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Valley National Bancorp

264 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $811K

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

1.37% more ownership

Funds ownership: 55.6%56.96% (+1.4%)

0% less capital invested

Capital invested by funds: $2.29B → $2.29B (-$1.33M)

2% less funds holding

Funds holding: 270264 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
99
Reduced
73
Closed
29
Calls
$2.01M
Puts
$811K
Net Calls
+$1.2M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PineBridge Investments
New York
$681K -$21.3K -1,691 -3%
SPIA
127
Steward Partners Investment Advisory
New York
$672K +$5.03K +399 +0.7%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$644K
LMGAM
129
Liberty Mutual Group Asset Management
Massachusetts
$642K +$11.4K +904 +2%
HighTower Advisors
130
HighTower Advisors
Illinois
$636K -$343K -27,218 -34%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$633K -$26K -2,065 -4%
NSEDCP
132
NJ State Employees Deferred Compensation Plan
New Jersey
$608K -$126K -10,000 -17%
WI
133
WBI Investments
New Jersey
$608K +$225K +17,854 +56%
AG
134
Aperio Group
California
$582K -$29.3K -2,323 -5%
UCFA
135
United Capital Financial Advisors
Texas
$575K -$34.8K -2,759 -6%
LPL Financial
136
LPL Financial
California
$574K -$19.9K -1,577 -3%
AB
137
Amalgamated Bank
New York
$567K +$124K +9,847 +27%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$548K -$36.7K -2,907 -6%
T. Rowe Price Associates
139
T. Rowe Price Associates
Maryland
$542K +$9.43K +748 +2%
Wellington Management Group
140
Wellington Management Group
Massachusetts
$531K -$101K -7,985 -15%
KWM
141
Kingsview Wealth Management
Oregon
$528K -$21.3K -1,687 -4%
SO
142
STRS Ohio
Ohio
$520K +$207K +16,400 +62%
BCM
143
Brookstone Capital Management
Illinois
$494K +$96.9K +7,686 +23%
Citigroup
144
Citigroup
New York
$490K -$295K -23,379 -37%
NA
145
Neuburgh Advisers
California
$489K
BI
146
Boulegeris Investments
Georgia
$484K +$76.3K +6,050 +18%
PA
147
Profund Advisors
Maryland
$474K -$77.2K -6,124 -14%
HCM
148
Highlander Capital Management
New Jersey
$464K
SFA
149
Sequoia Financial Advisors
Ohio
$460K
Creative Planning
150
Creative Planning
Kansas
$458K -$460K -36,455 -49%

VLY Hedge Fund Activity: Q2 2018 in Review

264 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2018, worth a combined $2.29B — down 0.06% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VLY and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $11M.

  • 264 institutional investors held Valley National Bancorp (VLY) as of Q2 2018, down from 270 in Q1 2018.
  • Funds reported $2.29B of Valley National Bancorp stock for Q2 2018, down 0.06% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2018 and 29 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q2 2018 was BlackRock, an estimated $46.8M added.
  • The largest Valley National Bancorp seller in Q2 2018 was Dimensional Fund Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.