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Valley National Bancorp
VLY

Overview Fund Activity

322 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, 100 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-5
Holders Change %
-1.53%
% 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
100
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$33.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$38M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M
4
Walleye Capital
4
Walleye Capital
New York
$16.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$180M
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$132M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRIG
301
Payden & Rygel Investment Group
California
$4K +$4K +483 New
PR
302
Payden & Rygel
California
$4K +$4K +483 New
BWS
303
Buck Wealth Strategies
Colorado
$3.7K – – –
VCM
304
Versant Capital Management
Arizona
$3.42K +$1.28K +150 +60%
HNB
305
Huntington National Bank
Ohio
$2.5K +$2.5K +292 New
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$2.41K – – –
GWS
307
Glassman Wealth Services
Virginia
$2.19K – – –
SFG
308
Steward Financial Group
Texas
$2K +$2K +247 New
MA
309
Montag & Associates
Georgia
$1.73K – – –
NFSG
310
Newbridge Financial Services Group
Florida
$1.73K +$26 +3 +2%
BSB
311
Bangor Savings Bank
Maine
$1.71K – – –
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.57K – – –
SIC
313
SJS Investment Consulting
Ohio
$959 +$248 +29 +35%
JWA
314
JFS Wealth Advisors
Pennsylvania
$942 -$968 -113 -51%
GAG
315
Goodman Advisory Group
Massachusetts
$856 – – –
BIA
316
Bell Investment Advisors
California
$634 -$1.56K -182 -71%
BAAM
317
Baker Avenue Asset Management
California
$385 – – –
TWP
318
TFO Wealth Partners
Ohio
$372 +$194 +25 +109%
PTC
319
Private Trust Company
Ohio
$214 – – –
CA
320
Crewe Advisors
Utah
$129 +$129 +15 New
NC
321
NewSquare Capital
Pennsylvania
$8 -$1.58K -198 -99%
Boston Partners
322
Boston Partners
Massachusetts
– -$27.1M -3,344,082 Closed
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
– -$15.4M -1,987,509 Closed
MCC
324
Money Concepts Capital
Florida
– -$9.52M -1,227,730 Closed
NIG
325
NFJ Investment Group
Texas
– -$3.94M -508,159 Closed
11 12
13
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