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Valley National Bancorp
VLY

Overview Fund Activity

322 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, 100 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-5
Holders Change %
-1.53%
% 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
100
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$33.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$38M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M
4
Walleye Capital
4
Walleye Capital
New York
$16.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.7M

Top Sellers

1
State Street
1
State Street
Massachusetts
$180M
2
Boston Partners
2
Boston Partners
Massachusetts
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$132M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$213K +$10.6K +1,236 +5%
LA
202
Legacy Advisors
Pennsylvania
$212K – – –
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$211K – – –
GAM
204
Gotham Asset Management
New York
$208K -$27.7K -3,241 -12%
COI
205
Connable Office Inc
Michigan
$205K – – –
BFO
206
Biltmore Family Office
North Carolina
$200K – – –
GW
207
GW & Wade
Massachusetts
$197K +$31.3K +3,658 +19%
CFB
208
Cullen/Frost Bankers
Texas
$197K – – –
PCIA
209
Prime Capital Investment Advisors
Kansas
$197K – – –
WIM
210
WealthPlan Investment Management
Nebraska
$197K – – –
C
211
Covestor
United Kingdom
$196K +$1.38K +161 +0.7%
SRC
212
Shufro Rose & Co
New York
$193K – – –
SM
213
Sciencast Management
New Jersey
$192K +$192K +22,422 New
Verition Fund Management
214
Verition Fund Management
Connecticut
$184K -$148K -17,239 -44%
BMCM
215
Bryn Mawr Capital Management
Pennsylvania
$177K +$177K +20,627 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$176K +$31.8K +3,710 +22%
FCH
217
Freestone Capital Holdings
Washington
$175K -$103K -12,011 -37%
PGFC
218
Peapack-Gladstone Financial Corp
New Jersey
$173K -$12.5K -1,470 -7%
SCM
219
Shelton Capital Management
Colorado
$168K -$16.2K -1,892 -9%
PAG
220
Private Advisor Group
New Jersey
$167K -$44.2K -5,168 -21%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$159K +$29.1K +3,399 +22%
KAS
222
Kestra Advisory Services
Texas
$151K +$899 +105 +0.6%
TRCT
223
Tower Research Capital (TRC)
New York
$150K -$204K -23,850 -58%
MWM
224
Modera Wealth Management
New Jersey
$148K – – –
S
225
SignatureFD
Georgia
$147K +$9.43K +1,102 +7%
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