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Valley National Bancorp
VLY

210 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.34M

1.24% more ownership

Funds ownership: 54.82% → 56.07% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $1.09B → $1.09B (-$1.1M)

1% less funds holding

Funds holding: 212 → 210 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

46% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 87

Holders
210
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
6.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
47
Reduced
87
Closed
18
Calls
$2.46M
Puts
$1.34M
Net Calls
+$1.12M
Net Calls Change
+$652K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$30.8M
2
Northern Trust
Northern Trust
Illinois
+$17.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.1M
4
BCM
Basswood Capital Management
New York
+$7.56M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
+$5.01M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$15.9M
2
BA
BlackRock Advisors
Delaware
-$14.3M
3
Goldman Sachs
Goldman Sachs
New York
-$4.27M
4
BFA
BlackRock Fund Advisors
California
-$3.93M
5
BIT
BlackRock Institutional Trust
California
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
151
Bradley Foster & Sargent
Connecticut
$145K – – –
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$144K -$6.41K -650 -4%
T
153
TradeWorx
New Jersey
$138K +$140K +14,194 New
SCM
154
Snow Capital Management
Pennsylvania
$124K – – –
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$122K +$30.1K +3,055 +32%
Canada Life
156
Canada Life
Manitoba, Canada
$120K – – –
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$113K +$115K +11,639 New
MAM
158
Martingale Asset Management
Massachusetts
$112K -$19.2K -1,950 -14%
PAM
159
Princeton Alpha Management
New Jersey
$112K +$114K +11,530 New
PAM
160
Panagora Asset Management
Massachusetts
$110K – – –
CC
161
Capital Counsel
New York
$107K – – –
CONA
162
Capital One National Association
New York
$107K – – –
EM
163
Excalibur Management
Massachusetts
$107K – – –
PAM
164
Private Asset Management
California
$107K – – –
HSBC Holdings
165
HSBC Holdings
United Kingdom
$104K +$106K +10,722 New
SO
166
STRS Ohio
Ohio
$103K +$25.6K +2,600 +33%
M&T Bank
167
M&T Bank
New York
$101K +$102K +10,368 New
ARTA
168
A.R.T. Advisors
New York
$98K – – –
GMIM
169
General Motors Investment Management
New York
$98K – – –
ECM
170
Estabrook Capital Management
New York
$93.5K – – –
BPBT
171
Boston Private Bank & Trust
Massachusetts
$71K – – –
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$66K +$493 +50 +0.7%
ClearBridge Investments
173
ClearBridge Investments
New York
$58K -$9.85K -1,000 -14%
TCOV
174
Trust Company of Vermont
Vermont
$54K -$69.1K -7,017 -56%
AAM
175
Advisors Asset Management
Colorado
$53K -$5.91K -600 -10%
5 6
7
8 9

VLY Hedge Fund Activity: Q3 2014 in Review

210 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2014, worth a combined $1.09B — down 0.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VLY and 17 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 47 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $30.8M. The largest seller was Norges Bank, cutting an estimated $15.9M.

  • 210 institutional investors held Valley National Bancorp (VLY) as of Q3 2014, down from 212 in Q2 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q3 2014, down 0.1% quarter-over-quarter.
  • 17 funds opened new Valley National Bancorp positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q3 2014 was Macquarie Group, an estimated $30.8M added.
  • The largest Valley National Bancorp seller in Q3 2014 was Norges Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2014.