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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.

New
Increased
Maintained
Reduced
Closed

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: 22 (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: 328323 (-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

Holders
323
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
101
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$4.88M +$3.56M +392,244 +221%
UBS AM
52
UBS AM
Illinois
$4.87M +$267K +29,426 +5%
Rafferty Asset Management
53
Rafferty Asset Management
New York
$4.62M -$3.7M -407,451 -43%
CS
54
Credit Suisse
Switzerland
$4.6M -$20.7K -2,282 -0.4%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$4.56M -$98K -10,804 -2%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.54M +$453K +49,939 +10%
Jane Street
57
Jane Street
New York
$4.36M +$3.29M +362,358 +247%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$4.08M -$278K -30,610 -6%
MCM
59
Maltese Capital Management
New York
$4.07M -$254K -28,000 -6%
MIM
60
MetLife Investment Management
New Jersey
$3.97M -$75.8K -8,356 -2%
CIC
61
Crawford Investment Counsel
Georgia
$3.85M -$751K -82,820 -16%
SCP
62
Steamboat Capital Partners
New York
$3.5M +$68.8K +7,588 +2%
HC
63
Hourglass Capital
Texas
$3.45M +$27.2K +3,000 +0.8%
TPSF
64
Texas Permanent School Fund
Texas
$3.1M -$81.7K -9,009 -2%
PMG
65
ProVise Management Group
Florida
$2.81M
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.64M +$11.3K +1,246 +0.4%
UBS Group
67
UBS Group
Switzerland
$2.64M +$1.71M +187,917 +156%
Prudential Financial
68
Prudential Financial
New Jersey
$2.63M -$6.48M -714,716 -70%
GF
69
Gabelli Funds
New York
$2.56M
Comerica Bank
70
Comerica Bank
Texas
$2.5M +$553K +60,898 +26%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$2.45M +$1.5M +165,322 +137%
MOACM
72
Mutual of America Capital Management
New York
$2.37M -$276K -30,371 -10%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.34M -$460K -50,692 -16%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$2.31M -$31.8K -3,500 -1%
Canada Life
75
Canada Life
Manitoba, Canada
$2.24M +$103K +11,317 +5%

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.