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Valley National Bancorp
VLY

Overview Fund Activity

334 hedge funds and large institutions have $3.41B invested in Valley National Bancorp in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+12
Holders Change %
+3.73%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
107
Reduced
112
Closed
33
Calls
$37.2M
Puts
$63.8M
Net Calls
-$26.6M
Net Calls Change
+$3.29M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.7M
2
BlackRock
BlackRock
New York
$701M
3
State Street
State Street
Massachusetts
$247M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$270M
5
American Century Companies
American Century Companies
Missouri
$153M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$11.3M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$137M
3
GC
Gillson Capital
Illinois
$0
4
Walleye Capital
Walleye Capital
New York
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
301
Lindbrook Capital
California
$17.6K -$15.5K -1,423 -47%
PS
302
Principal Securities
Iowa
$17.1K +$17.1K +1,579 New
BTI
303
Blue Trust Inc
Georgia
$14K +$6.65K +758 +90%
GJIA
304
Glass Jacobson Investment Advisors
Maryland
$12.9K – – –
ME
305
McIlrath & Eck
Washington
$12.1K – – –
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$10.9K +$141 +13 +1%
GPFA
307
Game Plan Financial Advisors
Ohio
$10.9K +$10.9K +1,000 New
AF
308
Allworth Financial
California
$10.2K +$76 +7 +0.7%
AAP
309
Arax Advisory Partners
Colorado
$6.07K -$1.34K -123 -18%
JWA
310
JFS Wealth Advisors
Pennsylvania
$4.19K +$3K +276 +251%
PR
311
Payden & Rygel
California
$4K – – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$3.36K +$293 +27 +10%
VCM
313
Versant Capital Management
Arizona
$2.64K -$1.71K -157 -39%
GWS
314
Glassman Wealth Services
Virginia
$2.54K -$239 -22 -9%
NFSG
315
Newbridge Financial Services Group
Florida
$2.22K +$22 +2 +1%
MA
316
Montag & Associates
Georgia
$2.19K – – –
BSB
317
Bangor Savings Bank
Maine
$2.17K – – –
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.99K – – –
NMM
319
Naples Money Management
Florida
$1.96K +$1.96K +180 New
PWMG
320
Private Wealth Management Group
New Jersey
$1.93K +$1.93K +178 New
AT
321
Arlington Trust
Alabama
$1.77K +$1.77K +163 New
SIC
322
SJS Investment Consulting
Ohio
$1.23K +$11 +1 +0.9%
GAG
323
Goodman Advisory Group
Massachusetts
$1.09K – – –
VNA
324
Valley National Advisers
Pennsylvania
$1K +$1K +120 New
AW
325
Avion Wealth
Texas
$1K +$1K +124 New
11 12
13
14 15