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Valley National Bancorp
VLY

210 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.34M

1.24% more ownership

Funds ownership: 54.82% → 56.07% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $1.09B → $1.09B (-$1.1M)

1% less funds holding

Funds holding: 212 → 210 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

46% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 87

Holders
210
Holders Change
-2
Holders Change %
-0.94%
% 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
17
Increased
47
Reduced
87
Closed
18
Calls
$2.46M
Puts
$1.34M
Net Calls
+$1.12M
Net Calls Change
+$652K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$30.8M
2
Northern Trust
Northern Trust
Illinois
+$17.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.1M
4
BCM
Basswood Capital Management
New York
+$7.56M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
+$5.01M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$15.9M
2
BA
BlackRock Advisors
Delaware
-$14.3M
3
Goldman Sachs
Goldman Sachs
New York
-$4.27M
4
BFA
BlackRock Fund Advisors
California
-$3.93M
5
BIT
BlackRock Institutional Trust
California
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMS
126
Index Management Solutions
Pennsylvania
$276K +$25.5K +2,588 +10%
SAM
127
Securian Asset Management
Minnesota
$261K -$11.6K -1,177 -4%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$256K -$14.1K -1,427 -5%
VAM
129
Visium Asset Management
New York
$253K +$39.9K +4,048 +18%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$252K -$542K -55,009 -68%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$235K -$690 -70 -0.3%
Franklin Resources
132
Franklin Resources
California
$223K -$63.8K -6,479 -22%
Creative Planning
133
Creative Planning
Kansas
$221K +$189K +19,209 +529%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$220K -$14.5K -1,475 -6%
AG
135
Aperio Group
California
$219K -$39.4K -4,002 -15%
SCM
136
Shelton Capital Management
Colorado
$215K – – –
Barclays
137
Barclays
United Kingdom
$209K -$106K -10,744 -32%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$204K – – –
VKH
139
Virtu KCG Holdings
New York
$200K -$340K -34,521 -63%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$189K -$58.3K -5,920 -23%
RCAG
141
Rehmann Capital Advisory Group
Michigan
$187K – – –
IH
142
IFC Holdings
Florida
$182K – – –
WAM
143
World Asset Management
Michigan
$176K -$7.12K -723 -4%
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$162K -$562 -57 -0.3%
OA
145
OFI Advisors
Pennsylvania
$162K +$10.2K +1,037 +7%
NPC
146
National Planning Corporation
California
$153K – – –
OC
147
Oppenheimer & Co
New York
$152K -$23.2K -2,350 -13%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$150K – – –
WIS
149
Wright Investors Service
Connecticut
$147K – – –
CAM
150
Capstone Asset Management
Texas
$146K +$40.8K +4,140 +38%
4 5
6
7 8

VLY Hedge Fund Activity: Q3 2014 in Review

210 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2014, worth a combined $1.09B — down 0.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VLY and 17 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 47 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $30.8M. The largest seller was Norges Bank, cutting an estimated $15.9M.

  • 210 institutional investors held Valley National Bancorp (VLY) as of Q3 2014, down from 212 in Q2 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q3 2014, down 0.1% quarter-over-quarter.
  • 17 funds opened new Valley National Bancorp positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q3 2014 was Macquarie Group, an estimated $30.8M added.
  • The largest Valley National Bancorp seller in Q3 2014 was Norges Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2014.