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Valley National Bancorp

258 hedge funds and large institutions have $2.22B invested in Valley National Bancorp in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 86 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $828K | Put options by funds: $305K

11% more capital invested

Capital invested by funds: $1.99B → $2.22B (+$227M)

10% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 78

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.58% less ownership

Funds ownership: 62.65%62.07% (-0.58%)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 264258 (-6)

Holders
258
Holders Change
-6
Holders Change %
-2.27%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
86
Reduced
78
Closed
28
Calls
$828K
Puts
$305K
Net Calls
+$523K
Net Calls Change
+$894K
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oakworth Capital
Alabama
$48K +$44.7K +4,360 New
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
$47K +$30.5K +2,972 +52%
US Bancorp
228
US Bancorp
Minnesota
$33K -$1K -98 -3%
TC
229
Truvestments Capital
Florida
$32K
MI
230
Markston International
New York
$28K
ASN
231
Advisory Services Network
Georgia
$28K +$12.3K +1,202 +85%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$27K
SIS
233
Sound Income Strategies
Florida
$24K
PI
234
PineBridge Investments
New York
$24K +$22.1K +2,160 New
GI
235
Gradient Investments
Minnesota
$23K -$9.21K -899 -30%
MFT
236
Moisand Fitzgerald Tamayo
Florida
$23K
AIS
237
Accurate Investment Solutions
Pennsylvania
$22K
CH
238
Canton Hathaway
Rhode Island
$22K
FHA
239
First Horizon Advisors
Tennessee
$16K
CFGS
240
Concourse Financial Group Securities
Alabama
$14K
CG
241
Cutler Group
California
$14K +$13.3K +1,302 New
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$11K
VNA
243
Valley National Advisers
Pennsylvania
$11K
WEC
244
Winslow Evans & Crocker
Massachusetts
$10K
PA
245
Parallel Advisors
California
$10K +$20 +2 +0.2%
BCA
246
Berman Capital Advisors
Georgia
$9K +$4.33K +423 +100%
CIA
247
CSat Investment Advisory
Michigan
$8K +$8.02K +782 New
S
248
SignatureFD
Georgia
$7K -$533 -52 -7%
SQA
249
Simon Quick Advisors
New Jersey
$6.05K +$5.75K +561 New
TCOV
250
Trust Company of Vermont
Vermont
$6K

VLY Hedge Fund Activity: Q2 2019 in Review

258 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2019, worth a combined $2.22B — up 11% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of VLY and 26 opened new positions — a net loss of 2 holders — while 78 trimmed existing stakes and 86 added.

The largest buyer was Nuance Investments, adding an estimated $18.2M. The largest seller was State Street, cutting an estimated $14.9M.

  • 258 institutional investors held Valley National Bancorp (VLY) as of Q2 2019, down from 264 in Q1 2019.
  • Funds reported $2.22B of Valley National Bancorp stock for Q2 2019, up 11% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2019 and 28 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q2 2019 was Nuance Investments, an estimated $18.2M added.
  • The largest Valley National Bancorp seller in Q2 2019 was State Street, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2019.