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Valley National Bancorp

307 hedge funds and large institutions have $3.47B invested in Valley National Bancorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.05M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 288307 (+19)

0.01% more ownership

Funds ownership: 64.07%64.08% (+0.01%)

0% less capital invested

Capital invested by funds: $3.48B → $3.47B (-$9.27M)

Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
99
Reduced
85
Closed
21
Calls
$2.84M
Puts
$1.05M
Net Calls
+$1.79M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$23K +$8.29K +642 +58%
DFCM
277
Dark Forest Capital Management
Puerto Rico
$20K +$10.4K +806 +114%
AF
278
Allworth Financial
California
$20K +$19.3K +1,491 New
IA
279
IFP Advisors
Florida
$19K
PA
280
Parallel Advisors
California
$19K +$1.56K +121 +9%
ME
281
McIlrath & Eck
Washington
$15K
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$15K +$13.9K +1,079 +4,316%
CAL
283
Capital Analysts LLC
Pennsylvania
$14K +$13.6K +1,055 New
FMT
284
First Mercantile Trust
Tennessee
$11K -$594 -46 -5%
BCA
285
Berman Capital Advisors
Georgia
$11K +$4.89K +379 +79%
APA
286
American Portfolios Advisors
New York
$10.2K
Fidelity Investments
287
Fidelity Investments
Massachusetts
$10K -$12.3K -949 -55%
LC
288
Lindbrook Capital
California
$10K +$2.09K +162 +28%
BU
289
BBVA USA
Alabama
$9K
EI
290
Ellevest Inc
New York
$9K +$3.59K +278 +65%
GLLW
291
Graves Light Lenhart Wealth
Virginia
$8K
RCA
292
Ranch Capital Advisors
Florida
$7K
FPS
293
Fieldpoint Private Securities
Connecticut
$6K
SC
294
SouthState Corp
Florida
$6K +$6.01K +465 New
AP
295
Atwood & Palmer
Missouri
$5K
HPC
296
HM Payson & Co
Maine
$3K
MA
297
Montag & Associates
Georgia
$3K
Walleye Capital
298
Walleye Capital
New York
$2.91K +$2.83M +218,942 New
GWS
299
Glassman Wealth Services
Virginia
$2K
RFA
300
Reilly Financial Advisors
California
$2K +$26 +2 +1%

VLY Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2021, worth a combined $3.47B — down 0.27% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 21 closed out — a net gain of 24 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $12.4M. The largest seller was State Street, cutting an estimated $23.2M.

  • 307 institutional investors held Valley National Bancorp (VLY) as of Q3 2021, up from 288 in Q2 2021.
  • Funds reported $3.47B of Valley National Bancorp stock for Q3 2021, down 0.27% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q3 2021 and 21 closed out, a net change of +24 holders.
  • The largest Valley National Bancorp buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $12.4M added.
  • The largest Valley National Bancorp seller in Q3 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.