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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
II
176
Inspire Investing
Idaho
$306K -$41.8K -4,612 -11%
TI
177
Tidal Investments
Wisconsin
$306K -$181 -20 -0.1%
PA
178
Profund Advisors
Maryland
$294K -$49.9K -5,496 -14%
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$292K -$2.33K -257 -0.7%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$290K +$11.2K +1,229 +4%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$286K +$303K +33,387 New
HSBC Holdings
182
HSBC Holdings
United Kingdom
$275K +$27.1K +2,987 +10%
EI
183
Ethic Inc
New York
$274K +$143K +15,710 +96%
WAOTB
184
Wealth Advisors of Tampa Bay
Florida
$274K +$145K +15,979 +100%
USAA
185
United Services Automobile Association
Texas
$271K +$22.4K +2,470 +8%
PCMC
186
Paragon Capital Management (Colorado)
Colorado
$259K -$9.18K -1,012 -3%
TBA
187
Tower Bridge Advisors
Pennsylvania
$248K -$63.5K -7,000 -19%
KWM
188
Kolinsky Wealth Management
New Jersey
$243K
SWIM
189
Smallwood Wealth Investment Management
New Jersey
$239K
CIM
190
CIM Investment Management
Pennsylvania
$233K
CGH
191
Crossmark Global Holdings
Texas
$231K +$544 +60 +0.2%
NC
192
NinePointTwo Capital
California
$227K +$242K +26,628 New
AA
193
AlphaMark Advisors
Kentucky
$224K +$238K +26,221 New
GC
194
Guggenheim Capital
Illinois
$224K -$77.7K -8,564 -25%
SWA
195
Sax Wealth Advisors
New Jersey
$224K -$14.1K -1,550 -6%
WAM
196
Watershed Asset Management
California
$223K
FNT
197
First National Trust
Pennsylvania
$223K -$5.72K -630 -2%
AGWCA
198
Annis Gardner Whiting Capital Advisors
Florida
$221K +$233K +25,700 New
HCM
199
Highlander Capital Management
New Jersey
$221K
SFWC
200
Strategic Family Wealth Counselors
New Jersey
$215K

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.