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Valley National Bancorp

314 hedge funds and large institutions have $3.35B invested in Valley National Bancorp in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 113 increasing their positions, 78 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

45% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 78

0.65% more ownership

Funds ownership: 64.11%64.76% (+0.65%)

5% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 43

2% less funds holding

Funds holding: 319314 (-5)

6% less capital invested

Capital invested by funds: $3.58B → $3.35B (-$228M)

16% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $3.66M

Holders
314
Holders Change
-5
Holders Change %
-1.57%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
41
Increased
113
Reduced
78
Closed
43
Calls
$3.09M
Puts
$3.66M
Net Calls
-$568K
Net Calls Change
-$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$754M +$40.1M +2,877,763 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$542M +$21.4M +1,534,805 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$292M +$3.03M +217,648 +1%
State Street
4
State Street
Massachusetts
$270M +$28.6M +2,051,696 +11%
American Century Companies
5
American Century Companies
Missouri
$160M +$10.3M +736,117 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$115M +$74.9M +5,374,624 +154%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$97.2M -$869K -62,354 -0.8%
Northern Trust
8
Northern Trust
Illinois
$79.3M -$1.56M -112,244 -2%
Capital World Investors
9
Capital World Investors
California
$71.5M +$12.9M +928,000 +20%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$65.1M +$1.47M +105,195 +2%
Charles Schwab
11
Charles Schwab
California
$51M +$2.97M +213,050 +6%
Norges Bank
12
Norges Bank
Norway
$48.3M -$167K -11,986 -0.3%
NI
13
Nuance Investments
Missouri
$44.3M -$329K -23,619 -0.7%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$39.9M +$19.3M +1,388,210 +83%
Boston Partners
15
Boston Partners
Massachusetts
$38.4M +$270K +19,401 +0.7%
Goldman Sachs
16
Goldman Sachs
New York
$28.1M -$3.36M -240,940 -10%
ECA
17
Endeavour Capital Advisors
Connecticut
$26.9M +$12.2M +877,179 +74%
JP Morgan Chase
18
JP Morgan Chase
New York
$24.7M -$1.67M -119,723 -6%
N
19
Nuveen
North Carolina
$23.3M -$169K -12,156 -0.7%
CIC
20
Crawford Investment Counsel
Georgia
$22.8M +$1.33M +95,143 +6%
TYCC
21
Texas Yale Capital Corp
Florida
$18.7M -$147K -10,533 -0.7%
Morgan Stanley
22
Morgan Stanley
New York
$18.6M +$3.02M +216,848 +18%
Principal Financial Group
23
Principal Financial Group
Iowa
$18.5M +$469K +33,647 +2%
Millennium Management
24
Millennium Management
New York
$17.3M +$1.77M +126,703 +11%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$16.7M -$350K -25,140 -2%

VLY Hedge Fund Activity: Q1 2022 in Review

314 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2022, worth a combined $3.35B — down 6.4% from $3.58B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of VLY and 41 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 113 added.

The largest buyer was Wellington Management Group, adding an estimated $74.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $29.9M sold.

  • 314 institutional investors held Valley National Bancorp (VLY) as of Q1 2022, down from 319 in Q4 2021.
  • Funds reported $3.35B of Valley National Bancorp stock for Q1 2022, down 6.4% quarter-over-quarter.
  • 41 funds opened new Valley National Bancorp positions in Q1 2022 and 43 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q1 2022 was Wellington Management Group, an estimated $74.9M added.
  • The largest Valley National Bancorp seller in Q1 2022 was Citadel Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2022.