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Valley National Bancorp

318 hedge funds and large institutions have $2.78B invested in Valley National Bancorp in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 130 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

132% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 56

86% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.3M

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$561M)

18% more funds holding

Funds holding: 269318 (+49)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 61.51%60.05% (-1.5%)

Holders
318
Holders Change
+49
Holders Change %
+18.22%
% of All Funds
6.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
130
Reduced
56
Closed
22
Calls
$2.42M
Puts
$1.3M
Net Calls
+$1.12M
Net Calls Change
-$716K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Private Advisor Group
New Jersey
$197K +$5.08K +441 +3%
KPW
227
Kore Private Wealth
New York
$191K
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$191K +$41.6K +3,613 +28%
JMPWA
229
JP Morgan Private Wealth Advisors
California
$187K +$34.5K +3,000 +23%
WAOTB
230
Wealth Advisors of Tampa Bay
Florida
$183K
WAM
231
World Asset Management
Michigan
$183K +$6.58K +572 +4%
DWM
232
Darwin Wealth Management
Florida
$178K -$32.4K -2,813 -15%
HC
233
Henshaw Capital
Massachusetts
$177K
CB
234
Community Bank
New York
$176K
VRS
235
Virginia Retirement Systems
Virginia
$176K +$177K +15,400 New
II
236
Inspire Investing
Idaho
$175K -$22.2K -1,927 -11%
NGA
237
Naples Global Advisors
Florida
$175K +$176K +15,304 New
CIM
238
CIM Investment Management
Pennsylvania
$173K +$174K +15,081 New
M&T Bank
239
M&T Bank
New York
$160K
SP
240
Successful Portfolios
Florida
$159K -$428K -37,182 -73%
BCM
241
Brookstone Capital Management
Illinois
$158K -$84.6K -7,347 -35%
MCA
242
Mercer Capital Advisers
New Jersey
$156K
GAM
243
Gotham Asset Management
New York
$153K +$14.8K +1,290 +11%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$148K
SCM
245
Snow Capital Management
Pennsylvania
$146K
ACM
246
AlphaCrest Capital Management
New York
$144K +$145K +12,569 New
DMK
247
David M. Knott
$143K +$144K +12,480 New
SWA
248
SFMG Wealth Advisors
Texas
$133K +$134K +11,606 New
SIC
249
Salem Investment Counselors
North Carolina
$132K +$35 +3 +0%
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
$132K +$133K +11,531 New

VLY Hedge Fund Activity: Q4 2019 in Review

318 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2019, worth a combined $2.78B — up 25% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VLY positions and 22 closed out — a net gain of 57 holders — while 130 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $95.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $46.3M.

  • 318 institutional investors held Valley National Bancorp (VLY) as of Q4 2019, up from 269 in Q3 2019.
  • Funds reported $2.78B of Valley National Bancorp stock for Q4 2019, up 25% quarter-over-quarter.
  • 79 funds opened new Valley National Bancorp positions in Q4 2019 and 22 closed out, a net change of +57 holders.
  • The largest Valley National Bancorp buyer in Q4 2019 was BlackRock, an estimated $95.2M added.
  • The largest Valley National Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2019.