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Valley National Bancorp
VLY

Overview Fund Activity

313 hedge funds and large institutions have $3.35B invested in Valley National Bancorp in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
41
Increased
113
Reduced
78
Closed
43
Calls
$3.09M
Puts
$3.66M
Net Calls
-$568K
Net Calls Change
-$4.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$115M
2
BlackRock
BlackRock
New York
$754M
3
State Street
State Street
Massachusetts
$270M
4
Vanguard Group
Vanguard Group
Pennsylvania
$542M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
RBA
Richard Bernstein Advisors
New York
$0
3
Barclays
Barclays
United Kingdom
$7M
4
MPAM
Monarch Partners Asset Management
Massachusetts
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
201
WealthPlan Investment Management
Nebraska
$275K +$275K +22,964 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$272K +$2.68K +206 +1%
SSW
203
Smith Shellnut Wilson
Mississippi
$265K – – –
LG
204
Leuthold Group
Minnesota
$262K – – –
Fidelity Investments
205
Fidelity Investments
Massachusetts
$260K +$249K +19,129 +2,243%
SWA
206
Sax Wealth Advisors
New Jersey
$254K -$1.12K -86 -0.4%
CIC
207
Cornercap Investment Counsel
Georgia
$251K -$8K -614 -3%
SRC
208
Shufro Rose & Co
New York
$247K -$107K -8,200 -30%
BRWA
209
B. Riley Wealth Advisors
Florida
$247K +$235 +18 +0.1%
SDIC
210
South Dakota Investment Council
South Dakota
$246K -$54.7K -4,200 -18%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$237K +$69.5K +5,340 +41%
DTL
212
Dynamic Technology Lab
Singapore
$236K -$936K -71,990 -80%
II
213
Inspire Investing
Idaho
$236K +$1.25K +96 +0.5%
KAS
214
Kestra Advisory Services
Texas
$226K +$2.62K +201 +1%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$222K – – –
CM
216
Caption Management
Oklahoma
$221K +$221K +17,000 New
V
217
Veritable
Delaware
$212K +$741 +57 +0.4%
KPW
218
Kore Private Wealth
New York
$210K – – –
Natixis Advisors
219
Natixis Advisors
Massachusetts
$207K +$207K +15,903 New
Macquarie Group
220
Macquarie Group
Australia
$204K +$6.62K +508,668 +3%
GCM
221
Gables Capital Management
Florida
$203K – – –
PCMC
222
Paragon Capital Management (Colorado)
Colorado
$201K +$6.56K +503 +3%
CB
223
Community Bank
New York
$200K – – –
TCA
224
Transcend Capital Advisors
New Jersey
$195K – – –
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$194K +$40.2K +3,069 +26%
7 8
9
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