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Valley National Bancorp

212 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $1.2M

30% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 56

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$80.9M)

6.34% more ownership

Funds ownership: 48.48%54.82% (+6.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 213212 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

Holders
212
Holders Change
-1
Holders Change %
-0.47%
% 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
23
Increased
73
Reduced
56
Closed
24
Calls
$1.67M
Puts
$1.2M
Net Calls
+$465K
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
176
Boston Private Bank & Trust
Massachusetts
$73K
ClearBridge Investments
177
ClearBridge Investments
New York
$69K -$10K -1,000 -13%
LWM
178
LBA Wealth Management
Florida
$68K
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$67K -$1.93K -192 -3%
AAM
180
Advisors Asset Management
Colorado
$60K -$1K -100 -2%
CAL
181
Capital Advisors Ltd
Ohio
$52K
CFSG
182
Community Financial Services Group
Vermont
$36K
Creative Planning
183
Creative Planning
Kansas
$36K +$6.03K +600 +20%
MI
184
Markston International
New York
$33K
VIA
185
Vantage Investment Advisors
Pennsylvania
$26K
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$23K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$17K
PCM
188
Prelude Capital Management
New York
$16K -$5.62K -560 -25%
PTC
189
Private Trust Company
Ohio
$15K
FANJ
190
Financial Architects (New Jersey)
New Jersey
$15K +$15.1K +1,506 New
EFSCE
191
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
GT
192
Glenmede Trust
Pennsylvania
$12K
WRM
193
Westport Resources Management
Connecticut
$10K
WEC
194
Winslow Evans & Crocker
Massachusetts
$8.34K
MFS
195
MSI Financial Services
Massachusetts
$8K -$6.03K -600 -43%
LFR
196
Lehman Financial Resources
Pennsylvania
$7K
Bessemer Group
197
Bessemer Group
New Jersey
$6K
GGPS
198
Gary Goldberg Planning Services
New York
$5K
PSUF
199
People's United Financial
Connecticut
$5K
US Bancorp
200
US Bancorp
Minnesota
$5K

VLY Hedge Fund Activity: Q2 2014 in Review

212 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2014, worth a combined $1.09B — up 8% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of VLY and 23 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 73 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $35M. The largest seller was Columbia Wanger Asset Management, cutting an estimated $22.5M.

  • 212 institutional investors held Valley National Bancorp (VLY) as of Q2 2014, down from 213 in Q1 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q2 2014, up 8% quarter-over-quarter.
  • 23 funds opened new Valley National Bancorp positions in Q2 2014 and 24 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $35M added.
  • The largest Valley National Bancorp seller in Q2 2014 was Columbia Wanger Asset Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2014.