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Valley National Bancorp

285 hedge funds and large institutions have $2.4B invested in Valley National Bancorp in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

398% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $705K

46% more capital invested

Capital invested by funds: $1.64B → $2.4B (+$755M)

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

1.76% more ownership

Funds ownership: 59.29%61.05% (+1.8%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 290285 (-5)

Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
5.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
100
Reduced
90
Closed
38
Calls
$3.51M
Puts
$705K
Net Calls
+$2.81M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$114K -$42.4K -4,874 -29%
SWA
227
SFMG Wealth Advisors
Texas
$113K
PCMC
228
Paragon Capital Management (Colorado)
Colorado
$110K
M&T Bank
229
M&T Bank
New York
$110K +$1.33K +153 +1%
Creative Planning
230
Creative Planning
Kansas
$109K +$97.5K +11,202 New
Ohio Public Employees Retirement System (OPERS)
231
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K +$4.73K +544 +5%
CL
232
COWA LLC
Oklahoma
$108K +$87K +10,000 New
JG
233
Jefferies Group
New York
$106K +$94.9K +10,909 New
DWM
234
Darwin Wealth Management
Florida
$102K -$50K -5,746 -35%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$91K +$8.67K +997 +12%
WT
236
Washington Trust
Rhode Island
$87K
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$79K +$70.9K +8,150 New
PWMG
238
Prestige Wealth Management Group
New Jersey
$72K
ECM
239
Estabrook Capital Management
New York
$66.6K
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$65K +$12.1K +1,396 +27%
FP
241
Fiduciary Planning
Florida
$55K +$774 +89 +2%
ASN
242
Advisory Services Network
Georgia
$54K -$9.54K -1,097 -16%
KPCM
243
Kings Point Capital Management
New York
$54K
GWM
244
Geneos Wealth Management
Colorado
$54K +$11.1K +1,280 +47%
HIA
245
Harbor Investment Advisory
Maryland
$48K +$13K +1,498 +43%
IA
246
IFP Advisors
Florida
$40K -$48.2K -5,540 -57%
NFG
247
Next Financial Group
Texas
$35K
GRP
248
Global Retirement Partners
California
$33K
BWP
249
Baldwin Wealth Partners
Massachusetts
$29K -$17.4K -2,000 -40%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$27K

VLY Hedge Fund Activity: Q4 2020 in Review

285 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2020, worth a combined $2.4B — up 46% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VLY and 35 opened new positions — a net loss of 3 holders — while 90 trimmed existing stakes and 100 added.

The largest buyer was Vanguard Group, adding an estimated $13.9M. The largest seller was Goldman Sachs, cutting an estimated $12M.

  • 285 institutional investors held Valley National Bancorp (VLY) as of Q4 2020, down from 290 in Q3 2020.
  • Funds reported $2.4B of Valley National Bancorp stock for Q4 2020, up 46% quarter-over-quarter.
  • 35 funds opened new Valley National Bancorp positions in Q4 2020 and 38 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q4 2020 was Vanguard Group, an estimated $13.9M added.
  • The largest Valley National Bancorp seller in Q4 2020 was Goldman Sachs, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2020.