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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
KFI
276
Key Financial Inc
Pennsylvania
$47K
Amundi
277
Amundi
France
$40.9K -$1.94K -214 -4%
PA
278
Parallel Advisors
California
$40.8K +$8.28K +913 +24%
ADL
279
Asset Dedication LLC
California
$40K
FFA
280
Farther Finance Advisors
California
$37.6K -$146K -16,101 -79%
SSB
281
Sandy Spring Bank
Maryland
$37.5K
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$36K +$1.71K +188 +5%
EWA
283
EverSource Wealth Advisors
Alabama
$34K -$21.3K -2,351 -37%
Nomura Asset Management
284
Nomura Asset Management
Japan
$30.8K
FIA
285
FNY Investment Advisers
New York
$27K
NF
286
Norwood Financial
Pennsylvania
$27K
IA
287
IFP Advisors
Florida
$26.8K -$11.4K -1,254 -29%
AAM
288
Advisors Asset Management
Colorado
$26.3K -$19.3K -2,130 -41%
LC
289
Lindbrook Capital
California
$26.1K +$4.39K +484 +19%
BWP
290
Baldwin Wealth Partners
Massachusetts
$25.7K
GRP
291
Global Retirement Partners
California
$20.8K +$23.7K +2,610 +7,250%
MFT
292
Moisand Fitzgerald Tamayo
Florida
$19.6K +$18 +2 +0.1%
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$10.1K
ME
294
McIlrath & Eck
Washington
$9.57K
TAM
295
Tucker Asset Management
Colorado
$8.56K +$9.07K +1,000 New
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$8.51K +$127 +14 +1%
AF
297
Allworth Financial
California
$8K +$1.52K +168 +22%
BTI
298
Blue Trust Inc
Georgia
$7K +$2.88K +318 +61%
AAP
299
Arax Advisory Partners
Colorado
$5.84K
PVH
300
Psagot Value Holdings
Israel
$5K -$4.14K -456 -44%

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.