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Valley National Bancorp
VLY

265 hedge funds and large institutions have $1.99B invested in Valley National Bancorp in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $1.79B → $1.99B (+$199M)

1.78% more ownership

Funds ownership: 60.87% → 62.65% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 273 → 265 (-8)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $792K | Put options by funds: $1.16M

Holders
265
Holders Change
-8
Holders Change %
-2.93%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
86
Reduced
74
Closed
33
Calls
$792K
Puts
$1.16M
Net Calls
-$371K
Net Calls Change
-$1.65M

Top Buyers

Rank Fund Capital Flow
1
TYCC
Texas Yale Capital Corp
Florida
+$16.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13.6M
3
BlackRock
BlackRock
New York
+$12.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.2M
5
NI
Nuance Investments
Missouri
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$16.1M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.85M
3
CAI
Capital Advisors Inc
Oklahoma
-$8.23M
4
HAM
Hillcrest Asset Management
Texas
-$6.99M
5
Morgan Stanley
Morgan Stanley
New York
-$5.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$2.14M -$36.1K -3,543 -2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$1.94M – – –
Canada Life
78
Canada Life
Manitoba, Canada
$1.93M -$28.5K -2,799 -1%
Citadel Advisors
79
Citadel Advisors
Florida
$1.9M -$1.35M -132,457 -40%
SCM
80
Stevens Capital Management
Pennsylvania
$1.83M +$1.95M +191,220 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M -$32.8K -3,225 -2%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$1.73M – – –
HSA
83
HBK Sorce Advisory
Pennsylvania
$1.72M +$16K +1,568 +0.9%
MSA
84
Mason Street Advisors
Wisconsin
$1.69M +$29.6K +2,904 +2%
CIC
85
Cornercap Investment Counsel
Georgia
$1.63M +$37.8K +3,715 +2%
AG
86
Aperio Group
California
$1.38M +$32.7K +3,216 +2%
OPERF
87
Oregon Public Employees Retirement Fund
Oregon
$1.27M – – –
Asset Management One
88
Asset Management One
Japan
$1.23M – – –
HW
89
Hancock Whitney
Mississippi
$1.2M +$371K +36,435 +41%
AIP
90
Ameritas Investment Partners
Nebraska
$1.2M – – –
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.18M – – –
SOMRS
92
State of Michigan Retirement System
Michigan
$1.13M +$1.02K +100 +0.1%
Barclays
93
Barclays
United Kingdom
$1.11M -$773K -75,896 -40%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M – – –
SW
95
SVB Wealth
Massachusetts
$1.08M – – –
ProShare Advisors
96
ProShare Advisors
Maryland
$1M +$78K +7,659 +8%
Citigroup
97
Citigroup
New York
$920K +$2.27K +223 +0.2%
DF
98
Donoghue Forlines
Massachusetts
$916K +$974K +95,644 New
BCM
99
Basswood Capital Management
New York
$869K – – –
LSERS
100
Louisiana State Employees Retirement System
Louisiana
$852K +$9.16K +900 +1%
2 3
4
5 6

VLY Hedge Fund Activity: Q1 2019 in Review

265 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2019, worth a combined $1.99B — up 11% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of VLY and 28 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 86 added.

The largest buyer was Texas Yale Capital Corp, adding an estimated $16.1M. The largest seller was State Street, cutting an estimated $16.1M.

  • 265 institutional investors held Valley National Bancorp (VLY) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $1.99B of Valley National Bancorp stock for Q1 2019, up 11% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2019 and 33 closed out, a net change of -5 holders.
  • The largest Valley National Bancorp buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $16.1M added.
  • The largest Valley National Bancorp seller in Q1 2019 was State Street, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2019.