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Valley National Bancorp

269 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 79

20% more capital invested

Capital invested by funds: $1.91B → $2.29B (+$383M)

5% less funds holding

Funds holding: 282269 (-13)

8.72% less ownership

Funds ownership: 64.32%55.6% (-8.7%)

23% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 44

39% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $3.77M

Holders
269
Holders Change
-13
Holders Change %
-4.61%
% of All Funds
6.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
97
Reduced
79
Closed
44
Calls
$2.3M
Puts
$3.77M
Net Calls
-$1.47M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
151
Citadel Advisors
Florida
$463K -$813K -65,180 -64%
AB
152
Amalgamated Bank
New York
$458K -$6.12K -491 -1%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$457K
DWM
154
Darwin Wealth Management
Florida
$449K +$449K +36,002 New
CC
155
Cannell & Co
New York
$436K
OMC
156
Overbrook Management Corp
New York
$425K
BI
157
Boulegeris Investments
Georgia
$421K +$421K +33,750 New
FCM
158
Flinton Capital Management
Pennsylvania
$412K
CAN
159
Cetera Advisor Networks
California
$410K
BCM
160
Brookstone Capital Management
Illinois
$410K +$50.3K +4,036 +14%
SAM
161
Securian Asset Management
Minnesota
$404K -$1.25K -100 -0.3%
PP
162
Paloma Partners
Connecticut
$404K +$405K +32,440 New
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$402K +$27.2K +2,183 +7%
WI
164
WBI Investments
New Jersey
$400K +$400K +32,113 New
CCM
165
Condor Capital Management
New Jersey
$393K
HCM
166
Hudson Capital Management
New Jersey
$375K
SSW
167
Smith Shellnut Wilson
Mississippi
$374K -$12K -963 -3%
RCM
168
Riverhead Capital Management
Delaware
$368K
CSS
169
Cubist Systematic Strategies
Connecticut
$354K -$168K -13,440 -32%
JMPWA
170
JP Morgan Private Wealth Advisors
California
$344K -$12.5K -999 -3%
IFAM
171
Institutional & Family Asset Management
Colorado
$341K +$3.29K +264 +1%
VAM
172
Visionary Asset Management
Texas
$334K +$4.07K +326 +1%
BC
173
Brinker Capital
Pennsylvania
$332K +$40.4K +3,237 +14%
CA
174
Cynosure Advisors
Utah
$330K +$3.8K +305 +1%
SWM
175
SeaCrest Wealth Management
New York
$329K

VLY Hedge Fund Activity: Q1 2018 in Review

269 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2018, worth a combined $2.29B — up 20% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of VLY and 34 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 97 added.

The largest buyer was Vanguard Group, adding an estimated $58.3M. The largest seller was American Century Companies, cutting an estimated $10.9M.

  • 269 institutional investors held Valley National Bancorp (VLY) as of Q1 2018, down from 282 in Q4 2017.
  • Funds reported $2.29B of Valley National Bancorp stock for Q1 2018, up 20% quarter-over-quarter.
  • 34 funds opened new Valley National Bancorp positions in Q1 2018 and 44 closed out, a net change of -10 holders.
  • The largest Valley National Bancorp buyer in Q1 2018 was Vanguard Group, an estimated $58.3M added.
  • The largest Valley National Bancorp seller in Q1 2018 was American Century Companies, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.