Investment Giants Make Bold Moves: Analyzing Valley National Advisers' Q3 2022 vs. Q4 2022 13F Holdings

Valley National Advisers, a leading investment firm, recently released its Q3 2022 and Q4 2022 13F holdings, revealing some significant changes in their portfolio. As a professional blog writer, it's imperative to keep up with the latest financial news and help readers understand how market trends can affect their investments. In this blog post, we'll take a closer look at Valley National Advisers' Q3 2022 vs. Q4 2022 13F holdings, discuss the changes made in their portfolio, and analyze what these changes mean for investors.

Understanding the 13F filing

Before we dive into the analysis, let's take a minute to understand what the 13F filing entails. The Securities and Exchange Commission (SEC) requires that all institutional investors managing over $100 million in assets file a 13F form every quarter. This form provides a snapshot of the investor's portfolio at the end of the quarter. The form includes the name of the issuer, the type of option, the number of shares owned in Q3 2022 and Q4 2022, and the value of those shares in USD.

Now that we've got that out of the way, let's dive into Valley National Advisers' Q3 2022 vs. Q4 2022 13F holdings.

Valley National Advisers' Q3 2022 vs. Q4 2022 13F Holdings

Valley National Advisers' Q3 2022 13F holdings reveal that their top five holdings were SCHX, SCHF, AAPL, SCHD, and MSFT. However, in Q4 2022, their top holdings changed dramatically. SCHX, SCHF, and AAPL remained the top three holdings, but FBND and MSFT moved down the list, replaced by SCHB, and GILD.

While Valley National Advisers increased its total number of shares from Q3 2022 to Q4 2022, their total value decreased by 3.7%. Some of their top holdings, such as AAPL, experienced a downward trend in value, with a decrease of 7.9%. Other holdings, such as FBND, saw an enormous increase of 229.7% in value, which can be attributed to the rising demand for bond exchange-traded funds (ETFs) among investors as interest rates rise.

The most significant increase in holdings in terms of both value and shares was seen in BOND, which rose by 240.7% in value and increased the number of shares by 225.5%.

What Do These Changes Mean for Investors?

Valley National Advisers' portfolio changes suggest that they are trying to diversify their portfolio and rebalance their holdings based on some significant market movements. The shift from MSFT to GILD could be a reflection of Valley National Advisers' confidence in the pharmaceutical sector's growth potential, as evidenced by GILD's gain of 28% in value.

Additionally, Valley National Advisers has increased its holdings in the fixed income sector, as evidenced by the rise in shares and value of FBND and BOND. This shift is likely due to the rising interest rate environment as investors look for stable investment options.

Conclusion

Valley National Advisers' Q3 2022 vs. Q4 2022 13F holdings reveal some significant changes in their portfolio, with an increased emphasis on the bond ETF sector, the pharmaceutical sector, and a reduced emphasis on the technology sector. As an investor, keeping an eye on quarterly 13F filings can provide valuable insights into a firm's investment strategy and portfolio management decisions. While it's important to remember that 13F filings show a snapshot of a firm's holdings at a specific moment in time, analyzing these reports can help investors stay on top of the latest market trends and adjust their own portfolios accordingly.