Valley National Bancorp
VLY
328 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.
1.26% more ownership
Funds ownership: 60.43% → 61.68% (+1.3%)
5% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 55
7% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 112
1% less funds holding
Funds holding: 332 → 328 (-4)
14% less capital invested
Capital invested by funds: $2.83B → $2.43B (-$403M)
46% less call options, than puts
Call options by funds: $21.2M | Put options by funds: $39.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$28M |
| 2 |
State Street
Boston,
Massachusetts
|
+$23.9M |
| 3 |
Goldman Sachs
New York
|
+$16.9M |
| 4 |
Rockefeller Capital Management
New York
|
+$15.8M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$58.1M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$21.9M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$17.1M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$11.6M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$10.4M |
VLY Hedge Fund Activity: Q2 2023 in Review
328 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2023, worth a combined $2.43B — down 14% from $2.83B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of VLY and 52 opened new positions — a net loss of 3 holders — while 112 trimmed existing stakes and 104 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $28M. The largest seller was Wellington Management Group, cutting an estimated $58.1M.
- 328 institutional investors held Valley National Bancorp (VLY) as of Q2 2023, down from 332 in Q1 2023.
- Funds reported $2.43B of Valley National Bancorp stock for Q2 2023, down 14% quarter-over-quarter.
- 52 funds opened new Valley National Bancorp positions in Q2 2023 and 55 closed out, a net change of -3 holders.
- The largest Valley National Bancorp buyer in Q2 2023 was Fuller & Thaler Asset Management, an estimated $28M added.
- The largest Valley National Bancorp seller in Q2 2023 was Wellington Management Group, an estimated $58.1M sold.
Based on aggregated 13F filings for Q2 2023.