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Valley National Bancorp

223 hedge funds and large institutions have $1.32B invested in Valley National Bancorp in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $449K

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 55.25%55.02% (-0.23%)

1% less capital invested

Capital invested by funds: $1.34B → $1.32B (-$20M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 226223 (-3)

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
63
Closed
30
Calls
$3.44M
Puts
$449K
Net Calls
+$2.99M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Cetera Advisor Networks
California
$350K
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$338K -$83.6K -9,200 -21%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$337K -$8.8K -969 -3%
HCM
129
Highlander Capital Management
New Jersey
$335K +$104K +11,400 +48%
CC
130
Cannell & Co
New York
$334K
CG
131
Cutler Group
California
$310K +$295K +32,524 New
PFM
132
Parsec Financial Management
North Carolina
$308K +$293K +32,271 New
Stifel Financial
133
Stifel Financial
Missouri
$301K +$90.3K +9,942 +46%
Creative Planning
134
Creative Planning
Kansas
$290K
SAM
135
Securian Asset Management
Minnesota
$288K +$7.8K +859 +3%
Canada Life
136
Canada Life
Manitoba, Canada
$285K +$96.5K +10,629 +55%
IFAM
137
Institutional & Family Asset Management
Colorado
$278K
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$274K +$25K +2,750 +11%
RJFSA
139
Raymond James Financial Services Advisors
Florida
$268K -$22.8K -2,512 -8%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$252K +$2.86K +315 +1%
AB
141
Amalgamated Bank
New York
$248K +$22K +2,421 +10%
AAM
142
Advisors Asset Management
Colorado
$246K -$380K -41,887 -62%
Truist Financial
143
Truist Financial
North Carolina
$234K +$37.1K +4,085 +20%
SSA
144
Schonfeld Strategic Advisors
New York
$232K +$221K +24,300 New
LCM
145
Laurion Capital Management
New York
$231K +$88.1K +9,700 +67%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$225K -$19.1K -2,100 -8%
CDH
147
Charles D. Hyman
$221K +$210K +23,132 New
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$214K +$3.81K +419 +2%
AEPG
149
American Economic Planning Group
New Jersey
$213K +$203K +22,342 New
SCM
150
Shelton Capital Management
Colorado
$212K

VLY Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2016, worth a combined $1.32B — down 1.5% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of VLY and 28 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 83 added.

The largest buyer was Millennium Management, adding an estimated $28.5M. The largest seller was Sprucegrove Investment Management, cutting an estimated $23.6M.

  • 223 institutional investors held Valley National Bancorp (VLY) as of Q1 2016, down from 226 in Q4 2015.
  • Funds reported $1.32B of Valley National Bancorp stock for Q1 2016, down 1.5% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2016 and 30 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q1 2016 was Millennium Management, an estimated $28.5M added.
  • The largest Valley National Bancorp seller in Q1 2016 was Sprucegrove Investment Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2016.