Valley National Bancorp
335 hedge funds and large institutions have $3.41B invested in Valley National Bancorp in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 33 closing their positions.
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
28% more capital invested
Capital invested by funds: $2.66B → $3.41B (+$752M)
4% more funds holding
Funds holding: 323 → 335 (+12)
0.7% more ownership
Funds ownership: 61.1% → 61.8% (+0.7%)
4% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 112
42% less call options, than puts
Call options by funds: $37.2M | Put options by funds: $63.8M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.7M |
| 2 |
BlackRock
New York
|
+$17.2M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$11.3M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$9.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.5M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$24.6M |
| 3 |
GC
Gillson Capital
Chicago,
Illinois
|
-$20.7M |
| 4 |
Walleye Capital
New York
|
-$17.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.7M |
VLY Hedge Fund Activity: Q4 2023 in Review
335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2023, worth a combined $3.41B — up 28% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new VLY positions and 33 closed out — a net gain of 18 holders — while 107 added to existing stakes and 112 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.7M. The largest seller was Wellington Management Group, cutting an estimated $30.5M.
- 335 institutional investors held Valley National Bancorp (VLY) as of Q4 2023, up from 323 in Q3 2023.
- Funds reported $3.41B of Valley National Bancorp stock for Q4 2023, up 28% quarter-over-quarter.
- 51 funds opened new Valley National Bancorp positions in Q4 2023 and 33 closed out, a net change of +18 holders.
- The largest Valley National Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $36.7M added.
- The largest Valley National Bancorp seller in Q4 2023 was Wellington Management Group, an estimated $30.5M sold.
Based on aggregated 13F filings for Q4 2023.