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Valley National Bancorp

332 hedge funds and large institutions have $2.83B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 120 increasing their positions, 101 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 101

2.03% more ownership

Funds ownership: 58.4%60.43% (+2%)

4% less funds holding

Funds holding: 345332 (-13)

9% less capital invested

Capital invested by funds: $3.11B → $2.83B (-$279M)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

78% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $44.7M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
332
Holders Change
-13
Holders Change %
-3.77%
% of All Funds
5.29%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
120
Reduced
101
Closed
48
Calls
$9.96M
Puts
$44.7M
Net Calls
-$34.7M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$590M +$17.5M +1,586,339 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$419M +$6.75M +610,011 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$200M +$9.93M +897,631 +4%
State Street
4
State Street
Massachusetts
$197M +$26.6M +2,404,722 +13%
Macquarie Group
5
Macquarie Group
Australia
$173M +$21.5M +1,941,743 +12%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$128M +$101M +9,096,066 +192%
American Century Companies
7
American Century Companies
Missouri
$99.3M +$8.35M +754,986 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$87.3M -$20M -1,812,231 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$79.9M +$2.88M +260,136 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$51.7M -$156K -14,105 -0.3%
Charles Schwab
11
Charles Schwab
California
$51.7M +$1.02M +92,143 +2%
Northern Trust
12
Northern Trust
Illinois
$48.5M -$9.49M -857,621 -14%
Victory Capital Management
13
Victory Capital Management
Texas
$42.5M -$3.71M -335,873 -7%
Norges Bank
14
Norges Bank
Norway
$39.4M +$1.14M +103,125 +2%
Boston Partners
15
Boston Partners
Massachusetts
$30.9M +$669K +60,498 +2%
Bank of America
16
Bank of America
North Carolina
$23.4M +$13.5M +1,219,683 +93%
Morgan Stanley
17
Morgan Stanley
New York
$23M +$679K +61,358 +3%
N
18
Nuveen
North Carolina
$22.2M +$714K +64,517 +3%
Capital World Investors
19
Capital World Investors
California
$21.9M -$34.5M -3,122,617 -57%
Goldman Sachs
20
Goldman Sachs
New York
$21.2M -$9.96M -900,858 -28%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$18.8M +$4.84M +437,962 +27%
JAM
22
Jupiter Asset Management
United Kingdom
$17.1M +$13.4M +1,207,470 +187%
Principal Financial Group
23
Principal Financial Group
Iowa
$15.4M +$378K +34,209 +2%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$14.3M +$95.3K +8,618 +0.6%
Verition Fund Management
25
Verition Fund Management
Connecticut
$13.8M -$11.3M -1,018,559 -41%