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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
Creative Planning
126
Creative Planning
Kansas
$664K +$103K +11,335 +17%
Arrowstreet Capital
127
Arrowstreet Capital
Massachusetts
$662K -$3.51M -387,222 -83%
CRC
128
Curi RMB Capital
Illinois
$642K -$454K -50,000 -40%
TYCC
129
Texas Yale Capital Corp
Florida
$618K -$259K -28,529 -28%
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$611K -$390 -43 -0.1%
TI
131
Trexquant Investment
Connecticut
$606K +$339K +37,331 +111%
Public Employees Retirement Association of Colorado
132
Public Employees Retirement Association of Colorado
Colorado
$600K -$446K -49,121 -41%
IP
133
Ignite Planners
California
$592K +$665K +73,302 New
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$584K +$69.9K +7,709 +13%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$567K -$19.3K -2,132 -3%
HF
136
HRT Financial
New York
$564K +$230K +25,402 +63%
DFG
137
Delta Financial Group
New Jersey
$561K +$594K +65,483 New
SWA
138
Sutton Wealth Advisors
Florida
$542K
X
139
Xponance
Pennsylvania
$528K -$3.85K -424 -0.7%
PA
140
Pinnacle Associates
New York
$526K
SDIC
141
South Dakota Investment Council
South Dakota
$525K -$53.5K -5,900 -9%
VWM
142
Valley Wealth Managers
New Jersey
$516K
GT
143
Greenleaf Trust
Michigan
$504K -$145 -16 -0%
HighTower Advisors
144
HighTower Advisors
Illinois
$499K -$28.5K -3,146 -5%
Squarepoint
145
Squarepoint
New York
$488K -$104K -11,424 -17%
EC
146
EJF Capital
Virginia
$474K -$1.54M -170,147 -75%
CWS
147
Confluence Wealth Services
Pennsylvania
$472K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$471K -$3.16K -348 -0.6%
LTAS
149
Linden Thomas Advisory Services
North Carolina
$459K -$6.23K -687 -1%
KTA
150
Keeley-Teton Advisors
Illinois
$443K

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.