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Valley National Bancorp

264 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $811K

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

1.37% more ownership

Funds ownership: 55.6%56.96% (+1.4%)

0% less capital invested

Capital invested by funds: $2.29B → $2.29B (-$1.33M)

2% less funds holding

Funds holding: 270264 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
99
Reduced
73
Closed
29
Calls
$2.01M
Puts
$811K
Net Calls
+$1.2M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Endurance Wealth Management
Rhode Island
$4K
IAS
252
IMA Advisory Services
Colorado
$4K +$4.2K +333 New
GRP
253
Global Retirement Partners
California
$2K -$10.5K -830 -86%
PA
254
Parallel Advisors
California
$2K
JA
255
JOYN Advisors
Georgia
$2K +$643 +51 +35%
RWML
256
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.01K
PCG
257
Private Capital Group
Connecticut
$1K
CPIG
258
Chicago Partners Investment Group
Illinois
$1K +$794 +63 New
GWS
259
Glassman Wealth Services
Virginia
$1K +$845 +67 +124%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$1K +$858 +68 New
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$1K +$996 +79 New
TFA
262
Toth Financial Advisory
Virginia
$1K +$1.26K +100 New
AIL
263
AGF Investments LLC
Ontario, Canada
$17 +$8.63K +684 +100%
PCMF
264
Private Capital Management (Florida)
Florida
-$4.68M -375,748 Closed
Two Sigma Investments
265
Two Sigma Investments
New York
-$2.39M -191,645 Closed
3C
266
361 Capital
Colorado
-$1.58M -127,010 Closed
ZIG
267
Zurich Insurance Group
Switzerland
-$1.34M -107,700 Closed
Marshall Wace
268
Marshall Wace
United Kingdom
-$622K -49,900 Closed
CAN
269
Cetera Advisor Networks
California
-$410K -32,885 Closed
PP
270
Paloma Partners
Connecticut
-$404K -32,440 Closed
CSS
271
Cubist Systematic Strategies
Connecticut
-$354K -28,435 Closed
SRAM
272
Stone Ridge Asset Management
New York
-$278K -22,327 Closed
RQS
273
Ramsey Quantitative Systems
Kentucky
-$263K -21,089 Closed
FRM
274
Fox Run Management
Connecticut
-$252K -20,207 Closed
Fisher Asset Management
275
Fisher Asset Management
Washington
-$235K -18,855 Closed

VLY Hedge Fund Activity: Q2 2018 in Review

264 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2018, worth a combined $2.29B — down 0.06% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VLY and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $11M.

  • 264 institutional investors held Valley National Bancorp (VLY) as of Q2 2018, down from 270 in Q1 2018.
  • Funds reported $2.29B of Valley National Bancorp stock for Q2 2018, down 0.06% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2018 and 29 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q2 2018 was BlackRock, an estimated $46.8M added.
  • The largest Valley National Bancorp seller in Q2 2018 was Dimensional Fund Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.