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Valley National Bancorp

264 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $811K

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

1.37% more ownership

Funds ownership: 55.6%56.96% (+1.4%)

0% less capital invested

Capital invested by funds: $2.29B → $2.29B (-$1.33M)

2% less funds holding

Funds holding: 270264 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
99
Reduced
73
Closed
29
Calls
$2.01M
Puts
$811K
Net Calls
+$1.2M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$11.4M -$1.04M -82,609 -8%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$10.3M +$1.7M +134,500 +19%
Wells Fargo
28
Wells Fargo
California
$10.3M -$458K -36,297 -4%
IP
29
Interval Partners
New York
$10.2M -$4.65M -368,739 -31%
TCIM
30
TIAA CREF Investment Management
New York
$10.1M -$5.03M -399,118 -32%
HAM
31
Hillcrest Asset Management
Texas
$9.8M -$90.2K -7,150 -0.9%
Invesco
32
Invesco
Georgia
$9.46M +$1.36M +107,552 +16%
MCA
33
Mendon Capital Advisors
Florida
$9.12M -$8.22M -651,918 -47%
AIG
34
American International Group
New York
$8.98M +$626K +49,646 +7%
GI
35
Gradient Investments
Minnesota
$8.73M +$302K +23,975 +3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$8.71M +$693K +54,951 +8%
SIM
37
Sprucegrove Investment Management
Ontario, Canada
$7.79M -$1.15M -90,900 -12%
CAM
38
ClariVest Asset Management
California
$7.51M -$90.8K -7,200 -1%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$7.51M -$90.8K -7,200 -1%
TA
40
Teachers Advisors
New York
$7.45M +$1.67M +132,641 +28%
UBS Group
41
UBS Group
Switzerland
$7.4M +$3.2M +253,959 +72%
LSV Asset Management
42
LSV Asset Management
Illinois
$7.22M
JP Morgan Chase
43
JP Morgan Chase
New York
$6.92M +$1.65M +130,503 +30%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$6.67M +$849K +67,339 +14%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.62M
SIC
46
Salem Investment Counselors
North Carolina
$6.32M +$229K +18,187 +4%
PCM
47
Peregrine Capital Management
Minnesota
$6.15M -$932K -73,901 -13%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$6.01M +$1.27M +100,500 +26%
AllianceBernstein
49
AllianceBernstein
Tennessee
$5.8M +$737K +58,440 +14%
PPA
50
Parametric Portfolio Associates
Washington
$5.69M -$4.05M -320,835 -41%

VLY Hedge Fund Activity: Q2 2018 in Review

264 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2018, worth a combined $2.29B — down 0.06% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VLY and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $11M.

  • 264 institutional investors held Valley National Bancorp (VLY) as of Q2 2018, down from 270 in Q1 2018.
  • Funds reported $2.29B of Valley National Bancorp stock for Q2 2018, down 0.06% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2018 and 29 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q2 2018 was BlackRock, an estimated $46.8M added.
  • The largest Valley National Bancorp seller in Q2 2018 was Dimensional Fund Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.