We are live on ! Find out more
VLY icon

Valley National Bancorp
VLY

212 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.2M

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$80.9M)

6.34% more ownership

Funds ownership: 48.48% → 54.82% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 213 → 212 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
73
Reduced
56
Closed
24
Calls
$1.67M
Puts
$1.2M
Net Calls
+$465K
Net Calls Change
-$1.22M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$35M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.5M
3
DIA
Denver Investment Advisors
Colorado
+$20.2M
4
SIM
Sprucegrove Investment Management
Ontario, Canada
+$16.7M
5
Norges Bank
Norges Bank
Norway
+$13.5M

Top Sellers

1
CWAM
Columbia Wanger Asset Management
Illinois
-$22.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.22M
3
Renaissance Technologies
Renaissance Technologies
New York
-$6.73M
4
Goldman Sachs
Goldman Sachs
New York
-$5.94M
5
TAM
Third Avenue Management
New York
-$5.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
126
Barclays
United Kingdom
$305K +$141K +14,044 +71%
Franklin Resources
127
Franklin Resources
California
$292K – – –
SAM
128
Securian Asset Management
Minnesota
$278K -$7.62K -759 -3%
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$276K -$854 -85 -0.3%
LPL Financial
130
LPL Financial
California
$266K +$65.6K +6,535 +32%
AG
131
Aperio Group
California
$263K -$43.5K -4,330 -14%
PG
132
PEAK6 Group
Illinois
$262K +$266K +26,457 New
IMS
133
Index Management Solutions
Pennsylvania
$256K +$181K +18,060 +232%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$252K -$457K -45,538 -64%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$240K +$743 +74 +0.3%
TCMG
137
TSP Capital Management Group
New Jersey
$240K +$243K +24,200 New
SCM
138
Shelton Capital Management
Colorado
$220K – – –
VAM
139
Visium Asset Management
New York
$219K +$222K +22,086 New
STC
140
SEI Trust Company
Pennsylvania
$209K +$30.1K +3,000 +17%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$209K +$211K +21,041 New
CA
142
Corrado Advisors
New Jersey
$208K – – –
RCAG
143
Rehmann Capital Advisory Group
Michigan
$191K – – –
IH
144
IFC Holdings
Florida
$189K – – –
WAM
145
World Asset Management
Michigan
$187K -$7.83K -780 -4%
QT
146
Quantbot Technologies
New York
$186K +$39.3K +3,918 +26%
OC
147
Oppenheimer & Co
New York
$179K +$4.72K +470 +3%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$166K -$15.9K -1,588 -9%
Stifel Financial
149
Stifel Financial
Missouri
$161K +$164K +16,306 New
NPC
150
National Planning Corporation
California
$158K -$9.04K -900 -5%
4 5
6
7 8

VLY Hedge Fund Activity: Q2 2014 in Review

212 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2014, worth a combined $1.09B — up 8% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of VLY and 23 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 73 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $35M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $22.5M.

  • 212 institutional investors held Valley National Bancorp (VLY) as of Q2 2014, down from 213 in Q1 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q2 2014, up 8% quarter-over-quarter.
  • 23 funds opened new Valley National Bancorp positions in Q2 2014 and 24 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $35M added.
  • The largest Valley National Bancorp seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2014.