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Valley National Bancorp

290 hedge funds and large institutions have $1.64B invested in Valley National Bancorp in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.33M

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 285290 (+5)

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

1.51% less ownership

Funds ownership: 60.81%59.29% (-1.5%)

15% less capital invested

Capital invested by funds: $1.92B → $1.64B (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
88
Reduced
89
Closed
30
Calls
$1.84M
Puts
$1.33M
Net Calls
+$507K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
126
NewEdge Advisors
Louisiana
$535K +$123K +16,547 +27%
SG Americas Securities
127
SG Americas Securities
New York
$509K -$2.11M -284,640 -79%
PI
128
PEAK6 Investments
Illinois
$509K +$157K +21,178 +40%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$499K +$23K +3,091 +5%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$476K +$168K +22,606 +48%
SOADOR
131
State of Alaska Department of Revenue
Alaska
$471K -$5.62K -757 -1%
PA
132
Pinnacle Associates
New York
$469K -$1.49K -200 -0.3%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$463K
RJFSA
134
Raymond James Financial Services Advisors
Florida
$461K -$85.6K -11,531 -15%
TRCT
135
Tower Research Capital (TRC)
New York
$451K -$180K -24,206 -27%
MSL
136
Mackay Shields LLC
New York
$444K -$149K -20,000 -24%
BCM
137
Basswood Capital Management
New York
$444K
GC
138
Guggenheim Capital
Illinois
$441K -$82.7K -11,133 -15%
Citigroup
139
Citigroup
New York
$429K -$768K -103,439 -62%
FAAS
140
First Allied Advisory Services
California
$422K -$186K -25,000 -29%
BCI
141
Brinker Capital Investments
Pennsylvania
$421K +$454K +61,158 New
LPL Financial
142
LPL Financial
California
$414K -$11K -1,484 -2%
HSA
143
HBK Sorce Advisory
Pennsylvania
$414K
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$395K -$11.7K -1,582 -3%
Victory Capital Management
145
Victory Capital Management
Texas
$387K -$859K -115,658 -67%
X
146
Xponance
Pennsylvania
$369K +$535 +72 +0.1%
PTC
147
Petrus Trust Company
Texas
$351K +$380K +51,187 New
SFS
148
Sowell Financial Services
Arkansas
$342K +$9.8K +1,319 +3%
KWM
149
Kingsview Wealth Management
Oregon
$341K
NSEDCP
150
NJ State Employees Deferred Compensation Plan
New Jersey
$340K

VLY Hedge Fund Activity: Q3 2020 in Review

290 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2020, worth a combined $1.64B — down 15% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 30 closed out — a net gain of 7 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $13.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.7M sold.

  • 290 institutional investors held Valley National Bancorp (VLY) as of Q3 2020, up from 285 in Q2 2020.
  • Funds reported $1.64B of Valley National Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q3 2020 and 30 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q3 2020 was Holocene Advisors, an estimated $13.2M added.
  • The largest Valley National Bancorp seller in Q3 2020 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.