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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
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$430K +$6.9K +497 +2%
IA
177
IndexIQ Advisors
New York
$423K -$27.6K -1,986 -6%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$420K +$20.7K +1,492 +5%
BAM
179
Blueshift Asset Management
New Jersey
$418K -$236K -17,015 -36%
BRC
180
Bell Rock Capital
Delaware
$414K +$405K +29,145 New
RA
181
Rodgers & Associates
Pennsylvania
$413K -$34.7K -2,500 -8%
CCM
182
Condor Capital Management
New Jersey
$410K
Truist Financial
183
Truist Financial
North Carolina
$403K +$6.12K +441 +2%
CAN
184
Cetera Advisor Networks
California
$401K +$70.2K +5,053 +21%
KWM
185
Kolinsky Wealth Management
New Jersey
$390K +$394K +28,360 New
Man Group
186
Man Group
United Kingdom
$388K -$13.1K -947 -3%
FNT
187
First National Trust
Pennsylvania
$382K
DWM
188
Doyle Wealth Management
Florida
$376K -$47.2K -3,400 -11%
SRC
189
Shufro Rose & Co
New York
$374K
GW
190
GW & Wade
Massachusetts
$372K
Amundi
191
Amundi
France
$369K +$112K +8,071 +48%
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$359K
SWM
193
SeaCrest Wealth Management
New York
$355K
CGH
194
Crossmark Global Holdings
Texas
$353K
HC
195
Henshaw Capital
Massachusetts
$347K
DCM
196
Dupont Capital Management
Delaware
$344K +$347K +25,005 New
TF
197
TIAA FSB
Florida
$330K -$17.9K -1,288 -5%
HCM
198
Highlander Capital Management
New Jersey
$328K -$125K -9,000 -27%
PP
199
Prudential plc
United Kingdom
$324K -$640K -46,112 -66%
Schroder Investment Management Group
200
Schroder Investment Management Group
United Kingdom
$322K

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.