Valley National Bancorp
324 hedge funds and large institutions have $2.66B invested in Valley National Bancorp in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 38 closing their positions.
9% more capital invested
Capital invested by funds: $2.43B → $2.66B (+$227M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.54% less ownership
Funds ownership: 61.64% → 61.1% (-0.54%)
5% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 38
1% less funds holding
Funds holding: 328 → 324 (-4)
15% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 118
59% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $50.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$30.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.9M |
| 4 |
Walleye Capital
New York
|
+$14.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$30.6M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$27.1M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$18.1M |
| 4 |
Goldman Sachs
New York
|
-$16M |
| 5 |
Rockefeller Capital Management
New York
|
-$15.4M |
VLY Hedge Fund Activity: Q3 2023 in Review
324 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2023, worth a combined $2.66B — up 9.3% from $2.43B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of VLY and 36 opened new positions — a net loss of 2 holders — while 118 trimmed existing stakes and 100 added.
The largest buyer was Citadel Advisors, adding an estimated $30.3M. The largest seller was State Street, cutting an estimated $30.6M.
- 324 institutional investors held Valley National Bancorp (VLY) as of Q3 2023, down from 328 in Q2 2023.
- Funds reported $2.66B of Valley National Bancorp stock for Q3 2023, up 9.3% quarter-over-quarter.
- 36 funds opened new Valley National Bancorp positions in Q3 2023 and 38 closed out, a net change of -2 holders.
- The largest Valley National Bancorp buyer in Q3 2023 was Citadel Advisors, an estimated $30.3M added.
- The largest Valley National Bancorp seller in Q3 2023 was State Street, an estimated $30.6M sold.
Based on aggregated 13F filings for Q3 2023.