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Valley National Bancorp

269 hedge funds and large institutions have $2.22B invested in Valley National Bancorp in 2019 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $262K

46% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 26

4% more funds holding

Funds holding: 258269 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $2.22B → $2.22B (-$982K)

0.56% less ownership

Funds ownership: 62.07%61.51% (-0.56%)

26% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 93

Holders
269
Holders Change
+11
Holders Change %
+4.26%
% of All Funds
5.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
69
Reduced
93
Closed
26
Calls
$2.1M
Puts
$262K
Net Calls
+$1.84M
Net Calls Change
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$10M +$3.55M +332,224 +56%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$9.94M -$218K -20,338 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$9.5M +$3.38M +315,478 +56%
Invesco
29
Invesco
Georgia
$9.38M -$1.35M -126,645 -13%
AIG
30
American International Group
New York
$9.09M -$140K -13,097 -2%
First Trust Advisors
31
First Trust Advisors
Illinois
$8.69M -$1.31M -122,316 -13%
PPA
32
Parametric Portfolio Associates
Washington
$8.34M +$242K +22,660 +3%
LSV Asset Management
33
LSV Asset Management
Illinois
$8.3M +$1.02M +95,300 +14%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$7.73M -$158K -14,726 -2%
PCM
35
Peregrine Capital Management
Minnesota
$7.44M -$1.7M -158,665 -19%
MCM
36
Maltese Capital Management
New York
$6.96M -$144K -13,473 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$6.79M +$80.2K +7,500 +1%
Legal & General Group
38
Legal & General Group
United Kingdom
$6.38M +$418K +39,068 +7%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$5.96M -$4.04M -377,360 -41%
JP Morgan Chase
40
JP Morgan Chase
New York
$5.83M +$545K +50,950 +10%
UBS Group
41
UBS Group
Switzerland
$5.78M -$1.02M -95,540 -15%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$5.5M +$64.7K +6,043 +1%
FP
43
Foundry Partners
Minnesota
$5M +$293K +27,388 +6%
Morgan Stanley
44
Morgan Stanley
New York
$4.81M -$192K -17,917 -4%
CS
45
Credit Suisse
Switzerland
$4.79M +$1.56M +146,068 +50%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$4.69M -$2.24K -209 -0%
Renaissance Technologies
47
Renaissance Technologies
New York
$4.63M +$1.03M +96,688 +29%
HC
48
Hourglass Capital
Texas
$4.34M -$360K -33,680 -8%
CCM
49
Chicago Capital Management
Illinois
$4.31M +$2.91M +271,724 +217%
WAM
50
Wolverine Asset Management
Illinois
$4.22M +$4.16M +388,760 New

VLY Hedge Fund Activity: Q3 2019 in Review

269 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2019, worth a combined $2.22B — down 0.04% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VLY positions and 26 closed out — a net gain of 12 holders — while 69 added to existing stakes and 93 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.89M. The largest seller was State Street, cutting an estimated $8.3M.

  • 269 institutional investors held Valley National Bancorp (VLY) as of Q3 2019, up from 258 in Q2 2019.
  • Funds reported $2.22B of Valley National Bancorp stock for Q3 2019, down 0.04% quarter-over-quarter.
  • 38 funds opened new Valley National Bancorp positions in Q3 2019 and 26 closed out, a net change of +12 holders.
  • The largest Valley National Bancorp buyer in Q3 2019 was Dimensional Fund Advisors, an estimated $6.89M added.
  • The largest Valley National Bancorp seller in Q3 2019 was State Street, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2019.