Valley National Bancorp
289 hedge funds and large institutions have $1.75B invested in Valley National Bancorp in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 66 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less call options, than puts
Call options by funds: $1.24M | Put options by funds: $1.25M
0.85% less ownership
Funds ownership: 60.05% → 59.2% (-0.85%)
9% less funds holding
Funds holding: 318 → 289 (-29)
17% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 103
37% less capital invested
Capital invested by funds: $2.78B → $1.75B (-$1.03B)
38% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$13M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.1M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$9.86M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$17.3M |
| 2 |
Renaissance Technologies
New York
|
-$16.5M |
| 3 |
Morgan Stanley
New York
|
-$7.39M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$6.43M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGWM
351
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1.5K | -153 | Closed |
|
352
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -111 | Closed |
|
353
Simplex Trading
Chicago,
Illinois
| – | +$59 | +6 | New |
|
|
BC
354
Bartlett & Co
Cincinnati,
Ohio
| – | +$587 | +60 | New |
|
VLY Hedge Fund Activity: Q1 2020 in Review
289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2020, worth a combined $1.75B — down 37% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of VLY and 41 opened new positions — a net loss of 25 holders — while 103 trimmed existing stakes and 86 added.
The largest buyer was Goldman Sachs, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $17.3M.
- 289 institutional investors held Valley National Bancorp (VLY) as of Q1 2020, down from 318 in Q4 2019.
- Funds reported $1.75B of Valley National Bancorp stock for Q1 2020, down 37% quarter-over-quarter.
- 41 funds opened new Valley National Bancorp positions in Q1 2020 and 66 closed out, a net change of -25 holders.
- The largest Valley National Bancorp buyer in Q1 2020 was Goldman Sachs, an estimated $13M added.
- The largest Valley National Bancorp seller in Q1 2020 was BlackRock, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2020.