Valley National Bancorp
333 hedge funds and large institutions have $2.84B invested in Valley National Bancorp in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 48 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 101
6.14% more ownership
Funds ownership: 54.29% → 60.43% (+6.1%)
3% less funds holding
Funds holding: 345 → 333 (-12)
9% less capital invested
Capital invested by funds: $3.11B → $2.84B (-$275M)
15% less first-time investments, than exits
New positions opened: 41 | 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: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$101M |
| 2 |
State Street
Boston,
Massachusetts
|
+$26.6M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$21.5M |
| 4 |
BlackRock
New York
|
+$17.5M |
| 5 |
LI
Leeward Investments
Boston,
Massachusetts
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$34.5M |
| 2 |
Millennium Management
New York
|
-$28.5M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$27.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$20M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
-$11.3M |
VLY Hedge Fund Activity: Q1 2023 in Review
333 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2023, worth a combined $2.84B — down 8.8% from $3.11B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of VLY and 41 opened new positions — a net loss of 7 holders — while 101 trimmed existing stakes and 119 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $101M. The largest seller was Capital World Investors, cutting an estimated $34.5M.
- 333 institutional investors held Valley National Bancorp (VLY) as of Q1 2023, down from 345 in Q4 2022.
- Funds reported $2.84B of Valley National Bancorp stock for Q1 2023, down 8.8% quarter-over-quarter.
- 41 funds opened new Valley National Bancorp positions in Q1 2023 and 48 closed out, a net change of -7 holders.
- The largest Valley National Bancorp buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $101M added.
- The largest Valley National Bancorp seller in Q1 2023 was Capital World Investors, an estimated $34.5M sold.
Based on aggregated 13F filings for Q1 2023.