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Valley National Bancorp

345 hedge funds and large institutions have $3.11B invested in Valley National Bancorp in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 130 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

43% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 91

4% more funds holding

Funds holding: 331345 (+14)

2.74% more ownership

Funds ownership: 55.65%58.4% (+2.7%)

6% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $1.21M

2% more capital invested

Capital invested by funds: $3.05B → $3.11B (+$65.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
345
Holders Change
+14
Holders Change %
+4.23%
% of All Funds
5.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
130
Reduced
91
Closed
24
Calls
$1.28M
Puts
$1.21M
Net Calls
+$77K
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$704M +$33.7M +2,859,886 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$506M +$12M +1,018,694 +2%
State Street
3
State Street
Massachusetts
$214M +$13.8K +1,172 +0%
Macquarie Group
4
Macquarie Group
Australia
$190M -$760K -64,547 -0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$127M +$4.39M +372,781 +3%
American Century Companies
6
American Century Companies
Missouri
$113M +$66.1K +5,612 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$94.9M +$2.62M +222,559 +3%
Northern Trust
8
Northern Trust
Illinois
$69.1M -$261K -22,199 -0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63.4M +$5.9M +500,813 +10%
Charles Schwab
10
Charles Schwab
California
$62.2M +$2.41M +204,462 +4%
Capital World Investors
11
Capital World Investors
California
$62.1M
Victory Capital Management
12
Victory Capital Management
Texas
$55.8M +$55.6M +4,725,214 +2,232%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$53.6M +$55.8M +4,742,644 New
Norges Bank
14
Norges Bank
Norway
$47.1M +$3.22M +273,919 +7%
Boston Partners
15
Boston Partners
Massachusetts
$38.8M +$5.29M +449,430 +15%
Goldman Sachs
16
Goldman Sachs
New York
$36.1M +$21.4M +1,820,707 +133%
Millennium Management
17
Millennium Management
New York
$28.5M +$7.27M +617,196 +32%
Verition Fund Management
18
Verition Fund Management
Connecticut
$28.4M +$19.3M +1,636,656 +186%
Morgan Stanley
19
Morgan Stanley
New York
$27.5M +$4.93M +418,997 +21%
NI
20
Nuance Investments
Missouri
$27.4M -$15.6M -1,323,163 -35%
N
21
Nuveen
North Carolina
$26.4M +$6.45M +547,693 +31%
Principal Financial Group
22
Principal Financial Group
Iowa
$18.5M -$3.28K -279 -0%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$18.1M -$13.2M -1,124,113 -41%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$17.4M +$727K +61,776 +4%
TYCC
25
Texas Yale Capital Corp
Florida
$16.9M -$153K -13,000 -0.9%

VLY Hedge Fund Activity: Q4 2022 in Review

345 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2022, worth a combined $3.11B — up 2.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new VLY positions and 24 closed out — a net gain of 21 holders — while 130 added to existing stakes and 91 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $55.8M. The largest seller was Crawford Investment Counsel, cutting an estimated $15.7M.

  • 345 institutional investors held Valley National Bancorp (VLY) as of Q4 2022, up from 331 in Q3 2022.
  • Funds reported $3.11B of Valley National Bancorp stock for Q4 2022, up 2.2% quarter-over-quarter.
  • 45 funds opened new Valley National Bancorp positions in Q4 2022 and 24 closed out, a net change of +21 holders.
  • The largest Valley National Bancorp buyer in Q4 2022 was Fuller & Thaler Asset Management, an estimated $55.8M added.
  • The largest Valley National Bancorp seller in Q4 2022 was Crawford Investment Counsel, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2022.