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Valley National Bancorp

319 hedge funds and large institutions have $3.58B invested in Valley National Bancorp in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 106 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $4.17M | Put options by funds: $535K

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

4% more funds holding

Funds holding: 307319 (+12)

3% more capital invested

Capital invested by funds: $3.47B → $3.58B (+$107M)

0.03% more ownership

Funds ownership: 64.08%64.11% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 106

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
96
Reduced
106
Closed
30
Calls
$4.17M
Puts
$535K
Net Calls
+$3.63M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
276
Norwood Financial
Pennsylvania
$43K +$43.8K +3,152 New
PFBT
277
Parkside Financial Bank & Trust
Missouri
$41K -$4.1K -295 -9%
BWP
278
Baldwin Wealth Partners
Massachusetts
$41K
NFG
279
Next Financial Group
Texas
$41K +$1.49K +107 +4%
QCG
280
Quadrant Capital Group
Ohio
$33K +$5.17K +372 +18%
MFT
281
Moisand Fitzgerald Tamayo
Florida
$31K +$2.26K +163 +8%
TWA
282
TCI Wealth Advisors
Arizona
$31K +$7.01K +505 +29%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$28K +$27.9K +2,007 New
US Bancorp
284
US Bancorp
Minnesota
$26K +$2.4K +173 +10%
PA
285
Parallel Advisors
California
$25K +$4.78K +344 +24%
Acadian Asset Management
286
Acadian Asset Management
Massachusetts
$24K +$24.6K +1,771 New
FAG
287
Fortitude Advisory Group
Washington
$23K +$22.9K +1,649 New
AF
288
Allworth Financial
California
$21K
AIM
289
AHL Investment Management
Florida
$21K +$20.8K +1,500 New
STCOSD
290
Sageworth Trust Company of South Dakota
South Dakota
$21K +$21.7K +1,561 New
IA
291
IFP Advisors
Florida
$20K
ME
292
McIlrath & Eck
Washington
$15K
FPS
293
Fieldpoint Private Securities
Connecticut
$14K +$8.05K +580 +127%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$13K -$171K -12,294 -93%
DFCM
295
Dark Forest Capital Management
Puerto Rico
$13K -$7.62K -549 -36%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$13K +$12.8K +924 +2,888%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$12K +$1.15K +83 +11%
APA
298
American Portfolios Advisors
New York
$10.5K
LC
299
Lindbrook Capital
California
$10K
PHK
300
Point72 Hong Kong
Hong Kong
$10K +$10.4K +748 New

VLY Hedge Fund Activity: Q4 2021 in Review

319 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2021, worth a combined $3.58B — up 3.1% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VLY positions and 30 closed out — a net gain of 20 holders — while 96 added to existing stakes and 106 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $17.8M. The largest seller was Holocene Advisors, cutting an estimated $21.7M.

  • 319 institutional investors held Valley National Bancorp (VLY) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $3.58B of Valley National Bancorp stock for Q4 2021, up 3.1% quarter-over-quarter.
  • 50 funds opened new Valley National Bancorp positions in Q4 2021 and 30 closed out, a net change of +20 holders.
  • The largest Valley National Bancorp buyer in Q4 2021 was Wellington Management Group, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q4 2021 was Holocene Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2021.