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Valley National Bancorp
VLY

Overview Fund Activity

361 hedge funds and large institutions have $2.6B invested in Valley National Bancorp in 2024 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+27
Holders Change %
+8.08%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
71
Increased
116
Reduced
108
Closed
40
Calls
$21M
Puts
$77M
Net Calls
-$56M
Net Calls Change
-$29.4M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$130M
2
BlackRock
BlackRock
New York
$542M
3
Goldman Sachs
Goldman Sachs
New York
$46.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
$27.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$2.12M
2
American Century Companies
American Century Companies
Missouri
$77.3M
3
Citadel Advisors
Citadel Advisors
Florida
$4.1M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
Morgan Stanley
Morgan Stanley
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Shelton Capital Management
Colorado
$146K – – –
SAM
252
Shell Asset Management
Netherlands
$146K -$14.9K -2,143 -9%
KAS
253
Kestra Advisory Services
Texas
$142K +$860 +108 +0.6%
MFS
254
Mirabella Financial Services
United Kingdom
$142K +$142K +17,927 New
BIAS
255
Beacon Investment Advisory Services
New Jersey
$142K +$142K +17,815 New
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$139K -$63.9K -8,031 -31%
FFM
257
Forum Financial Management
Illinois
$137K – – –
Bessemer Group
258
Bessemer Group
New Jersey
$134K +$28.7K +3,593 +27%
S
259
SignatureFD
Georgia
$133K -$8.26K -1,038 -6%
IC
260
IEQ Capital
California
$132K +$29K +3,646 +28%
WAOTB
261
Wealth Advisors of Tampa Bay
Florida
$127K – – –
WIM
262
WealthPlan Investment Management
Nebraska
$126K -$56.7K -7,118 -31%
PA
263
PSI Advisors
Florida
$121K – – –
TC
264
TownSquare Capital
Utah
$119K +$119K +14,998 New
TCA
265
Transcend Capital Advisors
New Jersey
$118K -$2.97K -373 -2%
GC
266
Grimes & Company
Massachusetts
$115K – – –
C
267
Covestor
United Kingdom
$112K -$33.6K -4,219 -23%
CAM
268
Cresset Asset Management
Illinois
$112K -$1.03M -127,754 -90%
WAL
269
W Advisors LLC
Tennessee
$106K – – –
HWAM
270
Hennion & Walsh Asset Management
New Jersey
$106K -$101K -12,749 -49%
DT
271
Diversified Trust
Tennessee
$103K -$38.8K -4,870 -27%
BCI
272
Brinker Capital Investments
Pennsylvania
$99.8K +$17.5K +2,194 +21%
OPS
273
Orion Portfolio Solutions
Nebraska
$99.8K +$17.5K +2,194 +21%
JWM
274
Janiczek Wealth Management
Colorado
$99.8K -$208 -26 -0.2%
PPP
275
Private Portfolio Partners
New Jersey
$99.5K – – –
9 10
11
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