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Valley National Bancorp

272 hedge funds and large institutions have $1.79B invested in Valley National Bancorp in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.68M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 262272 (+10)

1.28% more ownership

Funds ownership: 59.59%60.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $2.22B → $1.79B (-$429M)

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
75
Closed
42
Calls
$2.96M
Puts
$1.68M
Net Calls
+$1.28M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$57K +$64.9K +6,432 New
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$54K +$61.3K +6,074 New
NIT
228
NumerixS Investment Technologies
British Columbia, Canada
$52K +$52.5K +5,200 +743%
BAM
229
Bruderman Asset Management
New York
$52K +$59.1K +5,853 New
Parallax Volatility Advisers
230
Parallax Volatility Advisers
California
$50K +$34.1K +3,384 +153%
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$49K -$10 -1 -0%
Bessemer Group
232
Bessemer Group
New Jersey
$45K
BWP
233
Baldwin Wealth Partners
Massachusetts
$44K +$50.5K +5,000 New
CG
234
Cutler Group
California
$40K +$45.8K +4,543 New
GI
235
Gradient Investments
Minnesota
$36K -$7.71M -763,781 -99%
JA
236
JOYN Advisors
Georgia
$35K +$37K +3,668 +1,411%
MIFH
237
Migdal Insurance & Financial Holdings
Israel
$30K -$17.7K -1,758 -34%
US Bancorp
238
US Bancorp
Minnesota
$25K +$21.2K +2,101 +297%
MI
239
Markston International
New York
$23K
APA
240
American Portfolios Advisors
New York
$20.7K -$12.2K -1,207 -34%
SIS
241
Sound Income Strategies
Florida
$20K
MFT
242
Moisand Fitzgerald Tamayo
Florida
$19K -$49.6K -4,919 -70%
AIS
243
Accurate Investment Solutions
Pennsylvania
$18K
CH
244
Canton Hathaway
Rhode Island
$18K
ASN
245
Advisory Services Network
Georgia
$18K +$3.19K +316 +18%
PRC
246
Pearl River Capital
Michigan
$16K +$17.8K +1,765 New
ER
247
Enlightenment Research
Florida
$16K +$18.2K +1,800 New
FHA
248
First Horizon Advisors
Tennessee
$13K -$43.4K -4,300 -74%
CFGS
249
Concourse Financial Group Securities
Alabama
$11K +$13K +1,285 New
NFG
250
Next Financial Group
Texas
$10K +$4.88K +484 +70%

VLY Hedge Fund Activity: Q4 2018 in Review

272 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2018, worth a combined $1.79B — down 19% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VLY positions and 42 closed out — a net gain of 11 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $44.4M. The largest seller was State Street, cutting an estimated $31.1M.

  • 272 institutional investors held Valley National Bancorp (VLY) as of Q4 2018, up from 262 in Q3 2018.
  • Funds reported $1.79B of Valley National Bancorp stock for Q4 2018, down 19% quarter-over-quarter.
  • 53 funds opened new Valley National Bancorp positions in Q4 2018 and 42 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q4 2018 was Nuance Investments, an estimated $44.4M added.
  • The largest Valley National Bancorp seller in Q4 2018 was State Street, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2018.