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Valley National Bancorp

269 hedge funds and large institutions have $2.22B invested in Valley National Bancorp in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $262K

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

4% more funds holding

Funds holding: 258269 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $2.22B → $2.22B (-$982K)

0.56% less ownership

Funds ownership: 62.07%61.51% (-0.56%)

26% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 93

Holders
269
Holders Change
+11
Holders Change %
+4.26%
% of All Funds
5.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
69
Reduced
93
Closed
26
Calls
$2.1M
Puts
$262K
Net Calls
+$1.84M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
CSat Investment Advisory
Michigan
$10K +$1.39K +130 +17%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$9K -$2.14K -200 -20%
BCA
253
Berman Capital Advisors
Georgia
$9K +$64 +6 +0.7%
S
254
SignatureFD
Georgia
$7K
TCOV
255
Trust Company of Vermont
Vermont
$6K
FHA
256
First Horizon Advisors
Tennessee
$5K -$10.7K -1,000 -67%
CFG
257
Citizens Financial Group
Rhode Island
$5K
GAM
258
Gemmer Asset Management
California
$5K
AIL
259
AGF Investments LLC
Ontario, Canada
$4K -$57K -5,330 -93%
EWM
260
Endurance Wealth Management
Rhode Island
$4K
GWS
261
Glassman Wealth Services
Virginia
$4K
SFS
262
Sowell Financial Services
Arkansas
$4K +$3.48K +325 New
QCG
263
Quadrant Capital Group
Ohio
$3K
GWAG
264
Garrett Wealth Advisory Group
Texas
$2.39K +$2.35K +220 New
LC
265
Lindbrook Capital
California
$1K
IA
266
IFP Advisors
Florida
$1K +$1.08K +101 New
Bessemer Group
267
Bessemer Group
New Jersey
$1K +$1.19K +111 New
GT
268
Glenmede Trust
Pennsylvania
$707
Wellington Management Group
269
Wellington Management Group
Massachusetts
-$4.76M -441,904 Closed
USAA
270
United Services Automobile Association
Texas
-$4.5M -417,272 Closed
Squarepoint
271
Squarepoint
New York
-$3.82M -354,348 Closed
EGM
272
Engineers Gate Manager
New York
-$2.25M -208,668 Closed
JAM
273
Jacobs Asset Management
New York
-$2.16M -200,000 Closed
Canada Life
274
Canada Life
Manitoba, Canada
-$2.1M -194,480 Closed
LCM
275
Laurion Capital Management
New York
-$1.44M -133,700 Closed

VLY Hedge Fund Activity: Q3 2019 in Review

269 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2019, worth a combined $2.22B — down 0.04% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VLY positions and 26 closed out — a net gain of 12 holders — while 69 added to existing stakes and 93 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.89M. The largest seller was State Street, cutting an estimated $8.3M.

  • 269 institutional investors held Valley National Bancorp (VLY) as of Q3 2019, up from 258 in Q2 2019.
  • Funds reported $2.22B of Valley National Bancorp stock for Q3 2019, down 0.04% quarter-over-quarter.
  • 38 funds opened new Valley National Bancorp positions in Q3 2019 and 26 closed out, a net change of +12 holders.
  • The largest Valley National Bancorp buyer in Q3 2019 was Dimensional Fund Advisors, an estimated $6.89M added.
  • The largest Valley National Bancorp seller in Q3 2019 was State Street, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2019.