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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
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$329K +$102K +8,147 +45%
SO
177
STRS Ohio
Ohio
$328K +$39.9K +3,200 +14%
TAM
178
Tyers Asset Management
Texas
$324K
BRC
179
Bell Rock Capital
Delaware
$323K +$5.22K +419 +2%
GW
180
GW & Wade
Massachusetts
$311K
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$308K +$36.9K +2,958 +14%
PCMC
182
Paragon Capital Management (Colorado)
Colorado
$287K +$288K +23,058 New
SRAM
183
Stone Ridge Asset Management
New York
$278K
O
184
OppenheimerFunds
New York
$271K -$104K -8,318 -28%
RQS
185
Ramsey Quantitative Systems
Kentucky
$263K
Axa
186
Axa
France
$259K +$259K +20,800 New
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$256K +$81.4K +6,527 +46%
SB
188
Suntrust Banks
Georgia
$254K
FRM
189
Fox Run Management
Connecticut
$252K -$284K -22,768 -53%
ZCA
190
Zeke Capital Advisors
Pennsylvania
$248K
GHCM
191
Glen Harbor Capital Management
California
$236K
Fisher Asset Management
192
Fisher Asset Management
Washington
$235K +$235K +18,855 New
IG
193
ING Group
Netherlands
$234K -$263K -21,109 -53%
SCM
194
Shelton Capital Management
Colorado
$232K -$44.6K -3,573 -16%
GAM
195
Gotham Asset Management
New York
$230K -$199K -15,934 -46%
CGH
196
Crossmark Global Holdings
Texas
$230K -$1.4K -112 -0.6%
MC
197
Moors & Cabot
Massachusetts
$227K +$228K +18,250 New
DC
198
Derby & Company
Massachusetts
$226K
BCWM
199
Blue Chip Wealth Management
Florida
$223K +$223K +17,869 New
CB
200
Community Bank
New York
$214K -$214K -17,171 -50%

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.