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Valley National Bancorp

272 hedge funds and large institutions have $1.79B invested in Valley National Bancorp in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.68M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 262272 (+10)

1.28% more ownership

Funds ownership: 59.59%60.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $2.22B → $1.79B (-$429M)

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
75
Closed
42
Calls
$2.96M
Puts
$1.68M
Net Calls
+$1.28M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
251
Valley National Advisers
Pennsylvania
$9K
S
252
SignatureFD
Georgia
$8K -$242 -24 -3%
WEC
253
Winslow Evans & Crocker
Massachusetts
$8K
AIL
254
AGF Investments LLC
Ontario, Canada
$7K +$1.13K +112 +16%
GAM
255
Gemmer Asset Management
California
$6K
PGWM
256
Parisi Gray Wealth Management
New Jersey
$6K
CFA
257
Carroll Financial Associates
North Carolina
$6K +$7.14K +708 New
TCOV
258
Trust Company of Vermont
Vermont
$5K -$45.4K -4,500 -89%
CFA
259
Clarfeld Financial Advisors
New York
$4K +$4.56K +452 New
MNBTD
260
Moody National Bank Trust Division
Texas
$4K +$4.94K +490 New
QCG
261
Quadrant Capital Group
Ohio
$3K -$11.1K -1,103 -74%
WAM
262
Wealthspire Advisors (Maryland)
Maryland
$3K -$656 -65 -14%
EWM
263
Endurance Wealth Management
Rhode Island
$3K
OFW
264
Omnia Family Wealth
Florida
$3K +$3.56K +353 New
PA
265
Parallel Advisors
California
$1K -$20 -2 -0.9%
GWS
266
Glassman Wealth Services
Virginia
$1K +$101 +10 +10%
LFA
267
Legacy Financial Advisors
Kentucky
$1K +$858 +85 New
CIAS
268
Capital Investment Advisory Services
North Carolina
$1K +$868 +86 New
LC
269
Lindbrook Capital
California
$1K +$1.24K +123 New
IA
270
IFP Advisors
Florida
$1K +$1.68K +166 New
GT
271
Glenmede Trust
Pennsylvania
$578 -$50 -5 -0%
MCA
272
Mendon Capital Advisors
Florida
-$8.17M -725,000 Closed
SIM
273
Sprucegrove Investment Management
Ontario, Canada
-$6.71M -596,200 Closed
IP
274
Interval Partners
New York
-$4.46M -396,569 Closed
State of Wisconsin Investment Board
275
State of Wisconsin Investment Board
Wisconsin
-$3.63M -323,000 Closed

VLY Hedge Fund Activity: Q4 2018 in Review

272 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2018, worth a combined $1.79B — down 19% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VLY positions and 42 closed out — a net gain of 11 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $44.4M. The largest seller was State Street, cutting an estimated $31.1M.

  • 272 institutional investors held Valley National Bancorp (VLY) as of Q4 2018, up from 262 in Q3 2018.
  • Funds reported $1.79B of Valley National Bancorp stock for Q4 2018, down 19% quarter-over-quarter.
  • 53 funds opened new Valley National Bancorp positions in Q4 2018 and 42 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q4 2018 was Nuance Investments, an estimated $44.4M added.
  • The largest Valley National Bancorp seller in Q4 2018 was State Street, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2018.