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Valley National Bancorp
VLY

210 hedge funds and large institutions have $1.09B invested in Valley National Bancorp in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 87 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.34M

1.24% more ownership

Funds ownership: 54.82% → 56.07% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less capital invested

Capital invested by funds: $1.09B → $1.09B (-$1.1M)

1% less funds holding

Funds holding: 212 → 210 (-2)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

46% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 87

Holders
210
Holders Change
-2
Holders Change %
-0.94%
% 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
17
Increased
47
Reduced
87
Closed
18
Calls
$2.46M
Puts
$1.34M
Net Calls
+$1.12M
Net Calls Change
+$652K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$30.8M
2
Northern Trust
Northern Trust
Illinois
+$17.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.1M
4
BCM
Basswood Capital Management
New York
+$7.56M
5
SIM
Sprucegrove Investment Management
Ontario, Canada
+$5.01M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$15.9M
2
BA
BlackRock Advisors
Delaware
-$14.3M
3
Goldman Sachs
Goldman Sachs
New York
-$4.27M
4
BFA
BlackRock Fund Advisors
California
-$3.93M
5
BIT
BlackRock Institutional Trust
California
-$3.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
176
Virtus Fund Advisers
Connecticut
$40K -$376K -38,188 -90%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$40K -$67.6K -6,861 -62%
PG
178
PEAK6 Group
Illinois
$39K -$221K -22,417 -85%
SSG
179
Summit Securities Group
New York
$39K +$39.4K +4,000 New
CFSG
180
Community Financial Services Group
Vermont
$35K – – –
MI
181
Markston International
New York
$32K – – –
LWM
182
LBA Wealth Management
Florida
$26K -$41.2K -4,185 -61%
VIA
183
Vantage Investment Advisors
Pennsylvania
$25K – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
FANJ
186
Financial Architects (New Jersey)
New Jersey
$15K – – –
PTC
187
Private Trust Company
Ohio
$15K – – –
NFG
188
Next Financial Group
Texas
$14K +$13.9K +1,411 New
ST
189
Spot Trading
Illinois
$13K -$75.3K -7,643 -85%
GT
190
Glenmede Trust
Pennsylvania
$12K – – –
AAM
191
American Asset Management
Florida
$12K +$11.9K +1,212 New
WRM
192
Westport Resources Management
Connecticut
$10K – – –
GSC
193
Ground Swell Capital
South Carolina
$10K +$9.85K +1,000 New
WEC
194
Winslow Evans & Crocker
Massachusetts
$8.16K – – –
TRCT
195
Tower Research Capital (TRC)
New York
$8K -$962K -97,661 -99%
MFS
196
MSI Financial Services
Massachusetts
$8K – – –
LFR
197
Lehman Financial Resources
Pennsylvania
$7K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$6K – – –
GGPS
199
Gary Goldberg Planning Services
New York
$5K – – –
PSUF
200
People's United Financial
Connecticut
$5K – – –
6 7
8
9 10

VLY Hedge Fund Activity: Q3 2014 in Review

210 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2014, worth a combined $1.09B — down 0.1% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of VLY and 17 opened new positions — a net loss of 1 holder — while 87 trimmed existing stakes and 47 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $30.8M. The largest seller was Norges Bank, cutting an estimated $15.9M.

  • 210 institutional investors held Valley National Bancorp (VLY) as of Q3 2014, down from 212 in Q2 2014.
  • Funds reported $1.09B of Valley National Bancorp stock for Q3 2014, down 0.1% quarter-over-quarter.
  • 17 funds opened new Valley National Bancorp positions in Q3 2014 and 18 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp buyer in Q3 2014 was Macquarie Group, an estimated $30.8M added.
  • The largest Valley National Bancorp seller in Q3 2014 was Norges Bank, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2014.