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Valley National Bancorp

223 hedge funds and large institutions have $1.32B invested in Valley National Bancorp in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $449K

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 55.25%55.02% (-0.23%)

1% less capital invested

Capital invested by funds: $1.34B → $1.32B (-$20M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 226223 (-3)

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
63
Closed
30
Calls
$3.44M
Puts
$449K
Net Calls
+$2.99M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.53M -$1.85M -203,647 -19%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$8.46M +$209K +23,000 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$7.83M -$11.3M -1,240,381 -60%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$7.5M
Wells Fargo
30
Wells Fargo
California
$7.34M +$1.34M +147,480 +24%
WMSA
31
Weiss Multi-Strategy Advisers
New York
$7.17M +$6.82M +751,178 New
TCIM
32
TIAA CREF Investment Management
New York
$7.05M -$131K -14,429 -2%
Principal Financial Group
33
Principal Financial Group
Iowa
$7.05M +$194K +21,400 +3%
TAM
34
Third Avenue Management
New York
$6.93M +$5.1K +561 +0.1%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$6.49M +$48.1K +5,300 +0.8%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$6.24M -$414K -45,600 -7%
PCMF
37
Private Capital Management (Florida)
Florida
$5.7M -$121K -13,357 -2%
AIG
38
American International Group
New York
$5.45M +$3.15K +347 +0.1%
Morgan Stanley
39
Morgan Stanley
New York
$5.23M -$982K -108,075 -16%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$5.16M +$361K +39,725 +8%
NFA
41
Nationwide Fund Advisors
Ohio
$4.99M -$25.8K -2,845 -0.5%
Citigroup
42
Citigroup
New York
$4.9M +$2.21M +243,617 +90%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$4.71M +$573K +63,119 +15%
CS
44
Credit Suisse
Switzerland
$4.56M +$1.23M +135,516 +40%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.25M +$97.5K +10,739 +2%
SDIC
46
South Dakota Investment Council
South Dakota
$4.17M
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$3.92M +$3.73M +410,764 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.78M +$812K +89,400 +28%
Alyeska Investment Group
49
Alyeska Investment Group
Illinois
$3.68M +$3.51M +386,122 New
TA
50
Teachers Advisors
New York
$3.59M +$202K +22,225 +6%

VLY Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2016, worth a combined $1.32B — down 1.5% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of VLY and 28 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 83 added.

The largest buyer was Millennium Management, adding an estimated $28.5M. The largest seller was Sprucegrove Investment Management, cutting an estimated $23.6M.

  • 223 institutional investors held Valley National Bancorp (VLY) as of Q1 2016, down from 226 in Q4 2015.
  • Funds reported $1.32B of Valley National Bancorp stock for Q1 2016, down 1.5% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2016 and 30 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q1 2016 was Millennium Management, an estimated $28.5M added.
  • The largest Valley National Bancorp seller in Q1 2016 was Sprucegrove Investment Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2016.