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Valley National Bancorp

207 hedge funds and large institutions have $933M invested in Valley National Bancorp in 2013 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $387K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

5% more capital invested

Capital invested by funds: $885M → $933M (+$47.6M)

1.58% more ownership

Funds ownership: 44.72%46.3% (+1.6%)

0% more funds holding

Funds holding: 206207 (+1)

39% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 80

Holders
207
Holders Change
+1
Holders Change %
+0.49%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
49
Reduced
80
Closed
21
Calls
$2.14M
Puts
$387K
Net Calls
+$1.75M
Net Calls Change
+$907K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$72K -$173K -17,254 -71%
AAM
177
Advisors Asset Management
Colorado
$63K
CAL
178
Capital Advisors Ltd
Ohio
$53K +$52.7K +5,250 New
ClearBridge Investments
179
ClearBridge Investments
New York
$51K -$31K -3,090 -38%
MI
180
Markston International
New York
$33K
Group One Trading
181
Group One Trading
Illinois
$31K -$36.6K -3,646 -54%
Creative Planning
182
Creative Planning
Kansas
$31K
TRCT
183
Tower Research Capital (TRC)
New York
$26K -$60.4K -6,021 -70%
VIA
184
Vantage Investment Advisors
Pennsylvania
$26K +$25.9K +2,584 New
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$24K
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$23K
MFS
187
MSI Financial Services
Massachusetts
$19K
PTC
188
Private Trust Company
Ohio
$15K
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$14K -$7.02K -700 -33%
TF
190
Tompkins Financial
New York
$13K +$12.5K +1,250 New
GT
191
Glenmede Trust
Pennsylvania
$12K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$12K
QT
193
Quantbot Technologies
New York
$10K -$16.1K -1,600 -62%
WRM
194
Westport Resources Management
Connecticut
$10K
WEC
195
Winslow Evans & Crocker
Massachusetts
$9K +$8.45K +842 New
LFR
196
Lehman Financial Resources
Pennsylvania
$7K
Bessemer Group
197
Bessemer Group
New Jersey
$6K
PSUF
198
People's United Financial
Connecticut
$5K -$32.7K -3,256 -87%
US Bancorp
199
US Bancorp
Minnesota
$5K
CG
200
Colony Group
Massachusetts
$4K +$3.84K +383 New

VLY Hedge Fund Activity: Q4 2013 in Review

207 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2013, worth a combined $933M — up 5.4% from $885M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VLY positions and 21 closed out — a net gain of 3 holders — while 49 added to existing stakes and 80 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $11.6M. The largest seller was Goldman Sachs, cutting an estimated $3.28M.

  • 207 institutional investors held Valley National Bancorp (VLY) as of Q4 2013, up from 206 in Q3 2013.
  • Funds reported $933M of Valley National Bancorp stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 24 funds opened new Valley National Bancorp positions in Q4 2013 and 21 closed out, a net change of +3 holders.
  • The largest Valley National Bancorp buyer in Q4 2013 was American Century Companies, an estimated $11.6M added.
  • The largest Valley National Bancorp seller in Q4 2013 was Goldman Sachs, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2013.