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Valley National Bancorp

239 hedge funds and large institutions have $1.93B invested in Valley National Bancorp in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.22M | Put options by funds: $973K

57% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 61

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.79B → $1.93B (+$139M)

4.14% more ownership

Funds ownership: 58.43%62.57% (+4.1%)

2% more funds holding

Funds holding: 234239 (+5)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
96
Reduced
61
Closed
26
Calls
$2.22M
Puts
$973K
Net Calls
+$1.25M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
226
Winslow Evans & Crocker
Massachusetts
$9.94K
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
GAM
228
Gemmer Asset Management
California
$8K
CHP
229
Cable Hill Partners
Oregon
$8K +$2.27K +189 +40%
TRCT
230
Tower Research Capital (TRC)
New York
$7K -$110K -9,154 -94%
PSUF
231
People's United Financial
Connecticut
$6K
EWM
232
Endurance Wealth Management
Rhode Island
$4K
WCBA
233
Weaver C. Barksdale & Associates
Tennessee
$4K +$444 +37 +11%
IA
234
IFP Advisors
Florida
$4K +$2.4K +200 +198%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$3K
PA
236
Parallel Advisors
California
$3K
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$3K +$3.12K +260 New
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$2K +$732 +61 +91%
TCOV
239
Trust Company of Vermont
Vermont
$1K
US Bancorp
240
US Bancorp
Minnesota
$1K
Lord, Abbett & Co
241
Lord, Abbett & Co
New Jersey
-$6.11M -525,000 Closed
MIM
242
Monashee Investment Management
Massachusetts
-$5.82M -500,000 Closed
DCM
243
Discovery Capital Management
Connecticut
-$4.32M -370,875 Closed
GC
244
Gillson Capital
Illinois
-$3.64M -312,652 Closed
Citadel Advisors
245
Citadel Advisors
Florida
-$2.89M -248,217 Closed
MCM
246
Maltese Capital Management
New York
-$2.04M -175,000 Closed
Susquehanna International Group
247
Susquehanna International Group
Pennsylvania
-$1.67M -138,860 Closed
UOC
248
UBS O'Connor
Illinois
-$1.16M -100,000 Closed
Capstone Investment Advisors
249
Capstone Investment Advisors
New York
-$861K -74,000 Closed
Victory Capital Management
250
Victory Capital Management
Texas
-$587K -50,444 Closed

VLY Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2017, worth a combined $1.93B — up 7.7% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 26 closed out — a net gain of 11 holders — while 96 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $372M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $39.3M.

  • 239 institutional investors held Valley National Bancorp (VLY) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $1.93B of Valley National Bancorp stock for Q1 2017, up 7.7% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q1 2017 and 26 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q1 2017 was BlackRock, an estimated $372M added.
  • The largest Valley National Bancorp seller in Q1 2017 was Cramer Rosenthal McGlynn, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2017.