39.1M
Net Calls
-$17.9M
Net Calls Change
+$16.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$135M
2
State Street
2
State Street
Massachusetts
$189M
3
Goldman Sachs
3
Goldman Sachs
New York
$34.2M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$15.4M
5
GC
5
Gillson Capital
Illinois
$11.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.6M
2
Capital World Investors
2
Capital World Investors
California
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$301K
5
TYCC
5
Texas Yale Capital Corp
Florida
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
WQ
251
Wealth Quarterback
New Jersey
$102K +$22.1K +2,850 +28%
EIP
252
Easterly Investment Partners
Massachusetts
$98.9K – – –
V
253
Veritable
Delaware
$97.8K -$30.7K -3,958 -24%
IC
254
IEQ Capital
California
$96.5K +$96.5K +12,447 New
SWM
255
Spire Wealth Management
Virginia
$95.6K – – –
FFM
256
Forum Financial Management
Illinois
$94.8K – – –
AWM
257
AE Wealth Management
Kansas
$91.7K -$721 -93 -0.8%
VHAM
258
Van Hulzen Asset Management
California
$91K – – –
OIA
259
OneDigital Investment Advisors
Kansas
$89.2K +$1.72K +222 +2%
QPWM
260
Quadrant Private Wealth Management
Pennsylvania
$89K +$89K +11,328 New
BCG
261
Breakwater Capital Group
New Jersey
$87.5K – – –
Bessemer Group
262
Bessemer Group
New Jersey
$87K +$14.2K +1,823 +20%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$86.6K – – –
Bank of Nova Scotia
264
Bank of Nova Scotia
Ontario, Canada
$86.5K -$1.29K -167 -1%
GWM
265
Greenwich Wealth Management
Connecticut
$86K +$86K +11,066 New
GSIAS
266
Garden State Investment Advisory Services
New Jersey
$84.2K +$84.2K +10,818 New
ZIM
267
Zacks Investment Management
Illinois
$82.7K +$82.7K +10,666 New
CCMG
268
Clark Capital Management Group
Pennsylvania
$82K +$82K +10,581 New
JWM
269
Janiczek Wealth Management
Colorado
$80.8K +$69.4K +8,905 +611%
CIAS
270
CFS Investment Advisory Services
New Jersey
$80K +$80K +10,339 New
QCG
271
Quadrant Capital Group
Ohio
$78.8K +$33.9K +4,375 +76%
SWA
272
SFMG Wealth Advisors
Texas
$78.7K – – –
SAM
273
Shell Asset Management
Netherlands
$73K -$428 -55 -0.6%
US Bancorp
274
US Bancorp
Minnesota
$55.5K +$24.8K +3,198 +81%
DMKJ
275
David M. Knott Jr
$50K – – –
9 10
11
12 13