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Valley National Bancorp

264 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $811K

36% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 73

1.37% more ownership

Funds ownership: 55.6%56.96% (+1.4%)

0% less capital invested

Capital invested by funds: $2.29B → $2.29B (-$1.33M)

2% less funds holding

Funds holding: 270264 (-6)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

Holders
264
Holders Change
-6
Holders Change %
-2.22%
% of All Funds
6.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
99
Reduced
73
Closed
29
Calls
$2.01M
Puts
$811K
Net Calls
+$1.2M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
O
176
OppenheimerFunds
New York
$308K +$45.9K +3,641 +17%
GW
177
GW & Wade
Massachusetts
$303K
Cambridge Investment Research Advisors
178
Cambridge Investment Research Advisors
Iowa
$303K +$2.52K +200 +0.8%
BRC
179
Bell Rock Capital
Delaware
$297K -$18.3K -1,452 -6%
PCMC
180
Paragon Capital Management (Colorado)
Colorado
$280K -$25 -2 -0%
GKIM
181
GW&K Investment Management
Massachusetts
$260K +$269K +21,370 New
SB
182
Suntrust Banks
Georgia
$249K +$1.02K +81 +0.4%
ZCA
183
Zeke Capital Advisors
Pennsylvania
$242K
MCM
184
McRae Capital Management
New Jersey
$234K +$55.5K +4,400 +30%
PAG
185
Private Advisor Group
New Jersey
$234K +$241K +19,134 New
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$232K -$18.4K -1,460 -7%
GHCM
187
Glen Harbor Capital Management
California
$230K
Jane Street
188
Jane Street
New York
$230K +$80.3K +6,371 +51%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$228K +$26.9K +2,133 +13%
SCM
190
Shelton Capital Management
Colorado
$226K
CGH
191
Crossmark Global Holdings
Texas
$225K
DC
192
Derby & Company
Massachusetts
$221K
BCWM
193
Blue Chip Wealth Management
Florida
$217K
KA
194
Kovack Advisors
Florida
$216K +$14.5K +1,149 +7%
CB
195
Community Bank
New York
$209K
WAOTB
196
Wealth Advisors of Tampa Bay
Florida
$196K
HF
197
HRT Financial
New York
$194K +$202K +16,004 New
PGFC
198
Peapack-Gladstone Financial Corp
New Jersey
$193K
FNT
199
First National Trust
Pennsylvania
$190K
MC
200
Moors & Cabot
Massachusetts
$187K -$33.9K -2,691 -15%

VLY Hedge Fund Activity: Q2 2018 in Review

264 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2018, worth a combined $2.29B — down 0.06% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of VLY and 26 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 99 added.

The largest buyer was BlackRock, adding an estimated $46.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $11M.

  • 264 institutional investors held Valley National Bancorp (VLY) as of Q2 2018, down from 270 in Q1 2018.
  • Funds reported $2.29B of Valley National Bancorp stock for Q2 2018, down 0.06% quarter-over-quarter.
  • 26 funds opened new Valley National Bancorp positions in Q2 2018 and 29 closed out, a net change of -3 holders.
  • The largest Valley National Bancorp buyer in Q2 2018 was BlackRock, an estimated $46.8M added.
  • The largest Valley National Bancorp seller in Q2 2018 was Dimensional Fund Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2018.