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Valley National Bancorp

239 hedge funds and large institutions have $1.93B invested in Valley National Bancorp in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.22M | Put options by funds: $973K

57% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 61

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $1.79B → $1.93B (+$139M)

4.14% more ownership

Funds ownership: 58.43%62.57% (+4.1%)

2% more funds holding

Funds holding: 234239 (+5)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
96
Reduced
61
Closed
26
Calls
$2.22M
Puts
$973K
Net Calls
+$1.25M
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
176
Boothbay Fund Management
New York
$207K +$211K +17,560 New
FNT
177
First National Trust
Pennsylvania
$204K
PP
178
Paloma Partners
Connecticut
$200K -$59.9K -4,996 -23%
NA
179
Neuburgh Advisers
California
$200K -$6.12K -510 -3%
AEPG
180
American Economic Planning Group
New Jersey
$198K +$201K +16,771 New
Royal Bank of Canada
181
Royal Bank of Canada
Ontario, Canada
$196K -$382K -31,799 -66%
CAM
182
Capstone Asset Management
Texas
$196K +$240 +20 +0.1%
WAM
183
World Asset Management
Michigan
$190K +$8.39K +699 +5%
KA
184
Kovack Advisors
Florida
$189K +$1.78K +148 +0.9%
PAG
185
Private Advisor Group
New Jersey
$183K +$9.25K +771 +5%
LPL Financial
186
LPL Financial
California
$180K +$144 +12 +0.1%
JMPWA
187
JP Morgan Private Wealth Advisors
California
$173K -$95.3K -7,941 -35%
GAM
188
Gotham Asset Management
New York
$172K +$175K +14,557 New
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$170K -$10.7K -888 -6%
FCM
190
Flinton Capital Management
Pennsylvania
$165K -$5.04K -420 -3%
NPC
191
National Planning Corporation
California
$160K
SIM
192
Sprucegrove Investment Management
Ontario, Canada
$159K -$2.9M -241,300 -15%
TSS
193
Two Sigma Securities
New York
$158K +$160K +13,348 New
QC
194
Quadrature Capital
United Kingdom
$156K +$159K +13,264 New
Creative Planning
195
Creative Planning
Kansas
$151K -$78.6K -6,553 -34%
SCM
196
Snow Capital Management
Pennsylvania
$151K
NFG
197
Next Financial Group
Texas
$147K -$227K -18,918 -60%
RCM
198
Riverhead Capital Management
Delaware
$147K -$4.8K -400 -3%
MCA
199
Mercer Capital Advisers
New Jersey
$145K
MF
200
Magnetar Financial
Illinois
$139K +$142K +11,794 New

VLY Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2017, worth a combined $1.93B — up 7.7% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 26 closed out — a net gain of 11 holders — while 96 added to existing stakes and 61 trimmed.

The largest buyer was BlackRock, adding an estimated $372M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $39.3M.

  • 239 institutional investors held Valley National Bancorp (VLY) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $1.93B of Valley National Bancorp stock for Q1 2017, up 7.7% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q1 2017 and 26 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q1 2017 was BlackRock, an estimated $372M added.
  • The largest Valley National Bancorp seller in Q1 2017 was Cramer Rosenthal McGlynn, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2017.