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Valley National Bancorp

264 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $811K

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

1.37% more ownership

Funds ownership: 55.6%56.96% (+1.4%)

0% less capital invested

Capital invested by funds: $2.29B → $2.29B (-$1.33M)

2% less funds holding

Funds holding: 270264 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
99
Reduced
73
Closed
29
Calls
$2.01M
Puts
$811K
Net Calls
+$1.2M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$60K +$2.23K +177 +4%
MIFH
227
Migdal Insurance & Financial Holdings
Israel
$56K +$31.8K +2,524 +120%
APA
228
American Portfolios Advisors
New York
$44.8K -$277 -22 -0.6%
Fuller & Thaler Asset Management
229
Fuller & Thaler Asset Management
California
$44K
CF
230
Centaurus Financial
California
$41K +$43K +3,411 New
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$34K +$35K +2,777 New
RWP
232
RWA Wealth Partners
Massachusetts
$32K +$33.2K +2,634 New
MI
233
Markston International
New York
$30K +$7.57K +600 +30%
SIS
234
Sound Income Strategies
Florida
$28K
AIS
235
Accurate Investment Solutions
Pennsylvania
$25K
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$24K
ASN
237
Advisory Services Network
Georgia
$20K -$16.1K -1,275 -43%
QCG
238
Quadrant Capital Group
Ohio
$18K
S
239
SignatureFD
Georgia
$17K -$3.09K -245 -15%
LWM
240
Lenox Wealth Management
Ohio
$13K +$3.05K +242 +31%
WEC
241
Winslow Evans & Crocker
Massachusetts
$12K
CTC
242
Central Trust Company
Missouri
$12K +$12.9K +1,020 New
GAM
243
Gemmer Asset Management
California
$9K
US Bancorp
244
US Bancorp
Minnesota
$9K
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
PGWM
246
Parisi Gray Wealth Management
New Jersey
$8K
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$6K +$164 +13 +3%
RE
248
RBC Europe
United Kingdom
$5.41K +$5.61K +445 New
CHP
249
Cable Hill Partners
Oregon
$5K
PMG
250
ProVise Management Group
Florida
$4.82K +$5M +396,161 New

VLY Hedge Fund Activity: Q2 2018 in Review

264 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2018, worth a combined $2.29B — down 0.06% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VLY and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $11M.

  • 264 institutional investors held Valley National Bancorp (VLY) as of Q2 2018, down from 270 in Q1 2018.
  • Funds reported $2.29B of Valley National Bancorp stock for Q2 2018, down 0.06% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2018 and 29 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q2 2018 was BlackRock, an estimated $46.8M added.
  • The largest Valley National Bancorp seller in Q2 2018 was Dimensional Fund Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.