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Valley National Bancorp

288 hedge funds and large institutions have $3.48B invested in Valley National Bancorp in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $959K

3% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 34

0% more funds holding

Funds holding: 288288 (0)

0.16% less ownership

Funds ownership: 64.23%64.07% (-0.16%)

2% less capital invested

Capital invested by funds: $3.57B → $3.48B (-$86M)

19% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 99

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
288
Holders Change
Holders Change %
0%
% of All Funds
5.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
80
Reduced
99
Closed
34
Calls
$2.9M
Puts
$959K
Net Calls
+$1.94M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$744M -$16.9M -1,210,397 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M +$17M +1,215,120 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$306M -$3.33M -238,119 -1%
State Street
4
State Street
Massachusetts
$281M +$33.9M +2,428,734 +13%
Macquarie Group
5
Macquarie Group
Australia
$197M -$767K -54,918 -0.4%
American Century Companies
6
American Century Companies
Missouri
$140M +$5.51M +394,903 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$103M +$5.26M +376,787 +5%
Northern Trust
8
Northern Trust
Illinois
$90M +$739K +52,933 +0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$73.7M +$306K +21,891 +0.4%
Capital World Investors
10
Capital World Investors
California
$61.3M
NI
11
Nuance Investments
Missouri
$46.3M -$26.8M -1,915,752 -36%
Charles Schwab
12
Charles Schwab
California
$46.1M +$1.04M +74,142 +2%
Norges Bank
13
Norges Bank
Norway
$45.4M +$3.01M +215,589 +7%
Boston Partners
14
Boston Partners
Massachusetts
$40.1M -$146K -10,477 -0.3%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$39.8M +$13.2M +945,342 +47%
Citadel Advisors
16
Citadel Advisors
Florida
$28.3M +$29.4M +2,106,104 New
Principal Financial Group
17
Principal Financial Group
Iowa
$28.2M +$9.71M +695,150 +49%
N
18
Nuveen
North Carolina
$27.9M +$1.76M +126,173 +6%
Goldman Sachs
19
Goldman Sachs
New York
$27.4M +$10.3M +734,439 +56%
Morgan Stanley
20
Morgan Stanley
New York
$26.4M +$8.68M +621,791 +46%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$22.3M -$6.62M -474,169 -22%
CIC
22
Crawford Investment Counsel
Georgia
$21M -$6.74M -482,423 -24%
TYCC
23
Texas Yale Capital Corp
Florida
$20.4M -$943K -67,500 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$19.7M -$4.02M -287,826 -16%
Holocene Advisors
25
Holocene Advisors
New York
$19.7M +$2.27M +162,281 +12%

VLY Hedge Fund Activity: Q2 2021 in Review

288 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2021, worth a combined $3.48B — down 2.4% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VLY positions and 34 closed out — a net gain of 1 holder — while 80 added to existing stakes and 99 trimmed.

The largest buyer was State Street, adding an estimated $33.9M. The largest seller was Nuance Investments, cutting an estimated $26.8M.

  • 288 institutional investors held Valley National Bancorp (VLY) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $3.48B of Valley National Bancorp stock for Q2 2021, down 2.4% quarter-over-quarter.
  • 35 funds opened new Valley National Bancorp positions in Q2 2021 and 34 closed out, a net change of +1 holder.
  • The largest Valley National Bancorp buyer in Q2 2021 was State Street, an estimated $33.9M added.
  • The largest Valley National Bancorp seller in Q2 2021 was Nuance Investments, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2021.