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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
RA
201
Rodgers & Associates
Pennsylvania
$214K
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$213K +$11.2K +1,236 +5%
LA
203
Legacy Advisors
Pennsylvania
$212K
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$211K
GAM
205
Gotham Asset Management
New York
$208K -$29.4K -3,241 -12%
COI
206
Connable Office Inc
Michigan
$205K
BFO
207
Biltmore Family Office
North Carolina
$200K
GW
208
GW & Wade
Massachusetts
$197K +$33.2K +3,658 +19%
CFB
209
Cullen/Frost Bankers
Texas
$197K
PCIA
210
Prime Capital Investment Advisors
Kansas
$197K
WIM
211
WealthPlan Investment Management
Nebraska
$197K
C
212
Covestor
United Kingdom
$196K +$1.46K +161 +0.7%
SRC
213
Shufro Rose & Co
New York
$193K
SM
214
Sciencast Management
New Jersey
$192K +$203K +22,422 New
Verition Fund Management
215
Verition Fund Management
Connecticut
$184K -$156K -17,239 -44%
BMCM
216
Bryn Mawr Capital Management
Pennsylvania
$177K +$187K +20,627 New
Fidelity Investments
217
Fidelity Investments
Massachusetts
$176K +$33.7K +3,710 +22%
FCH
218
Freestone Capital Holdings
Washington
$175K -$109K -12,011 -37%
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$173K -$13.3K -1,470 -7%
SCM
220
Shelton Capital Management
Colorado
$168K -$17.2K -1,892 -9%
PAG
221
Private Advisor Group
New Jersey
$167K -$46.9K -5,168 -21%
JMPWA
222
JP Morgan Private Wealth Advisors
California
$159K +$30.8K +3,399 +22%
KAS
223
Kestra Advisory Services
Texas
$151K +$953 +105 +0.6%
TRCT
224
Tower Research Capital (TRC)
New York
$150K -$216K -23,850 -58%
MWM
225
Modera Wealth Management
New Jersey
$148K

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.