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Valley National Bancorp

334 hedge funds and large institutions have $3.41B invested in Valley National Bancorp in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+12
Holders Change %
+3.73%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
107
Reduced
112
Closed
33
Calls
$37.2M
Puts
$63.8M
Net Calls
-$26.6M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
251
Janiczek Wealth Management
Colorado
$136K -$3.43K -315 -2%
SS
252
Simplicity Solutions
Minnesota
$136K +$136K +12,524 New
PPP
253
Private Portfolio Partners
New Jersey
$136K
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$133K +$133K +12,278 New
PCMC
255
Planning Capital Management Corporation
Pennsylvania
$133K +$133K +12,239 New
OIA
256
OneDigital Investment Advisors
Kansas
$132K +$5K +460 +4%
GCM
257
Gables Capital Management
Florida
$130K -$16.3K -1,500 -11%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$130K -$50.1K -4,609 -28%
CIC
259
Cornercap Investment Counsel
Georgia
$128K -$23.8K -2,191 -16%
VHAM
260
Van Hulzen Asset Management
California
$128K
EC
261
Elequin Capital
New York
$126K +$54 +5 +0%
PAG
262
Private Advisor Group
New Jersey
$124K -$87.9K -8,090 -41%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$121K
GSIAS
264
Garden State Investment Advisory Services
New Jersey
$121K +$1.56K +143 +1%
BCG
265
Breakwater Capital Group
New Jersey
$121K
WQ
266
Wealth Quarterback
New Jersey
$120K +$217 +20 +0.2%
CAN
267
Cetera Advisor Networks
California
$119K +$119K +10,999 New
LWA
268
Ledgewood Wealth Advisors
New Hampshire
$116K +$116K +10,715 New
SWP
269
Stratos Wealth Partners
Ohio
$112K -$5.67K -522 -5%
BCI
270
Brinker Capital Investments
Pennsylvania
$111K +$111K +10,347 New
OPS
271
Orion Portfolio Solutions
Nebraska
$111K +$111K +10,347 New
SWA
272
SFMG Wealth Advisors
Texas
$110K
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$110K -$110K -10,154 -50%
KBC Group
274
KBC Group
Belgium
$91K +$27.2K +2,505 +43%
CI Investments Inc
275
CI Investments Inc
Ontario, Canada
$76K +$13.7K +1,256 +22%