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Valley National Bancorp
VLY

Overview Fund Activity

331 hedge funds and large institutions have $2.83B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-13
Holders Change %
-3.78%
% of All Funds
5.3%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
120
Reduced
101
Closed
48
Calls
$9.96M
Puts
$44.7M
Net Calls
-$34.7M
Net Calls Change
-$34.8M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$128M
2
State Street
2
State Street
Massachusetts
$197M
3
Macquarie Group
3
Macquarie Group
Australia
$173M
4
BlackRock
4
BlackRock
New York
$590M
5
LI
5
Leeward Investments
Massachusetts
$13.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$21.9M
2
Millennium Management
2
Millennium Management
New York
$0
3
NI
3
Nuance Investments
Missouri
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.3M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Gibson Capital
Pennsylvania
$310K – – –
TSS
177
Two Sigma Securities
New York
$307K +$307K +33,218 New
FCH
178
Freestone Capital Holdings
Washington
$300K +$18.4K +1,989 +7%
Fidelity Investments
179
Fidelity Investments
Massachusetts
$299K +$196K +21,207 +189%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$297K +$4.79K +518 +2%
TRCT
181
Tower Research Capital (TRC)
New York
$290K +$78.6K +8,519 +37%
PGFC
182
Peapack-Gladstone Financial Corp
New Jersey
$280K +$36.9K +3,728 +15%
KWM
183
Kolinsky Wealth Management
New Jersey
$277K +$148 +16 +0.1%
II
184
Inspire Investing
Idaho
$274K +$80.8K +8,747 +42%
HSBC Holdings
185
HSBC Holdings
United Kingdom
$269K -$6.25K -676 -2%
KCFA
186
Key Client Fiduciary Advisors
New Jersey
$267K +$55 +6 +0%
HighTower Advisors
187
HighTower Advisors
Illinois
$263K -$37.6K -4,056 -13%
SWIM
188
Smallwood Wealth Investment Management
New Jersey
$258K -$266K -28,800 -51%
CGH
189
Crossmark Global Holdings
Texas
$253K – – –
CIM
190
CIM Investment Management
Pennsylvania
$251K -$113K -12,204 -31%
USAA
191
United Services Automobile Association
Texas
$247K -$170K -18,402 -41%
FNT
192
First National Trust
Pennsylvania
$246K – – –
SWA
193
Sax Wealth Advisors
New Jersey
$243K +$2.12K +229 +0.9%
DWM
194
Drive Wealth Management
Utah
$241K -$32.6K -3,487 -12%
VIA
195
Virtus Investment Advisers
Connecticut
$240K -$9.37K -1,014 -4%
ECM
196
Evergreen Capital Management
Washington
$237K +$237K +25,646 New
CWA
197
CM Wealth Advisors
Ohio
$237K +$237K +27,632 New
WAM
198
Watershed Asset Management
California
$236K +$236K +25,503 New
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$232K – – –
RA
200
Rodgers & Associates
Pennsylvania
$231K – – –
6 7
8
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