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Valley National Bancorp

323 hedge funds and large institutions have $2.66B invested in Valley National Bancorp in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

0.59% less ownership

Funds ownership: 61.68%61.1% (-0.59%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 328323 (-5)

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

59% less call options, than puts

Call options by funds: $20.5M | Put options by funds: $50.4M

Holders
323
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
5.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
101
Reduced
118
Closed
38
Calls
$20.5M
Puts
$50.4M
Net Calls
-$29.9M
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$536M -$6.2M -683,220 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M +$3.24M +356,880 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$202M +$16.9M +1,864,620 +9%
State Street
4
State Street
Massachusetts
$180M -$30.6M -3,373,938 -14%
Macquarie Group
5
Macquarie Group
Australia
$159M -$7.61M -839,128 -4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$132M -$18.1M -1,991,687 -11%
American Century Companies
7
American Century Companies
Missouri
$111M +$8.35M +920,140 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$81.2M +$4.29M +472,353 +5%
Charles Schwab
9
Charles Schwab
California
$51.7M +$2.56M +282,188 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$45.6M -$674K -74,335 -1%
Northern Trust
11
Northern Trust
Illinois
$43.2M -$589K -64,907 -1%
Victory Capital Management
12
Victory Capital Management
Texas
$42.2M +$1.01M +111,771 +2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$38M +$20.9M +2,301,128 +107%
Norges Bank
14
Norges Bank
Norway
$35.2M +$7.27M +801,605 +24%
Citadel Advisors
15
Citadel Advisors
Florida
$33.4M +$30.3M +3,337,651 +588%
Goldman Sachs
16
Goldman Sachs
New York
$22.7M -$16M -1,762,329 -40%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$22.1M -$624K -68,823 -3%
Morgan Stanley
18
Morgan Stanley
New York
$21.5M -$7.11M -783,919 -24%
GC
19
Gillson Capital
Illinois
$20.7M +$8.27M +911,514 +60%
Bank of America
20
Bank of America
North Carolina
$20.3M +$795K +87,613 +4%
RA
21
Royce & Associates
New York
$16.9M +$684K +75,384 +4%
Walleye Capital
22
Walleye Capital
New York
$16.6M +$14.2M +1,565,042 +416%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.7M +$53.8K +5,928 +0.4%
First Trust Advisors
24
First Trust Advisors
Illinois
$13.6M -$193K -21,235 -1%
LI
25
Leeward Investments
Massachusetts
$13.4M -$1.08M -118,656 -7%