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Valley National Bancorp

307 hedge funds and large institutions have $3.47B invested in Valley National Bancorp in 2021 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 99 increasing their positions, 85 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.05M

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

16% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 85

7% more funds holding

Funds holding: 288307 (+19)

0.01% more ownership

Funds ownership: 64.07%64.08% (+0.01%)

0% less capital invested

Capital invested by funds: $3.48B → $3.47B (-$9.27M)

Holders
307
Holders Change
+19
Holders Change %
+6.6%
% of All Funds
5.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
99
Reduced
85
Closed
21
Calls
$2.84M
Puts
$1.05M
Net Calls
+$1.79M
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$722M -$14.6M -1,130,746 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$526M -$1.91M -147,702 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$303M -$464K -35,947 -0.2%
State Street
4
State Street
Massachusetts
$255M -$23.2M -1,798,960 -9%
Macquarie Group
5
Macquarie Group
Australia
$195M +$352K +27,242 +0.2%
American Century Companies
6
American Century Companies
Missouri
$145M +$6.45M +499,518 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$95.8M -$6M -464,300 -6%
Northern Trust
8
Northern Trust
Illinois
$83.5M -$5.6M -433,227 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$73.3M +$238K +18,405 +0.3%
Capital World Investors
10
Capital World Investors
California
$60.8M
Norges Bank
11
Norges Bank
Norway
$51M +$5.85M +452,973 +13%
Charles Schwab
12
Charles Schwab
California
$48.4M +$2.61M +202,070 +6%
NI
13
Nuance Investments
Missouri
$46.1M +$241K +18,661 +0.5%
Boston Partners
14
Boston Partners
Massachusetts
$39.7M -$293K -22,659 -0.8%
Goldman Sachs
15
Goldman Sachs
New York
$34.7M +$7.29M +564,736 +28%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$29.4M -$9.77M -756,511 -25%
Principal Financial Group
17
Principal Financial Group
Iowa
$27.9M -$90.7K -7,020 -0.3%
N
18
Nuveen
North Carolina
$24.6M -$2.92M -225,750 -11%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$23M +$908K +70,298 +4%
CIC
20
Crawford Investment Counsel
Georgia
$21.5M +$685K +53,057 +3%
Holocene Advisors
21
Holocene Advisors
New York
$21.3M +$1.75M +135,239 +9%
TYCC
22
Texas Yale Capital Corp
Florida
$20.2M
Citadel Advisors
23
Citadel Advisors
Florida
$19.6M -$8.2M -635,019 -30%
JP Morgan Chase
24
JP Morgan Chase
New York
$19.1M +$3.84M +297,422 +26%
RA
25
Royce & Associates
New York
$18.4M -$362 -28 -0%

VLY Hedge Fund Activity: Q3 2021 in Review

307 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2021, worth a combined $3.47B — down 0.27% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 21 closed out — a net gain of 24 holders — while 99 added to existing stakes and 85 trimmed.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $12.4M. The largest seller was State Street, cutting an estimated $23.2M.

  • 307 institutional investors held Valley National Bancorp (VLY) as of Q3 2021, up from 288 in Q2 2021.
  • Funds reported $3.47B of Valley National Bancorp stock for Q3 2021, down 0.27% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q3 2021 and 21 closed out, a net change of +24 holders.
  • The largest Valley National Bancorp buyer in Q3 2021 was Fort Washington Investment Advisors, an estimated $12.4M added.
  • The largest Valley National Bancorp seller in Q3 2021 was State Street, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.