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Valley National Bancorp

290 hedge funds and large institutions have $1.64B invested in Valley National Bancorp in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.33M

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 285290 (+5)

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

1.51% less ownership

Funds ownership: 60.81%59.29% (-1.5%)

15% less capital invested

Capital invested by funds: $1.92B → $1.64B (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
88
Reduced
89
Closed
30
Calls
$1.84M
Puts
$1.33M
Net Calls
+$507K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
201
Neo Ivy Capital Management
New York
$148K +$161K +21,664 New
VRS
202
Virginia Retirement Systems
Virginia
$145K +$35.6K +4,800 +29%
GT
203
Glenmede Trust
Pennsylvania
$143K -$151K -20,273 -49%
LIA
204
LS Investment Advisors
Michigan
$142K
PP
205
Paloma Partners
Connecticut
$140K -$270K -36,341 -64%
CAN
206
Cetera Advisor Networks
California
$139K +$128K +17,207 +550%
GKIM
207
GW&K Investment Management
Massachusetts
$132K -$5.29K -712 -4%
WCM
208
Whitener Capital Management
North Carolina
$130K -$73.7K -9,930 -34%
WCM
209
Weld Capital Management
New York
$123K +$133K +17,951 New
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$117K +$3.14K +423 +3%
KPW
211
Kore Private Wealth
New York
$114K -$4.5K -606 -4%
Osaic Holdings
212
Osaic Holdings
Arizona
$113K +$1.44K +194 +1%
SAM
213
Shell Asset Management
Netherlands
$111K
DWM
214
Darwin Wealth Management
Florida
$111K +$1.69K +227 +1%
WAM
215
World Asset Management
Michigan
$111K +$2.02K +272 +2%
WAOTB
216
Wealth Advisors of Tampa Bay
Florida
$109K
CB
217
Community Bank
New York
$105K
TCA
218
Transcend Capital Advisors
New Jersey
$102K +$111K +14,955 New
EGM
219
Engineers Gate Manager
New York
$97K +$105K +14,140 New
MCA
220
Mercer Capital Advisers
New Jersey
$96K +$2.2K +296 +2%
HighTower Advisors
221
HighTower Advisors
Illinois
$93K -$11.7K -1,573 -10%
PAM
222
Premier Asset Management
Illinois
$91K +$6.62K +891 +7%
1832 Asset Management
223
1832 Asset Management
Ontario, Canada
$89K
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$89K
SCM
225
Snow Capital Management
Pennsylvania
$87K

VLY Hedge Fund Activity: Q3 2020 in Review

290 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2020, worth a combined $1.64B — down 15% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 30 closed out — a net gain of 7 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $13.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.7M sold.

  • 290 institutional investors held Valley National Bancorp (VLY) as of Q3 2020, up from 285 in Q2 2020.
  • Funds reported $1.64B of Valley National Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q3 2020 and 30 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q3 2020 was Holocene Advisors, an estimated $13.2M added.
  • The largest Valley National Bancorp seller in Q3 2020 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.