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Valley National Bancorp

269 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 79

20% more capital invested

Capital invested by funds: $1.91B → $2.29B (+$383M)

5% less funds holding

Funds holding: 282269 (-13)

8.72% less ownership

Funds ownership: 64.32%55.6% (-8.7%)

23% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 44

39% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $3.77M

Holders
269
Holders Change
-13
Holders Change %
-4.61%
% of All Funds
6.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
97
Reduced
79
Closed
44
Calls
$2.3M
Puts
$3.77M
Net Calls
-$1.47M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$743K +$24.7K +1,978 +3%
PI
127
PineBridge Investments
New York
$719K -$314K -25,161 -30%
XK
128
Xact Kapitalforvaltning
Sweden
$715K
PA
129
Pinnacle Associates
New York
$712K
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$699K -$20.8K -1,669 -3%
SPIA
131
Steward Partners Investment Advisory
New York
$684K +$685K +54,900 New
NMIMC
132
Northwestern Mutual Investment Management Company
Wisconsin
$675K +$244K +19,552 +57%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$660K -$39.5K -3,171 -6%
SG Americas Securities
134
SG Americas Securities
New York
$654K -$871K -69,870 -57%
LMGAM
135
Liberty Mutual Group Asset Management
Massachusetts
$646K -$189K -15,143 -23%
Wellington Management Group
136
Wellington Management Group
Massachusetts
$644K +$644K +51,656 New
AG
137
Aperio Group
California
$625K +$29.3K +2,350 +5%
UCFA
138
United Capital Financial Advisors
Texas
$624K -$377K -30,240 -38%
Marshall Wace
139
Marshall Wace
United Kingdom
$622K +$622K +49,900 New
LPL Financial
140
LPL Financial
California
$608K +$247K +19,840 +69%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$598K +$283K +22,700 +90%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$593K +$249K +19,960 +72%
Stifel Financial
143
Stifel Financial
Missouri
$572K +$128K +10,267 +29%
PA
144
Profund Advisors
Maryland
$562K -$29.1K -2,337 -5%
KWM
145
Kingsview Wealth Management
Oregon
$562K
DF
146
Donoghue Forlines
Massachusetts
$551K +$551K +44,201 New
T. Rowe Price Associates
147
T. Rowe Price Associates
Maryland
$547K +$6.29K +504 +1%
NA
148
Neuburgh Advisers
California
$501K
SFA
149
Sequoia Financial Advisors
Ohio
$471K
HCM
150
Highlander Capital Management
New Jersey
$469K +$127K +10,157 +36%

VLY Hedge Fund Activity: Q1 2018 in Review

269 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2018, worth a combined $2.29B — up 20% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of VLY and 34 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 97 added.

The largest buyer was Vanguard Group, adding an estimated $58.3M. The largest seller was American Century Companies, cutting an estimated $10.9M.

  • 269 institutional investors held Valley National Bancorp (VLY) as of Q1 2018, down from 282 in Q4 2017.
  • Funds reported $2.29B of Valley National Bancorp stock for Q1 2018, up 20% quarter-over-quarter.
  • 34 funds opened new Valley National Bancorp positions in Q1 2018 and 44 closed out, a net change of -10 holders.
  • The largest Valley National Bancorp buyer in Q1 2018 was Vanguard Group, an estimated $58.3M added.
  • The largest Valley National Bancorp seller in Q1 2018 was American Century Companies, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.