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Valley National Bancorp

318 hedge funds and large institutions have $2.78B invested in Valley National Bancorp in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 130 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

132% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 56

86% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.3M

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$561M)

18% more funds holding

Funds holding: 269318 (+49)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 61.51%60.05% (-1.5%)

Holders
318
Holders Change
+49
Holders Change %
+18.22%
% of All Funds
6.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
130
Reduced
56
Closed
22
Calls
$2.42M
Puts
$1.3M
Net Calls
+$1.12M
Net Calls Change
-$716K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
301
Berman Capital Advisors
Georgia
$9K +$81 +7 +0.8%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$9K +$9.36K +813 New
FHA
303
First Horizon Advisors
Tennessee
$6K
TCOV
304
Trust Company of Vermont
Vermont
$6K
APWM
305
Atlas Private Wealth Management
New York
$6K +$5.98K +520 New
BCI
306
Brinker Capital Investments
Pennsylvania
$6K +$6K +521 New
RCA
307
Ranch Capital Advisors
Florida
$6K +$6.04K +525 New
GAM
308
Gemmer Asset Management
California
$5K
TFO
309
Tarbox Family Office
California
$5K +$4.62K +401 New
GWS
310
Glassman Wealth Services
Virginia
$4K
SFS
311
Sowell Financial Services
Arkansas
$4K
Group One Trading
312
Group One Trading
Illinois
$3K +$2.76K +240 New
Bessemer Group
313
Bessemer Group
New Jersey
$1K
LC
314
Lindbrook Capital
California
$1K
EI
315
Ellevest Inc
New York
$1K +$1.17K +102 New
HGWM
316
Harvest Group Wealth Management
Massachusetts
$1K +$1.76K +153 New
TPCW
317
TD Private Client Wealth
New York
$687 +$691 +60 New
CAI
318
Capital Advisors Inc
Oklahoma
-$11.4M -1,059,010 Closed
Hotchkis & Wiley Capital Management
319
Hotchkis & Wiley Capital Management
California
-$5.96M -548,030 Closed
CCM
320
Chicago Capital Management
Illinois
-$4.31M -396,724 Closed
WAM
321
Wolverine Asset Management
Illinois
-$4.22M -388,760 Closed
MI
322
M3F Inc
Utah
-$2.5M -230,400 Closed
KPF
323
K2 Principal Fund
Ontario, Canada
-$2.32M -213,200 Closed
GCIA
324
Gabelli & Co Investment Advisers
New York
-$1.2M -110,224 Closed
PCM
325
Prelude Capital Management
New York
-$1.09M -100,430 Closed

VLY Hedge Fund Activity: Q4 2019 in Review

318 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2019, worth a combined $2.78B — up 25% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VLY positions and 22 closed out — a net gain of 57 holders — while 130 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $95.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $46.3M.

  • 318 institutional investors held Valley National Bancorp (VLY) as of Q4 2019, up from 269 in Q3 2019.
  • Funds reported $2.78B of Valley National Bancorp stock for Q4 2019, up 25% quarter-over-quarter.
  • 79 funds opened new Valley National Bancorp positions in Q4 2019 and 22 closed out, a net change of +57 holders.
  • The largest Valley National Bancorp buyer in Q4 2019 was BlackRock, an estimated $95.2M added.
  • The largest Valley National Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2019.