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Valley National Bancorp

272 hedge funds and large institutions have $1.79B invested in Valley National Bancorp in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.68M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 262272 (+10)

1.28% more ownership

Funds ownership: 59.59%60.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $2.22B → $1.79B (-$429M)

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
75
Closed
42
Calls
$2.96M
Puts
$1.68M
Net Calls
+$1.28M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
201
Piedmont Investment Advisors
North Carolina
$128K +$145K +14,377 New
FNT
202
First National Trust
Pennsylvania
$125K
BCWM
203
Blue Chip Wealth Management
Florida
$122K -$41.9K -4,148 -23%
SFG
204
SNS Financial Group
Minnesota
$122K
RCA
205
Rowland Carmichael Advisors
Arizona
$118K +$134K +13,315 New
MFG
206
Magnus Financial Group
New York
$117K +$134K +13,231 New
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$116K
AG
208
Advisor Group
Arizona
$113K -$3.46K -343 -3%
SCM
209
Snow Capital Management
Pennsylvania
$113K
ZCM
210
Zebra Capital Management
Connecticut
$111K -$19.9K -1,973 -14%
Creative Planning
211
Creative Planning
Kansas
$109K -$201K -19,897 -62%
MCA
212
Mercer Capital Advisers
New Jersey
$109K
GAM
213
Grandview Asset Management
Pennsylvania
$103K +$117K +11,585 New
ICM
214
IMS Capital Management
Oregon
$97K +$110K +10,900 New
QC
215
Quadrature Capital
United Kingdom
$97K +$110K +10,931 New
Group One Trading
216
Group One Trading
Illinois
$97K +$111K +10,976 New
MCM
217
McRae Capital Management
New Jersey
$96K -$15.1K -1,500 -12%
SFM
218
Signet Financial Management
New Jersey
$95K
PMG
219
ProVise Management Group
Florida
$94K -$2.4M -237,527 -96%
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K
FMT
221
First Mercantile Trust
Tennessee
$78K +$10.4K +1,035 +13%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$74K
ECM
223
Estabrook Capital Management
New York
$65.1K
TRCT
224
Tower Research Capital (TRC)
New York
$59K -$236K -23,355 -78%
PAM
225
Panagora Asset Management
Massachusetts
$58K -$133K -13,163 -67%

VLY Hedge Fund Activity: Q4 2018 in Review

272 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2018, worth a combined $1.79B — down 19% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VLY positions and 42 closed out — a net gain of 11 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $44.4M. The largest seller was State Street, cutting an estimated $31.1M.

  • 272 institutional investors held Valley National Bancorp (VLY) as of Q4 2018, up from 262 in Q3 2018.
  • Funds reported $1.79B of Valley National Bancorp stock for Q4 2018, down 19% quarter-over-quarter.
  • 53 funds opened new Valley National Bancorp positions in Q4 2018 and 42 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q4 2018 was Nuance Investments, an estimated $44.4M added.
  • The largest Valley National Bancorp seller in Q4 2018 was State Street, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2018.