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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
HC
51
Hourglass Capital
Texas
$5.63M -$400K -31,750 -6%
USAA
52
United Services Automobile Association
Texas
$5.12M +$1.96M +155,800 +59%
Federated Hermes
53
Federated Hermes
Pennsylvania
$4.95M +$685K +54,338 +15%
Legal & General Group
54
Legal & General Group
United Kingdom
$4.46M -$267K -21,189 -5%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$4.37M +$1.04M +82,800 +30%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$4.17M +$11.1K +879 +0.3%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$4.01M -$252K -20,000 -6%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$3.93M
MPM
59
Meritage Portfolio Management
Kansas
$3.82M -$356K -28,265 -8%
MIM
60
MetLife Investment Management
New Jersey
$3.82M +$465K +36,881 +13%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$3.73M -$61.3K -4,865 -2%
SCP
62
Siena Capital Partners
Illinois
$3.71M
CAM
63
Congress Asset Management
Massachusetts
$3.61M -$124K -9,855 -3%
Renaissance Technologies
64
Renaissance Technologies
New York
$3.24M -$5.01M -397,052 -60%
CS
65
Credit Suisse
Switzerland
$3.1M +$533K +42,237 +20%
UBS AM
66
UBS AM
Illinois
$3.02M +$54.2K +4,299 +2%
SEI Investments
67
SEI Investments
Pennsylvania
$2.99M +$435K +34,466 +16%
MOACM
68
Mutual of America Capital Management
New York
$2.76M +$115K +9,082 +4%
RJA
69
Raymond James & Associates
Florida
$2.7M +$15.1K +1,200 +0.5%
Comerica Bank
70
Comerica Bank
Texas
$2.57M -$55.6K -4,412 -2%
AIA
71
Avalon Investment & Advisory
Texas
$2.51M +$241K +19,111 +10%
SCM
72
Stevens Capital Management
Pennsylvania
$2.5M +$2.59M +205,155 New
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$2.46M
First Trust Advisors
74
First Trust Advisors
Illinois
$2.29M -$1.46M -116,098 -38%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$2.27M

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.