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.
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: 2 → 2 (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: 328 → 323 (-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
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$30.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.9M |
| 4 |
Walleye Capital
New York
|
+$14.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$30.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$27.1M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$18.1M |
| 4 |
Goldman Sachs
New York
|
-$16M |
| 5 |
Rockefeller Capital Management
New York
|
-$15.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
351
Spire Wealth Management
Mclean,
Virginia
| – | -$95.6K | -12,332 | Closed |
|
352
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$86.5K | -11,167 | Closed |
|
|
ZIM
353
Zacks Investment Management
Chicago,
Illinois
| – | -$82.7K | -10,666 | Closed |
|
|
CIAS
354
CFS Investment Advisory Services
Totowa,
New Jersey
| – | -$80K | -10,339 | Closed |
|
|
HIA
355
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$38.4K | -4,951 | Closed |
|
|
PFBT
356
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$30.5K | -3,929 | Closed |
|
|
CG
357
Cutler Group
San Francisco,
California
| – | -$27.7K | -3,048 | Closed |
|
|
ETC
358
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$8.21K | -1,059 | Closed |
|
|
PFPT
359
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$1.25K | -161 | Closed |
|
|
DI
360
Disciplined Investments
Tulsa,
Oklahoma
| – | -$651 | -84 | 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.