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Valley National Bancorp
VLY

213 hedge funds and large institutions have $1.01B invested in Valley National Bancorp in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $610K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $933M → $1.01B (+$74.3M)

3% more funds holding

Funds holding: 207 → 213 (+6)

2.18% more ownership

Funds ownership: 46.3% → 48.48% (+2.2%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
70
Reduced
66
Closed
14
Calls
$2.3M
Puts
$610K
Net Calls
+$1.69M
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$17.8M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
+$10.8M
3
American Century Companies
American Century Companies
Missouri
+$10.2M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$8.03M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$6.13M
2
RMA
Roffman Miller Associates
Pennsylvania
-$5.45M
3
BFA
BlackRock Fund Advisors
California
-$5.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.52M
5
LOM
Loeb Offshore Management
New York
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$5.82M -$130K -13,000 -2%
RA
27
Royce & Associates
New York
$5.55M – – –
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$5.54M – – –
Principal Financial Group
29
Principal Financial Group
Iowa
$5.52M +$457K +45,626 +9%
Citadel Advisors
30
Citadel Advisors
Florida
$5.04M -$2.52M -251,213 -34%
HMC
31
Harvard Management Company
Massachusetts
$4.77M – – –
BG
32
BlackRock Group
United Kingdom
$4.54M +$2.86M +285,694 +190%
AIG
33
American International Group
New York
$4.37M -$58.8K -5,865 -1%
Charles Schwab
34
Charles Schwab
California
$4.09M +$496K +49,448 +14%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$3.77M +$15K +1,500 +0.4%
VNB
36
Valley National Bancorp
New York
$3.71M -$508K -50,719 -12%
U
37
UBS
Switzerland
$3.52M +$865K +86,265 +34%
NFA
38
Nationwide Fund Advisors
Ohio
$3.47M -$44.5K -4,440 -1%
BCM
39
Basswood Capital Management
New York
$3.4M – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$3.28M +$413K +41,217 +15%
Citigroup
41
Citigroup
New York
$3.15M -$949K -94,724 -24%
JP Morgan Chase
42
JP Morgan Chase
New York
$3.11M +$1.07M +107,181 +56%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.88M -$40.5K -4,040 -1%
Bank of America
44
Bank of America
North Carolina
$2.77M -$558K -55,651 -17%
Wells Fargo
45
Wells Fargo
California
$2.74M +$308K +30,730 +13%
RFC
46
Russell Frank Company
Washington
$2.68M +$11.1K +1,103 +0.4%
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$2.65M -$141K -14,111 -5%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$2.6M +$48.1K +4,802 +2%
TCIM
49
TIAA CREF Investment Management
New York
$2.58M -$92.3K -9,210 -4%
Jane Street
50
Jane Street
New York
$2.54M +$2.14M +213,332 +689%
1
2
3 4 5

VLY Hedge Fund Activity: Q1 2014 in Review

213 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2014, worth a combined $1.01B — up 8% from $933M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VLY positions and 14 closed out — a net gain of 7 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $17.8M. The largest seller was State Street, cutting an estimated $6.13M.

  • 213 institutional investors held Valley National Bancorp (VLY) as of Q1 2014, up from 207 in Q4 2013.
  • Funds reported $1.01B of Valley National Bancorp stock for Q1 2014, up 8% quarter-over-quarter.
  • 21 funds opened new Valley National Bancorp positions in Q1 2014 and 14 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q1 2014 was BlackRock Advisors, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q1 2014 was State Street, an estimated $6.13M sold.

Based on aggregated 13F filings for Q1 2014.