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.
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: 262 → 272 (+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: 1 → 1 (0)
19% less capital invested
Capital invested by funds: $2.22B → $1.79B (-$429M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$44.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$15.3M |
| 3 |
BlackRock
New York
|
+$14.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.3M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$31.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$24.8M |
| 3 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$8.17M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$7.71M |
| 5 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$6.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
301
Orrstown Financial Services
Harrisburg,
Pennsylvania
| – | -$15K | -1,350 | Closed |
|
|
LWM
302
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$14K | -1,268 | Closed |
|
|
CTC
303
Central Trust Company
Jefferson City,
Missouri
| – | -$11K | -1,020 | Closed |
|
|
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$7K | -665 | Closed |
|
|
WSTAM
305
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$7K | -580 | Closed |
|
|
RE
306
RBC Europe
London,
United Kingdom
| – | -$5.01K | -445 | Closed |
|
|
GRP
307
Global Retirement Partners
San Rafael,
California
| – | -$2K | -134 | Closed |
|
|
PCG
308
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -109 | Closed |
|
|
TFA
309
Toth Financial Advisory
Leesburg,
Virginia
| – | -$1K | -100 | Closed |
|
310
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -84 | Closed |
|
|
PFBT
311
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -68 | Closed |
|
|
CPIG
312
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$1K | -63 | 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.