We are live on ! Find out more
VLY icon

Valley National Bancorp

290 hedge funds and large institutions have $1.64B invested in Valley National Bancorp in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.33M

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 285290 (+5)

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

1.51% less ownership

Funds ownership: 60.81%59.29% (-1.5%)

15% less capital invested

Capital invested by funds: $1.92B → $1.64B (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
88
Reduced
89
Closed
30
Calls
$1.84M
Puts
$1.33M
Net Calls
+$507K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$86K -$33K -4,439 -26%
CI
227
Cigna Investments
Connecticut
$86K
DMK
228
David M. Knott
$86K
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$86K +$93K +12,529 New
NGA
230
Naples Global Advisors
Florida
$81K
SWA
231
SFMG Wealth Advisors
Texas
$80K
FCI
232
Financial Counselors Inc
Kansas
$79K
CSS
233
Cubist Systematic Strategies
Connecticut
$78K -$141K -19,023 -63%
PCMC
234
Paragon Capital Management (Colorado)
Colorado
$77K -$75.8K -10,210 -47%
M&T Bank
235
M&T Bank
New York
$76K +$1.59K +214 +2%
CFB
236
Cullen/Frost Bankers
Texas
$75K
QIM
237
Quantitative Investment Management
Virginia
$73K -$70.2K -9,448 -47%
Ohio Public Employees Retirement System (OPERS)
238
Ohio Public Employees Retirement System (OPERS)
Ohio
$72K +$5.27K +710 +7%
GTCM
239
Gyon Technologies Capital Management
New Jersey
$70K +$76.1K +10,253 New
AAS
240
Avantax Advisory Services
Texas
$69K +$75.1K +10,115 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
241
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68K +$73.7K +9,928 New
IA
242
IFP Advisors
Florida
$65K +$64.8K +8,719 +926%
WT
243
Washington Trust
Rhode Island
$61K +$66.4K +8,936 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$57K
PWMG
245
Prestige Wealth Management Group
New Jersey
$51K
ASN
246
Advisory Services Network
Georgia
$47K +$50K +6,727 New
ECM
247
Estabrook Capital Management
New York
$46.8K
KPCM
248
Kings Point Capital Management
New York
$38K
FP
249
Fiduciary Planning
Florida
$38K +$41.3K +5,555 New
PAM
250
Panagora Asset Management
Massachusetts
$37K

VLY Hedge Fund Activity: Q3 2020 in Review

290 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2020, worth a combined $1.64B — down 15% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 30 closed out — a net gain of 7 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $13.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.7M sold.

  • 290 institutional investors held Valley National Bancorp (VLY) as of Q3 2020, up from 285 in Q2 2020.
  • Funds reported $1.64B of Valley National Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q3 2020 and 30 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q3 2020 was Holocene Advisors, an estimated $13.2M added.
  • The largest Valley National Bancorp seller in Q3 2020 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.