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Valley National Bancorp
VLY

332 hedge funds and large institutions have $2.83B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 101

2.03% more ownership

Funds ownership: 58.4% → 60.43% (+2%)

4% less funds holding

Funds holding: 345 → 332 (-13)

9% less capital invested

Capital invested by funds: $3.11B → $2.83B (-$279M)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

78% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $44.7M

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
332
Holders Change
-13
Holders Change %
-3.77%
% of All Funds
5.29%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
120
Reduced
101
Closed
48
Calls
$9.96M
Puts
$44.7M
Net Calls
-$34.7M
Net Calls Change
-$34.8M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$101M
2
State Street
State Street
Massachusetts
+$26.6M
3
Macquarie Group
Macquarie Group
Australia
+$21.5M
4
BlackRock
BlackRock
New York
+$17.5M
5
LI
Leeward Investments
Massachusetts
+$16.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$34.5M
2
Millennium Management
Millennium Management
New York
-$28.5M
3
NI
Nuance Investments
Missouri
-$27.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$11.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
376
Meeder Asset Management
Ohio
– -$3.62K -320 Closed
SC
377
SouthState Corp
Florida
– -$2.26K -200 Closed
PTC
378
Private Trust Company
Ohio
– -$1K -66 Closed
ANBT
379
American National Bank & Trust
Texas
– -$1K -30 Closed
12 13 14 15
16

VLY Hedge Fund Activity: Q1 2023 in Review

332 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2023, worth a combined $2.83B — down 9% from $3.11B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of VLY and 40 opened new positions — a net loss of 8 holders — while 101 trimmed existing stakes and 120 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $101M. The largest seller was Capital World Investors, cutting an estimated $34.5M.

  • 332 institutional investors held Valley National Bancorp (VLY) as of Q1 2023, down from 345 in Q4 2022.
  • Funds reported $2.83B of Valley National Bancorp stock for Q1 2023, down 9% quarter-over-quarter.
  • 40 funds opened new Valley National Bancorp positions in Q1 2023 and 48 closed out, a net change of -8 holders.
  • The largest Valley National Bancorp buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $101M added.
  • The largest Valley National Bancorp seller in Q1 2023 was Capital World Investors, an estimated $34.5M sold.

Based on aggregated 13F filings for Q1 2023.