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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
APWM
276
Atlas Private Wealth Management
New York
$4K +$52 +7 +1%
AIL
277
AGF Investments LLC
Ontario, Canada
$3K
RCA
278
Ranch Capital Advisors
Florida
$3K
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$3K
VCM
280
Versant Capital Management
Arizona
$3K
LC
281
Lindbrook Capital
California
$2K -$2.15K -289 -52%
PFWA
282
Paces Ferry Wealth Advisors
Georgia
$2K +$1.66K +224 New
CAM
283
ClariVest Asset Management
California
$1K -$835K -112,400 -100%
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
GWS
285
Glassman Wealth Services
Virginia
$1K
SSB
286
Sandy Spring Bank
Maryland
$1K
BCA
287
Berman Capital Advisors
Georgia
$1K +$7 +1 +0.4%
BFG
288
Baron Financial Group
New Jersey
$685 +$743 +100 New
Millennium Management
289
Millennium Management
New York
$400 -$4.19M -564,528 -91%
SSW
290
Smith Shellnut Wilson
Mississippi
$150
FCA
291
FinTrust Capital Advisors
South Carolina
$72
Fidelity Investments
292
Fidelity Investments
Massachusetts
-$14.7M -1,884,924 Closed
KCM
293
Kennedy Capital Management
Missouri
-$11M -1,407,283 Closed
Lord, Abbett & Co
294
Lord, Abbett & Co
New Jersey
-$7.25M -926,987 Closed
FP
295
Foundry Partners
Minnesota
-$3.19M -407,850 Closed
State of Tennessee, Department of Treasury
296
State of Tennessee, Department of Treasury
Tennessee
-$1.51M -193,167 Closed
KOCAA
297
Knights of Columbus Asset Advisors
Connecticut
-$1.27M -162,696 Closed
EMFAT
298
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$945K -120,870 Closed
Renaissance Technologies
299
Renaissance Technologies
New York
-$760K -97,139 Closed
AWM
300
Alterna Wealth Management
Texas
-$326K -41,737 Closed

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.