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Valley National Bancorp

322 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, 100 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-5
Holders Change %
-1.53%
% 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
100
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
176
Tidal Investments
Wisconsin
$306K -$171 -20 -0.1%
PA
177
Profund Advisors
Maryland
$294K -$47K -5,496 -14%
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$292K -$2.2K -257 -0.7%
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$290K +$10.5K +1,229 +4%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$286K +$286K +33,387 New
HSBC Holdings
181
HSBC Holdings
United Kingdom
$275K +$25.6K +2,987 +10%
EI
182
Ethic Inc
New York
$274K +$134K +15,710 +96%
WAOTB
183
Wealth Advisors of Tampa Bay
Florida
$274K +$137K +15,979 +100%
USAA
184
United Services Automobile Association
Texas
$271K +$21.1K +2,470 +8%
PCMC
185
Paragon Capital Management (Colorado)
Colorado
$259K -$8.66K -1,012 -3%
TBA
186
Tower Bridge Advisors
Pennsylvania
$248K -$59.9K -7,000 -19%
KWM
187
Kolinsky Wealth Management
New Jersey
$243K
SWIM
188
Smallwood Wealth Investment Management
New Jersey
$239K
CIM
189
CIM Investment Management
Pennsylvania
$233K
CGH
190
Crossmark Global Holdings
Texas
$231K +$504 +60 +0.2%
NC
191
NinePointTwo Capital
California
$227K +$227K +26,628 New
AA
192
AlphaMark Advisors
Kentucky
$224K +$224K +26,221 New
GC
193
Guggenheim Capital
Illinois
$224K -$73.3K -8,564 -25%
SWA
194
Sax Wealth Advisors
New Jersey
$224K -$13.3K -1,550 -6%
WAM
195
Watershed Asset Management
California
$223K
FNT
196
First National Trust
Pennsylvania
$223K -$5.39K -630 -2%
AGWCA
197
Annis Gardner Whiting Capital Advisors
Florida
$221K +$221K +25,700 New
HCM
198
Highlander Capital Management
New Jersey
$221K
SFWC
199
Strategic Family Wealth Counselors
New Jersey
$215K
RA
200
Rodgers & Associates
Pennsylvania
$214K