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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
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$36K +$39.1K +5,265 New
BWP
252
Baldwin Wealth Partners
Massachusetts
$34K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$27K
PA
254
Parallel Advisors
California
$25K +$527 +71 +2%
NFG
255
Next Financial Group
Texas
$25K +$26.6K +3,577 New
HIA
256
Harbor Investment Advisory
Maryland
$24K +$13.2K +1,781 +107%
GRP
257
Global Retirement Partners
California
$23K
MAM
258
Meeder Asset Management
Ohio
$20K -$249K -33,514 -92%
GWM
259
Geneos Wealth Management
Colorado
$18K
S
260
SignatureFD
Georgia
$15K -$691 -93 -4%
MFT
261
Moisand Fitzgerald Tamayo
Florida
$14K
ME
262
McIlrath & Eck
Washington
$11K
CIA
263
CSat Investment Advisory
Michigan
$11K +$1.57K +211 +16%
MI
264
Markston International
New York
$10K
RAM
265
Riggs Asset Management
Pennsylvania
$10K +$11.1K +1,500 New
CFGS
266
Concourse Financial Group Securities
Alabama
$9K
GI
267
Gradient Investments
Minnesota
$9K
US Bancorp
268
US Bancorp
Minnesota
$8K -$12.3K -1,662 -59%
SL
269
Savior LLC
Massachusetts
$8K +$119 +16 +1%
QCG
270
Quadrant Capital Group
Ohio
$7K -$5.39K -726 -41%
VNA
271
Valley National Advisers
Pennsylvania
$7K
APA
272
American Portfolios Advisors
New York
$6.17K
AW
273
Alpha Windward
Massachusetts
$6K -$4.55K -613 -42%
WEC
274
Winslow Evans & Crocker
Massachusetts
$6K
EI
275
Ellevest Inc
New York
$5K -$364 -49 -6%

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.