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Valley National Bancorp
VLY

208 hedge funds and large institutions have $1.14B invested in Valley National Bancorp in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 102 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $1.09B → $1.14B (+$54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 210 → 208 (-2)

5.15% less ownership

Funds ownership: 56.07% → 50.92% (-5.1%)

78% less call options, than puts

Call options by funds: $146K | Put options by funds: $679K

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
102
Reduced
42
Closed
23
Calls
$146K
Puts
$679K
Net Calls
-$533K
Net Calls Change
-$1.65M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$20.6M
2
BFA
BlackRock Fund Advisors
California
+$17.4M
3
Macquarie Group
Macquarie Group
Australia
+$15.6M
4
DIA
Denver Investment Advisors
Colorado
+$8.79M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$7.62M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$21.9M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$17.7M
3
BCM
Basswood Capital Management
New York
-$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.01M
5
RA
Royce & Associates
New York
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
76
Kelleher Financial Advisors
New York
$1.11M +$3.88K +400 +0.3%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$1.09M – – –
SW
78
SVB Wealth
Massachusetts
$1.09M +$1.09M +112,316 New
NYCB
79
New York Community Bank
New York
$1.02M – – –
VAM
80
Visium Asset Management
New York
$1.02M +$763K +78,782 +301%
SOMRS
81
State of Michigan Retirement System
Michigan
$1.02M +$138K +14,200 +16%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$1.01M +$156K +16,123 +18%
N
83
Nuveen
North Carolina
$957K +$13.7K +1,415 +1%
PA
84
Pinnacle Associates
New York
$871K – – –
First Manhattan
85
First Manhattan
New York
$869K -$10.7K -1,101 -1%
VWM
86
Valley Wealth Managers
New Jersey
$863K -$44.1K -4,551 -5%
DC
87
Deere & Company
Illinois
$844K +$69.8K +7,200 +9%
MSA
88
Mason Street Advisors
Wisconsin
$835K +$109K +11,217 +15%
Federated Hermes
89
Federated Hermes
Pennsylvania
$813K +$125K +12,866 +18%
LMGAM
90
Liberty Mutual Group Asset Management
Massachusetts
$689K +$86.4K +8,916 +14%
BFC
91
Banc Funds Company
Illinois
$665K +$663K +68,451 New
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$644K – – –
OPERF
93
Oregon Public Employees Retirement Fund
Oregon
$626K +$82.3K +8,500 +15%
MERSOM
94
Municipal Employees' Retirement System of Michigan
Michigan
$607K +$48.1K +4,960 +9%
LSERS
95
Louisiana State Employees Retirement System
Louisiana
$582K +$79.4K +8,200 +16%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$579K +$326K +33,604 +129%
AAM
97
Advisors Asset Management
Colorado
$575K +$520K +53,711 +979%
CAN
98
Cetera Advisor Networks
California
$570K +$8.72K +900 +2%
Mariner
99
Mariner
Kansas
$565K – – –
HCM
100
Highlander Capital Management
New Jersey
$559K – – –
2 3
4
5 6

VLY Hedge Fund Activity: Q4 2014 in Review

208 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2014, worth a combined $1.14B — up 5% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VLY positions and 23 closed out — a net gain of 3 holders — while 102 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $21.9M sold.

  • 208 institutional investors held Valley National Bancorp (VLY) as of Q4 2014, down from 210 in Q3 2014.
  • Funds reported $1.14B of Valley National Bancorp stock for Q4 2014, up 5% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q4 2014 and 23 closed out, a net change of +3 holders.
  • The largest Valley National Bancorp buyer in Q4 2014 was Vanguard Group, an estimated $20.6M added.
  • The largest Valley National Bancorp seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2014.