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Valley National Bancorp
VLY

208 hedge funds and large institutions have $1.14B invested in Valley National Bancorp in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 102 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 42

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $1.09B → $1.14B (+$54M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 210 → 208 (-2)

5.15% less ownership

Funds ownership: 56.07% → 50.92% (-5.1%)

78% less call options, than puts

Call options by funds: $146K | Put options by funds: $679K

Holders
208
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
5.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
102
Reduced
42
Closed
23
Calls
$146K
Puts
$679K
Net Calls
-$533K
Net Calls Change
-$1.65M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$20.6M
2
BFA
BlackRock Fund Advisors
California
+$17.4M
3
Macquarie Group
Macquarie Group
Australia
+$15.6M
4
DIA
Denver Investment Advisors
Colorado
+$8.79M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$7.62M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$21.9M
2
CWAM
Columbia Wanger Asset Management
Illinois
-$17.7M
3
BCM
Basswood Capital Management
New York
-$7.43M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.01M
5
RA
Royce & Associates
New York
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Capstone Asset Management
Texas
$146K – – –
BFS
152
Bradley Foster & Sargent
Connecticut
$145K – – –
CC
153
Capital Counsel
New York
$136K +$29.1K +3,000 +27%
WIS
154
Wright Investors Service
Connecticut
$134K -$12.9K -1,330 -9%
NPC
155
National Planning Corporation
California
$133K -$15.3K -1,575 -10%
SCM
156
Snow Capital Management
Pennsylvania
$124K – – –
BCM
157
Bridgeway Capital Management
Texas
$124K +$123K +12,727 New
Canada Life
158
Canada Life
Manitoba, Canada
$119K – – –
PAM
159
Panagora Asset Management
Massachusetts
$110K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$107K -$15.3K -1,582 -13%
PAM
161
Private Asset Management
California
$107K – – –
MAM
162
Martingale Asset Management
Massachusetts
$103K -$9.2K -950 -8%
EM
163
Excalibur Management
Massachusetts
$97K -$9.69K -1,000 -9%
ECM
164
Estabrook Capital Management
New York
$93.7K – – –
GT
165
Glenmede Trust
Pennsylvania
$80K +$67.8K +7,000 +549%
BPBT
166
Boston Private Bank & Trust
Massachusetts
$71K – – –
RCG
167
Ruggie Capital Group
Florida
$69K +$71.2K +7,354 New
RC
168
RegentAtlantic Capital
New Jersey
$65.6K +$65.4K +6,751 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$65K -$1.79K -185 -3%
ClearBridge Investments
170
ClearBridge Investments
New York
$58K – – –
TCOV
171
Trust Company of Vermont
Vermont
$52K -$2.91K -300 -5%
VFA
172
Virtus Fund Advisers
Connecticut
$45K +$4.92K +508 +12%
ST
173
Spot Trading
Illinois
$45K +$31.9K +3,290 +238%
MFS
174
MSI Financial Services
Massachusetts
$42K +$34.6K +3,572 +447%
CFSG
175
Community Financial Services Group
Vermont
$35K – – –
5 6
7
8 9

VLY Hedge Fund Activity: Q4 2014 in Review

208 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2014, worth a combined $1.14B — up 5% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new VLY positions and 23 closed out — a net gain of 3 holders — while 102 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $20.6M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $21.9M sold.

  • 208 institutional investors held Valley National Bancorp (VLY) as of Q4 2014, down from 210 in Q3 2014.
  • Funds reported $1.14B of Valley National Bancorp stock for Q4 2014, up 5% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q4 2014 and 23 closed out, a net change of +3 holders.
  • The largest Valley National Bancorp buyer in Q4 2014 was Vanguard Group, an estimated $20.6M added.
  • The largest Valley National Bancorp seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2014.