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Valley National Bancorp
VLY

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: 307 → 319 (+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: 1 → 1 (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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.8M
2
BlackRock
BlackRock
New York
+$11.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.34M
4
American Century Companies
American Century Companies
Missouri
+$8.69M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8.08M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$21.7M
2
Principal Financial Group
Principal Financial Group
Iowa
-$9.79M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$7.91M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$7.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
201
South Dakota Investment Council
South Dakota
$318K – – –
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$316K -$2.57K -185 -0.8%
AIM
203
Aigen Investment Management
New York
$310K +$318K +22,926 New
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$304K -$119K -8,555 -28%
FMBTD
205
First Midwest Bank Trust Division
Illinois
$302K – – –
MC
206
Moors & Cabot
Massachusetts
$300K – – –
SCM
207
Shelton Capital Management
Colorado
$296K -$28.5K -2,051 -9%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$285K +$3.51K +253 +1%
SSW
209
Smith Shellnut Wilson
Mississippi
$280K – – –
Mackenzie Financial
210
Mackenzie Financial
Ontario, Canada
$279K -$49.2K -3,544 -15%
LG
211
Leuthold Group
Minnesota
$277K -$3.17K -228 -1%
CIC
212
Cornercap Investment Counsel
Georgia
$273K – – –
ICM
213
IMS Capital Management
Oregon
$272K +$275K +19,800 New
SWA
214
Sax Wealth Advisors
New Jersey
$270K +$21.5K +1,546 +9%
MWM
215
Modera Wealth Management
New Jersey
$264K +$267K +19,215 New
SWM
216
Spire Wealth Management
Virginia
$261K +$92K +6,623 +54%
BRWA
217
B. Riley Wealth Advisors
Florida
$260K -$69 -5 -0%
JG
218
Jefferies Group
New York
$254K +$2.48K +179 +1%
II
219
Inspire Investing
Idaho
$248K +$3.89K +280 +2%
KAS
220
Kestra Advisory Services
Texas
$236K -$4.55M -328,047 -95%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$235K -$6.76K -487 -3%
SAM
222
Shell Asset Management
Netherlands
$227K +$736 +53 +0.3%
PP
223
Paloma Partners
Connecticut
$224K +$226K +16,255 New
V
224
Veritable
Delaware
$224K +$226K +16,261 New
KPW
225
Kore Private Wealth
New York
$221K -$11.9K -856 -5%
7 8
9
10 11

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.