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Valley National Bancorp

212 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.2M

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$80.9M)

6.34% more ownership

Funds ownership: 48.48%54.82% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 213212 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
73
Reduced
56
Closed
24
Calls
$1.67M
Puts
$1.2M
Net Calls
+$465K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$7.59M -$352K -35,000 -4%
Charles Schwab
27
Charles Schwab
California
$6.96M +$3.1M +309,093 +79%
First Trust Advisors
28
First Trust Advisors
Illinois
$6.58M +$1.02M +101,481 +18%
RA
29
Royce & Associates
New York
$5.6M +$321K +32,000 +6%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$5.56M +$80.3K +8,000 +1%
AIG
31
American International Group
New York
$5.3M +$1.15M +114,653 +27%
Principal Financial Group
32
Principal Financial Group
Iowa
$5.19M -$64K -6,372 -1%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$5.11M -$164K -16,300 -3%
Citigroup
34
Citigroup
New York
$4.89M +$1.92M +190,917 +63%
NFA
35
Nationwide Fund Advisors
Ohio
$4.77M +$1.48M +147,370 +44%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.38M +$3.68M +366,566 +490%
Morgan Stanley
37
Morgan Stanley
New York
$4.33M -$2.52M -251,320 -36%
CS
38
Credit Suisse
Switzerland
$3.9M +$1.59M +158,518 +67%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.73M +$999K +99,477 +36%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.69M +$795K +79,185 +27%
AllianceBernstein
41
AllianceBernstein
Tennessee
$3.64M +$1.36M +135,396 +58%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.63M +$39.2K +3,900 +1%
MAA
43
Managed Account Advisors
New Jersey
$3.61M +$3.65M +363,843 New
BG
44
BlackRock Group
United Kingdom
$3.56M -$777K -77,408 -18%
HighTower Advisors
45
HighTower Advisors
Illinois
$3.47M +$352K +35,059 +11%
VNB
46
Valley National Bancorp
New York
$3.39M -$142K -14,090 -4%
BCM
47
Basswood Capital Management
New York
$3.23M
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$3.14M +$1.5M +149,523 +89%
Bank of America
49
Bank of America
North Carolina
$2.82M +$186K +18,517 +7%
TA
50
Teachers Advisors
New York
$2.75M +$1.48M +146,910 +113%

VLY Hedge Fund Activity: Q2 2014 in Review

212 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2014, worth a combined $1.09B — up 8% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of VLY and 23 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 73 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $35M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $22.5M.

  • 212 institutional investors held Valley National Bancorp (VLY) as of Q2 2014, down from 213 in Q1 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q2 2014, up 8% quarter-over-quarter.
  • 23 funds opened new Valley National Bancorp positions in Q2 2014 and 24 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $35M added.
  • The largest Valley National Bancorp seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2014.