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Valley National Bancorp

319 hedge funds and large institutions have $3.58B invested in Valley National Bancorp in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 106 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more call options, than puts

Call options by funds: $4.17M | Put options by funds: $535K

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

4% more funds holding

Funds holding: 307319 (+12)

3% more capital invested

Capital invested by funds: $3.47B → $3.58B (+$107M)

0.03% more ownership

Funds ownership: 64.08%64.11% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 106

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
96
Reduced
106
Closed
30
Calls
$4.17M
Puts
$535K
Net Calls
+$3.63M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$969K +$62.5K +4,503 +7%
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$961K +$489K +35,200 +102%
LPL Financial
128
LPL Financial
California
$943K +$122K +8,779 +15%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$928K +$4.07K +293 +0.4%
ECM
130
ExodusPoint Capital Management
New York
$921K -$2.27M -163,516 -71%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$880K
OQS
132
Occudo Quantitative Strategies
Florida
$846K -$443K -31,931 -34%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$845K
SO
134
STRS Ohio
Ohio
$838K
X
135
Xponance
Pennsylvania
$831K -$3.89K -280 -0.5%
Voloridge Investment Management
136
Voloridge Investment Management
Florida
$826K -$1.29M -92,892 -61%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$809K -$48.5K -3,495 -6%
PCM
138
Prelude Capital Management
New York
$798K -$897K -64,576 -53%
SWIM
139
Smallwood Wealth Investment Management
New Jersey
$780K +$787K +56,715 New
HSBC Holdings
140
HSBC Holdings
United Kingdom
$760K +$197K +14,209 +35%
CWS
141
Confluence Wealth Services
Pennsylvania
$758K +$766K +55,174 New
Victory Capital Management
142
Victory Capital Management
Texas
$716K -$21.9K -1,575 -3%
TBA
143
Tower Bridge Advisors
Pennsylvania
$715K -$194K -14,000 -21%
FWM
144
Foresight Wealth Management
Utah
$710K +$13.1K +947 +2%
Squarepoint
145
Squarepoint
New York
$697K +$87.4K +6,294 +14%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$688K -$597K -43,000 -46%
NSEDCP
147
NJ State Employees Deferred Compensation Plan
New Jersey
$682K
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$671K +$124K +8,915 +22%
KWM
149
Kingsview Wealth Management
Oregon
$669K -$6.76K -487 -1%
SPIA
150
Steward Partners Investment Advisory
New York
$663K +$144K +10,387 +27%

VLY Hedge Fund Activity: Q4 2021 in Review

319 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2021, worth a combined $3.58B — up 3.1% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VLY positions and 30 closed out — a net gain of 20 holders — while 96 added to existing stakes and 106 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $17.8M. The largest seller was Holocene Advisors, cutting an estimated $21.7M.

  • 319 institutional investors held Valley National Bancorp (VLY) as of Q4 2021, up from 307 in Q3 2021.
  • Funds reported $3.58B of Valley National Bancorp stock for Q4 2021, up 3.1% quarter-over-quarter.
  • 50 funds opened new Valley National Bancorp positions in Q4 2021 and 30 closed out, a net change of +20 holders.
  • The largest Valley National Bancorp buyer in Q4 2021 was Wellington Management Group, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q4 2021 was Holocene Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2021.