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Valley National Bancorp
VLY

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
335
Holders Change
+12
Holders Change %
+3.72%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
107
Reduced
112
Closed
33
Calls
$37.2M
Puts
$63.8M
Net Calls
-$26.6M
Net Calls Change
+$3.29M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$36.7M
2
BlackRock
BlackRock
New York
+$17.2M
3
State Street
State Street
Massachusetts
+$15.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.3M
5
American Century Companies
American Century Companies
Missouri
+$9.37M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.5M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$24.6M
3
GC
Gillson Capital
Illinois
-$20.7M
4
Walleye Capital
Walleye Capital
New York
-$17.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$1.31M +$897 +100 +0.1%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$1.3M +$4.49K +500 +0.4%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$1.3M -$8.97K -1,000 -0.8%
Axa
104
Axa
France
$1.21M +$134K +14,900 +15%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$1.21M +$996K +111,006 New
VanEck Associates
106
VanEck Associates
New York
$1.17M +$968K +107,881 New
SOMRS
107
State of Michigan Retirement System
Michigan
$1.11M +$2.69K +300 +0.3%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$1.09M +$52K +5,792 +6%
PCA
109
PL Capital Advisors
Florida
$1.09M – – –
CRC
110
Curi RMB Capital
Illinois
$1.09M +$224K +25,000 +33%
MCA
111
Mendon Capital Advisors
Florida
$1.09M +$897K +100,000 New
AA
112
ALPS Advisors
Colorado
$1.09M -$54.9K -6,124 -6%
Creative Planning
113
Creative Planning
Kansas
$1.03M +$156K +17,440 +22%
NMIMC
114
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M +$2.72K +303 +0.3%
COPPSERS
115
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.02M +$69.5K +7,751 +9%
ProShare Advisors
116
ProShare Advisors
Maryland
$1.02M +$133K +14,793 +19%
First Manhattan
117
First Manhattan
New York
$991K -$238K -26,494 -23%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$987K -$11.7K -1,300 -1%
TRCT
119
Tower Research Capital (TRC)
New York
$981K +$653K +72,802 +416%
STA
120
Summit Trail Advisors
New York
$976K +$807K +89,899 New
CC
121
Centiva Capital
New York
$955K +$789K +87,928 New
Mariner
122
Mariner
Kansas
$950K -$301K -33,561 -28%
NMERB
123
New Mexico Educational Retirement Board
New Mexico
$933K – – –
FCA
124
FLC Capital Advisors
California
$923K – – –
ICM
125
Ionic Capital Management
New York
$869K +$269K +30,000 +60%
3 4
5
6 7

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.