Valley National Bancorp
269 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 44 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 79
20% more capital invested
Capital invested by funds: $1.91B → $2.29B (+$383M)
5% less funds holding
Funds holding: 282 → 269 (-13)
8.72% less ownership
Funds ownership: 64.32% → 55.6% (-8.7%)
23% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 44
39% less call options, than puts
Call options by funds: $2.3M | Put options by funds: $3.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$38.8M |
| 3 |
BlackRock
New York
|
+$36.7M |
| 4 |
Bank of New York Mellon
New York
|
+$27.2M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$10.9M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.93M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$5.69M |
| 4 |
Millennium Management
New York
|
-$5.62M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
301
PEAK6 Group
Chicago,
Illinois
| – | -$69.8K | -5,596 | Closed |
|
|
II
302
Inspire Investing
Meridian,
Idaho
| – | -$53K | -4,766 | Closed |
|
|
NIT
303
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$30K | -2,700 | Closed |
|
304
Bessemer Group
Woodbridge,
New Jersey
| – | -$25K | -2,225 | Closed |
|
|
DCM
305
Delpha Capital Management
New York
| – | -$19K | -1,709 | Closed |
|
|
VCM
306
Vigilant Capital Management
Portland,
Maine
| – | -$11K | -1,018 | Closed |
|
307
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$8K | -704 | Closed |
|
|
CA
308
Calton & Associates
Tampa,
Florida
| – | -$7K | -600 | Closed |
|
|
STA
309
Summit Trail Advisors
New York
| – | -$6K | -528 | Closed |
|
|
PGA
310
Premia Global Advisors
Coral Gables,
Florida
| – | -$3K | -312 | Closed |
|
|
BWA
311
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$2K | -141 | Closed |
|
VLY Hedge Fund Activity: Q1 2018 in Review
269 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2018, worth a combined $2.29B — up 20% from $1.91B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of VLY and 34 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 97 added.
The largest buyer was Vanguard Group, adding an estimated $58.3M. The largest seller was American Century Companies, cutting an estimated $10.9M.
- 269 institutional investors held Valley National Bancorp (VLY) as of Q1 2018, down from 282 in Q4 2017.
- Funds reported $2.29B of Valley National Bancorp stock for Q1 2018, up 20% quarter-over-quarter.
- 34 funds opened new Valley National Bancorp positions in Q1 2018 and 44 closed out, a net change of -10 holders.
- The largest Valley National Bancorp buyer in Q1 2018 was Vanguard Group, an estimated $58.3M added.
- The largest Valley National Bancorp seller in Q1 2018 was American Century Companies, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2018.