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Valley National Bancorp
VLY

Overview Fund Activity

327 hedge funds and large institutions have $2.43B invested in Valley National Bancorp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
104
Reduced
112
Closed
55
Calls
$21.2M
Puts
$39.1M
Net Calls
-$17.9M
Net Calls Change
+$16.9M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$135M
2
State Street
State Street
Massachusetts
$189M
3
Goldman Sachs
Goldman Sachs
New York
$34.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.4M
5
GC
Gillson Capital
Illinois
$11.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Capital World Investors
Capital World Investors
California
$0
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Verition Fund Management
Verition Fund Management
Connecticut
$301K
5
TYCC
Texas Yale Capital Corp
Florida
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
Evergreen Capital Management
Washington
– -$237K -25,646 Closed
B
352
Bailard
California
– -$210K -22,759 Closed
VI
353
Versor Investments
New York
– -$187K -20,234 Closed
PTC
354
Petrus Trust Company
Texas
– -$180K -19,520 Closed
AIM
355
Aigen Investment Management
New York
– -$177K -19,128 Closed
Simplex Trading
356
Simplex Trading
Illinois
– -$166K -18,065 Closed
I
357
InceptionR
California
– -$165K -17,859 Closed
NC
358
NinePointTwo Capital
California
– -$163K -17,689 Closed
TF
359
Tompkins Financial
New York
– -$149K -16,075 Closed
AC
360
AXQ Capital
New Jersey
– -$144K -15,600 Closed
BRWA
361
B. Riley Wealth Advisors
Florida
– -$132K -14,156 Closed
APP
362
Avantax Planning Partners
Iowa
– -$126K -13,589 Closed
JF
363
Jump Financial
Illinois
– -$120K -13,023 Closed
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
– -$119K -12,902 Closed
PPP
365
Private Portfolio Partners
New Jersey
– -$116K -12,500 Closed
1832 Asset Management
366
1832 Asset Management
Ontario, Canada
– -$115K -12,482 Closed
BAM
367
Blueshift Asset Management
New Jersey
– -$107K -11,609 Closed
AA
368
ALPS Advisors
Colorado
– -$94.4K -10,215 Closed
CCM
369
Coldstream Capital Management
Washington
– -$92.5K -10,006 Closed
WTA
370
Washington Trust Advisors
Massachusetts
– -$82.6K -8,936 Closed
BAM
371
Belpointe Asset Management
Nevada
– -$73.8K -7,990 Closed
ECM
372
Estabrook Capital Management
New York
– -$63.1K -6,827 Closed
QL
373
Quarry LP
New York
– -$28.4K -3,070 Closed
IAIM
374
International Assets Investment Management
Florida
– -$22.5K -2,437 Closed
TWA
375
TCI Wealth Advisors
Arizona
– -$20.8K -2,251 Closed
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15
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