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Valley National Bancorp
VLY

265 hedge funds and large institutions have $1.99B invested in Valley National Bancorp in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 74

11% more capital invested

Capital invested by funds: $1.79B → $1.99B (+$199M)

1.78% more ownership

Funds ownership: 60.87% → 62.65% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 273 → 265 (-8)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

32% less call options, than puts

Call options by funds: $792K | Put options by funds: $1.16M

Holders
265
Holders Change
-8
Holders Change %
-2.93%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
86
Reduced
74
Closed
33
Calls
$792K
Puts
$1.16M
Net Calls
-$371K
Net Calls Change
-$1.65M

Top Buyers

Rank Fund Capital Flow
1
TYCC
Texas Yale Capital Corp
Florida
+$16.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13.6M
3
BlackRock
BlackRock
New York
+$12.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.2M
5
NI
Nuance Investments
Missouri
+$12.2M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$16.1M
2
SBH
Segall Bryant & Hamill
Illinois
-$8.85M
3
CAI
Capital Advisors Inc
Oklahoma
-$8.23M
4
HAM
Hillcrest Asset Management
Texas
-$6.99M
5
Morgan Stanley
Morgan Stanley
New York
-$5.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSEDCP
126
NJ State Employees Deferred Compensation Plan
New Jersey
$479K – – –
LPL Financial
127
LPL Financial
California
$466K +$41K +4,025 +9%
BCM
128
Brookstone Capital Management
Illinois
$465K +$494K +48,537 New
HCM
129
Highlander Capital Management
New Jersey
$462K -$105K -10,321 -18%
VF
130
Virtu Financial
New York
$462K +$314K +30,799 +177%
AB
131
Amalgamated Bank
New York
$455K +$14K +1,371 +3%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$454K +$8.25K +810 +2%
NAM
133
NorthCoast Asset Management
Connecticut
$445K -$15.4K -1,516 -3%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$443K – – –
KWM
135
Kingsview Wealth Management
Oregon
$433K – – –
TD Asset Management
136
TD Asset Management
Ontario, Canada
$429K -$3.05K -300 -0.7%
SPIA
137
Steward Partners Investment Advisory
New York
$417K -$14.9K -1,467 -3%
FCM
138
Flinton Capital Management
Pennsylvania
$410K – – –
SAM
139
Securian Asset Management
Minnesota
$387K -$1.02K -100 -0.2%
CSS
140
Cubist Systematic Strategies
Connecticut
$373K +$396K +38,884 New
Holocene Advisors
141
Holocene Advisors
New York
$371K -$7.78K -764 -2%
RCM
142
Riverhead Capital Management
Delaware
$366K – – –
CDH
143
Charles D. Hyman
$363K – – –
SFA
144
Sequoia Financial Advisors
Ohio
$362K – – –
PA
145
Profund Advisors
Maryland
$360K +$72.7K +7,139 +23%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$351K – – –
DWM
147
Darwin Wealth Management
Florida
$349K +$371K +36,402 New
NFG
148
Next Financial Group
Texas
$347K +$352K +34,619 +2,941%
NFH
149
NEXT Financial Holdings
Texas
$347K +$364K +35,796 New
CC
150
Cannell & Co
New York
$335K – – –
4 5
6
7 8

VLY Hedge Fund Activity: Q1 2019 in Review

265 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2019, worth a combined $1.99B — up 11% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of VLY and 28 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 86 added.

The largest buyer was Texas Yale Capital Corp, adding an estimated $16.1M. The largest seller was State Street, cutting an estimated $16.1M.

  • 265 institutional investors held Valley National Bancorp (VLY) as of Q1 2019, down from 273 in Q4 2018.
  • Funds reported $1.99B of Valley National Bancorp stock for Q1 2019, up 11% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2019 and 33 closed out, a net change of -5 holders.
  • The largest Valley National Bancorp buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $16.1M added.
  • The largest Valley National Bancorp seller in Q1 2019 was State Street, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2019.