We are live on ! Find out more
VLY icon

Valley National Bancorp

323 hedge funds and large institutions have $2.66B invested in Valley National Bancorp in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.43B → $2.66B (+$227M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.59% less ownership

Funds ownership: 61.68%61.1% (-0.59%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 328323 (-5)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

59% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $50.4M

Holders
323
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
101
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
251
Van Hulzen Asset Management
California
$101K
OIA
252
OneDigital Investment Advisors
Kansas
$99.9K +$1.45K +160 +1%
EC
253
Elequin Capital
New York
$99.3K -$27.6K -3,045 -21%
QPWM
254
Quadrant Private Wealth Management
Pennsylvania
$98.2K
AWM
255
Accurate Wealth Management
Florida
$96.3K -$11.6K -1,276 -10%
GWM
256
Greenwich Wealth Management
Connecticut
$96K +$1.05K +116 +1%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$95.7K
GS
258
GTS Securities
New York
$95.2K +$101K +11,123 New
WQ
259
Wealth Quarterback
New Jersey
$94.8K -$18.9K -2,079 -16%
GSIAS
260
Garden State Investment Advisory Services
New Jersey
$94.2K +$1.37K +151 +1%
JF
261
Jump Financial
Illinois
$93.4K +$99K +10,911 New
SWP
262
Stratos Wealth Partners
Ohio
$93.1K +$98.7K +10,874 New
Bessemer Group
263
Bessemer Group
New Jersey
$93K -$1.72K -190 -2%
CCMG
264
Clark Capital Management Group
Pennsylvania
$90.6K
BCG
265
Breakwater Capital Group
New Jersey
$87.5K
SWA
266
SFMG Wealth Advisors
Texas
$86.9K
QCG
267
Quadrant Capital Group
Ohio
$86.8K -$263 -29 -0.3%
SAM
268
Shell Asset Management
Netherlands
$79K -$1.29K -142 -2%
US Bancorp
269
US Bancorp
Minnesota
$55K -$6.57K -724 -10%
DMKJ
270
David M. Knott Jr
$55K
NA
271
NewEdge Advisors
Louisiana
$54.8K +$38.3K +4,223 +194%
Ohio Public Employees Retirement System (OPERS)
272
Ohio Public Employees Retirement System (OPERS)
Ohio
$51K +$3.06K +337 +6%
KBC Group
273
KBC Group
Belgium
$50K +$53.3K +5,869 New
PWMG
274
Prestige Wealth Management Group
New Jersey
$49.7K
CI Investments Inc
275
CI Investments Inc
Ontario, Canada
$49K -$36 -4 -0.1%

VLY Hedge Fund Activity: Q3 2023 in Review

323 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2023, worth a combined $2.66B — up 9.3% from $2.43B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VLY and 35 opened new positions — a net loss of 3 holders — while 118 trimmed existing stakes and 101 added.

The largest buyer was Citadel Advisors, adding an estimated $30.3M. The largest seller was State Street, cutting an estimated $30.6M.

  • 323 institutional investors held Valley National Bancorp (VLY) as of Q3 2023, down from 328 in Q2 2023.
  • Funds reported $2.66B of Valley National Bancorp stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 35 funds opened new Valley National Bancorp positions in Q3 2023 and 38 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q3 2023 was Citadel Advisors, an estimated $30.3M added.
  • The largest Valley National Bancorp seller in Q3 2023 was State Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2023.