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Valley National Bancorp

307 hedge funds and large institutions have $3.47B invested in Valley National Bancorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.05M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 288307 (+19)

0.01% more ownership

Funds ownership: 64.07%64.08% (+0.01%)

0% less capital invested

Capital invested by funds: $3.48B → $3.47B (-$9.27M)

Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
99
Reduced
85
Closed
21
Calls
$2.84M
Puts
$1.05M
Net Calls
+$1.79M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
201
Schroder Investment Management Group
United Kingdom
$312K
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$308K -$30.2K -2,337 -9%
SDIC
203
South Dakota Investment Council
South Dakota
$307K
Group One Trading
204
Group One Trading
Illinois
$299K -$493K -38,200 -63%
FMBTD
205
First Midwest Bank Trust Division
Illinois
$292K -$61.1K -4,730 -18%
MC
206
Moors & Cabot
Massachusetts
$290K
Walleye Trading
207
Walleye Trading
New York
$279K +$271K +20,945 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$272K +$264K +20,445 New
LG
209
Leuthold Group
Minnesota
$271K
SSW
210
Smith Shellnut Wilson
Mississippi
$271K
CIC
211
Cornercap Investment Counsel
Georgia
$265K +$92K +7,123 +56%
BRWA
212
B. Riley Wealth Advisors
Florida
$252K +$6.6K +511 +3%
Osaic Holdings
213
Osaic Holdings
Arizona
$250K -$19.4K -1,500 -7%
JG
214
Jefferies Group
New York
$244K +$95.6K +7,398 +68%
SWA
215
Sax Wealth Advisors
New Jersey
$240K +$1.12K +87 +0.5%
SSA
216
Schonfeld Strategic Advisors
New York
$236K +$229K +17,700 New
II
217
Inspire Investing
Idaho
$236K +$229K +17,754 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$234K +$23.6K +1,829 +12%
PP
219
PDT Partners
New York
$230K +$223K +17,300 New
KPW
220
Kore Private Wealth
New York
$226K -$65 -5 -0%
Amundi
221
Amundi
France
$223K
SAM
222
Shell Asset Management
Netherlands
$219K -$9.04K -700 -4%
WAOTB
223
Wealth Advisors of Tampa Bay
Florida
$213K
GCM
224
Gables Capital Management
Florida
$208K
TCA
225
Transcend Capital Advisors
New Jersey
$208K

VLY Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2021, worth a combined $3.47B — down 0.27% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 21 closed out — a net gain of 24 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $12.4M. The largest seller was State Street, cutting an estimated $23.2M.

  • 307 institutional investors held Valley National Bancorp (VLY) as of Q3 2021, up from 288 in Q2 2021.
  • Funds reported $3.47B of Valley National Bancorp stock for Q3 2021, down 0.27% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q3 2021 and 21 closed out, a net change of +24 holders.
  • The largest Valley National Bancorp buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $12.4M added.
  • The largest Valley National Bancorp seller in Q3 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.