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Valley National Bancorp
VLY

213 hedge funds and large institutions have $1.01B invested in Valley National Bancorp in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $610K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $933M → $1.01B (+$74.3M)

3% more funds holding

Funds holding: 207 → 213 (+6)

2.18% more ownership

Funds ownership: 46.3% → 48.48% (+2.2%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
70
Reduced
66
Closed
14
Calls
$2.3M
Puts
$610K
Net Calls
+$1.69M
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
+$17.8M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
+$10.8M
3
American Century Companies
American Century Companies
Missouri
+$10.2M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$8.03M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$6.13M
2
RMA
Roffman Miller Associates
Pennsylvania
-$5.45M
3
BFA
BlackRock Fund Advisors
California
-$5.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.52M
5
LOM
Loeb Offshore Management
New York
-$2.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
STC
151
SEI Trust Company
Pennsylvania
$188K -$19K -1,900 -10%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$184K -$246K -24,556 -58%
OC
153
Oppenheimer & Co
New York
$183K +$46.1K +4,600 +35%
NPC
154
National Planning Corporation
California
$177K -$29K -2,895 -15%
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$168K -$109K -10,850 -40%
Tudor Investment Corp
156
Tudor Investment Corp
Connecticut
$164K -$86.8K -8,656 -35%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$161K +$1K +100 +0.7%
WIS
158
Wright Investors Service
Connecticut
$157K – – –
BFS
159
Bradley Foster & Sargent
Connecticut
$156K – – –
HSBC Holdings
160
HSBC Holdings
United Kingdom
$154K +$20.9K +2,090 +16%
QT
161
Quantbot Technologies
New York
$154K +$139K +13,886 +1,389%
AL
162
Airain Ltd
Guernsey
$152K +$146K +14,616 New
Two Sigma Investments
163
Two Sigma Investments
New York
$139K -$1.36M -135,209 -91%
TCOV
164
Trust Company of Vermont
Vermont
$136K -$24.2K -2,414 -16%
SCM
165
Snow Capital Management
Pennsylvania
$133K – – –
OA
166
OFI Advisors
Pennsylvania
$133K +$12.1K +1,205 +10%
Canada Life
167
Canada Life
Manitoba, Canada
$128K – – –
PAM
168
Panagora Asset Management
Massachusetts
$118K – – –
CC
169
Capital Counsel
New York
$115K – – –
CONA
170
Capital One National Association
New York
$115K – – –
EM
171
Excalibur Management
Massachusetts
$115K – – –
PAM
172
Private Asset Management
California
$115K – – –
TH
173
Timber Hill
Connecticut
$115K +$111K +11,031 New
ECM
174
Estabrook Capital Management
New York
$100K – – –
ClearBridge Investments
175
ClearBridge Investments
New York
$83K +$30.1K +3,000 +60%
5 6
7
8 9

VLY Hedge Fund Activity: Q1 2014 in Review

213 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2014, worth a combined $1.01B — up 8% from $933M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VLY positions and 14 closed out — a net gain of 7 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $17.8M. The largest seller was State Street, cutting an estimated $6.13M.

  • 213 institutional investors held Valley National Bancorp (VLY) as of Q1 2014, up from 207 in Q4 2013.
  • Funds reported $1.01B of Valley National Bancorp stock for Q1 2014, up 8% quarter-over-quarter.
  • 21 funds opened new Valley National Bancorp positions in Q1 2014 and 14 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q1 2014 was BlackRock Advisors, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q1 2014 was State Street, an estimated $6.13M sold.

Based on aggregated 13F filings for Q1 2014.