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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
FAM
301
Flaharty Asset Management
Florida
$4.94K +$5.24K +577 New
PR
302
Payden & Rygel
California
$4K +$4.38K +483 New
PRIG
303
Payden & Rygel Investment Group
California
$4K +$4.38K +483 New
BWS
304
Buck Wealth Strategies
Colorado
$3.7K
VCM
305
Versant Capital Management
Arizona
$3.42K +$1.36K +150 +60%
HNB
306
Huntington National Bank
Ohio
$2.5K +$2.65K +292 New
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$2.41K
GWS
308
Glassman Wealth Services
Virginia
$2.19K
SFG
309
Steward Financial Group
Texas
$2K +$2.24K +247 New
MA
310
Montag & Associates
Georgia
$1.73K
NFSG
311
Newbridge Financial Services Group
Florida
$1.73K +$27 +3 +2%
BSB
312
Bangor Savings Bank
Maine
$1.71K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.57K
SIC
314
SJS Investment Consulting
Ohio
$959 +$263 +29 +35%
JWA
315
JFS Wealth Advisors
Pennsylvania
$942 -$1.02K -113 -51%
GAG
316
Goodman Advisory Group
Massachusetts
$856
BIA
317
Bell Investment Advisors
California
$634 -$1.65K -182 -71%
BAAM
318
Baker Avenue Asset Management
California
$385
TWP
319
TFO Wealth Partners
Ohio
$372 +$227 +25 +109%
PTC
320
Private Trust Company
Ohio
$214
CA
321
Crewe Advisors
Utah
$129 +$136 +15 New
NC
322
NewSquare Capital
Pennsylvania
$8 -$1.8K -198 -99%
Boston Partners
323
Boston Partners
Massachusetts
-$27.1M -3,344,082 Closed
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
-$15.4M -1,987,509 Closed
MCC
325
Money Concepts Capital
Florida
-$9.52M -1,227,730 Closed

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.