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Valley National Bancorp

223 hedge funds and large institutions have $1.32B invested in Valley National Bancorp in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $449K

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 55.25%55.02% (-0.23%)

1% less capital invested

Capital invested by funds: $1.34B → $1.32B (-$20M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 226223 (-3)

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
63
Closed
30
Calls
$3.44M
Puts
$449K
Net Calls
+$2.99M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
151
HSBC Holdings
United Kingdom
$210K +$136 +15 +0.1%
AG
152
Aperio Group
California
$210K +$80.2K +8,824 +67%
O
153
OppenheimerFunds
New York
$194K +$20.9K +2,299 +13%
GS
154
GAM Systematic
United Kingdom
$193K -$480K -52,790 -72%
SO
155
STRS Ohio
Ohio
$192K -$9.99K -1,100 -5%
PAM
156
Princeton Alpha Management
New Jersey
$191K +$182K +20,059 New
IH
157
IFC Holdings
Florida
$182K +$1.86K +205 +1%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$179K -$10K -1,101 -6%
FNT
159
First National Trust
Pennsylvania
$178K -$9.08K -1,000 -5%
MCM
160
McRae Capital Management
New Jersey
$172K +$164K +18,047 New
CSS
161
Cubist Systematic Strategies
Connecticut
$167K -$471K -51,802 -75%
OC
162
Oppenheimer & Co
New York
$163K +$3.35K +369 +2%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$160K
HSA
164
HBK Sorce Advisory
Pennsylvania
$158K
CAM
165
Capstone Asset Management
Texas
$157K
B
166
Barings
North Carolina
$156K
CGT
167
Capital Guardian Trust
California
$155K +$128K +14,108 +672%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$153K -$7.53K -829 -5%
KA
169
Kovack Advisors
Florida
$146K +$1.5K +165 +1%
QSS
170
Quantitative Systematic Strategies
Florida
$143K -$778K -85,654 -85%
NIT
171
NumerixS Investment Technologies
British Columbia, Canada
$142K +$135K +14,900 New
JMPWA
172
JP Morgan Private Wealth Advisors
California
$135K -$781 -86 -0.6%
NPC
173
National Planning Corporation
California
$123K -$65.8K -7,240 -35%
SCM
174
Snow Capital Management
Pennsylvania
$122K
BF
175
BOK Financial
Oklahoma
$120K +$23K +2,529 +25%

VLY Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2016, worth a combined $1.32B — down 1.5% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of VLY and 28 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 83 added.

The largest buyer was Millennium Management, adding an estimated $28.5M. The largest seller was Sprucegrove Investment Management, cutting an estimated $23.6M.

  • 223 institutional investors held Valley National Bancorp (VLY) as of Q1 2016, down from 226 in Q4 2015.
  • Funds reported $1.32B of Valley National Bancorp stock for Q1 2016, down 1.5% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2016 and 30 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q1 2016 was Millennium Management, an estimated $28.5M added.
  • The largest Valley National Bancorp seller in Q1 2016 was Sprucegrove Investment Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2016.