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Valley National Bancorp

344 hedge funds and large institutions have $2.92B invested in Valley National Bancorp in 2022 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 26

34% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 85

10% more funds holding

Funds holding: 314344 (+30)

9.39% less ownership

Funds ownership: 64.76%55.37% (-9.4%)

13% less capital invested

Capital invested by funds: $3.35B → $2.92B (-$432M)

27% less call options, than puts

Call options by funds: $1.96M | Put options by funds: $2.67M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
344
Holders Change
+30
Holders Change %
+9.55%
% of All Funds
5.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
114
Reduced
85
Closed
26
Calls
$1.96M
Puts
$2.67M
Net Calls
-$710K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$626M +$26.5M +2,227,460 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$450M +$18.7M +1,571,017 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$211M -$26.1M -2,201,005 -10%
State Street
4
State Street
Massachusetts
$204M -$14.1M -1,183,358 -6%
Macquarie Group
5
Macquarie Group
Australia
$165M +$2.8M +235,882 +2%
American Century Companies
6
American Century Companies
Missouri
$103M -$28.5M -2,397,023 -20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$90.5M -$2.05M -172,511 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$82.1M +$4.95M +416,311 +6%
Northern Trust
9
Northern Trust
Illinois
$64.5M +$1.3M +109,688 +2%
Capital World Investors
10
Capital World Investors
California
$57.2M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$51.7M -$405K -34,055 -0.7%
Charles Schwab
12
Charles Schwab
California
$42.4M +$1.86M +156,687 +4%
Norges Bank
13
Norges Bank
Norway
$39.5M +$1.05M +88,329 +2%
NI
14
Nuance Investments
Missouri
$38.9M +$4.05M +340,840 +10%
Boston Partners
15
Boston Partners
Massachusetts
$32M +$608K +51,164 +2%
Goldman Sachs
16
Goldman Sachs
New York
$31.5M +$10.2M +861,512 +40%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$29.9M -$2.31M -194,735 -6%
Morgan Stanley
18
Morgan Stanley
New York
$25.3M +$12M +1,007,997 +71%
ECA
19
Endeavour Capital Advisors
Connecticut
$21.1M -$489K -41,125 -2%
CIC
20
Crawford Investment Counsel
Georgia
$19.6M +$1.59M +133,519 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$19.3M -$482K -40,577 -2%
N
22
Nuveen
North Carolina
$19.2M +$1.47M +123,541 +7%
Principal Financial Group
23
Principal Financial Group
Iowa
$17M +$2.49M +209,721 +15%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$16.4M +$18.7M +1,577,408 New
Invesco
25
Invesco
Georgia
$15.2M +$5.46M +459,867 +46%

VLY Hedge Fund Activity: Q2 2022 in Review

344 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2022, worth a combined $2.92B — down 13% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VLY positions and 26 closed out — a net gain of 37 holders — while 114 added to existing stakes and 85 trimmed.

The largest buyer was BlackRock, adding an estimated $26.5M. The largest seller was American Century Companies, cutting an estimated $28.5M.

  • 344 institutional investors held Valley National Bancorp (VLY) as of Q2 2022, up from 314 in Q1 2022.
  • Funds reported $2.92B of Valley National Bancorp stock for Q2 2022, down 13% quarter-over-quarter.
  • 63 funds opened new Valley National Bancorp positions in Q2 2022 and 26 closed out, a net change of +37 holders.
  • The largest Valley National Bancorp buyer in Q2 2022 was BlackRock, an estimated $26.5M added.
  • The largest Valley National Bancorp seller in Q2 2022 was American Century Companies, an estimated $28.5M sold.

Based on aggregated 13F filings for Q2 2022.