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Valley National Bancorp
VLY

Overview Fund Activity

327 hedge funds and large institutions have $2.43B invested in Valley National Bancorp in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-4
Holders Change %
-1.21%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
52
Increased
104
Reduced
112
Closed
55
Calls
$21.2M
Puts
$39.1M
Net Calls
-$17.9M
Net Calls Change
+$16.9M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$135M
2
State Street
State Street
Massachusetts
$189M
3
Goldman Sachs
Goldman Sachs
New York
$34.2M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$15.4M
5
GC
Gillson Capital
Illinois
$11.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$16.6M
2
Capital World Investors
Capital World Investors
California
$0
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Verition Fund Management
Verition Fund Management
Connecticut
$301K
5
TYCC
Texas Yale Capital Corp
Florida
$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$213K +$106K +13,268 +99%
HT
202
Headlands Technologies
Illinois
$212K +$212K +27,343 New
CIM
203
CIM Investment Management
Pennsylvania
$211K – – –
FNT
204
First National Trust
Pennsylvania
$206K – – –
WAM
205
Watershed Asset Management
California
$202K +$4.05K +522 +2%
PMEF
206
Point72 Middle East FZE
United Arab Emirates
$201K +$201K +25,968 New
HCM
207
Highlander Capital Management
New Jersey
$200K +$15.5K +2,000 +8%
SFWC
208
Strategic Family Wealth Counselors
New Jersey
$195K – – –
RA
209
Rodgers & Associates
Pennsylvania
$194K – – –
LA
210
Legacy Advisors
Pennsylvania
$193K +$193K +24,500 New
PAG
211
Private Advisor Group
New Jersey
$191K +$191K +24,705 New
ACM
212
Aquatic Capital Management
Illinois
$188K +$188K +24,300 New
COI
213
Connable Office Inc
Michigan
$186K +$33.4K +4,304 +22%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$183K +$7.49K +967 +4%
BFO
215
Biltmore Family Office
North Carolina
$181K – – –
PCIA
216
Prime Capital Investment Advisors
Kansas
$178K – – –
CFB
217
Cullen/Frost Bankers
Texas
$178K +$77.5K +10,000 +77%
WIM
218
WealthPlan Investment Management
Nebraska
$178K – – –
CW
219
CreativeOne Wealth
Kansas
$177K – – –
UAS
220
United Asset Strategies
New York
$177K +$177K +22,819 New
C
221
Covestor
United Kingdom
$176K +$88.5K +11,450 +101%
Wolverine Trading
222
Wolverine Trading
Illinois
$176K +$176K +22,133 New
SRC
223
Shufro Rose & Co
New York
$174K – – –
DWM
224
Drive Wealth Management
Utah
$174K -$28.2K -3,583 -14%
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$170K -$51K -6,531 -23%
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