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Valley National Bancorp

206 hedge funds and large institutions have $885M invested in Valley National Bancorp in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

84% more call options, than puts

Call options by funds: $1.86M | Put options by funds: $1.01M

7% more funds holding

Funds holding: 192206 (+14)

5% more capital invested

Capital invested by funds: $840M → $885M (+$45.1M)

0.21% more ownership

Funds ownership: 44.51%44.72% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 65

Holders
206
Holders Change
+14
Holders Change %
+7.29%
% of All Funds
6.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
62
Reduced
65
Closed
13
Calls
$1.86M
Puts
$1.01M
Net Calls
+$848K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$140M -$3.45M -341,689 -2%
BFA
2
BlackRock Fund Advisors
California
$105M -$4.22M -418,149 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$102M +$3.13M +309,652 +3%
CWAM
4
Columbia Wanger Asset Management
Illinois
$68M
BIT
5
BlackRock Institutional Trust
California
$51.3M -$1.54M -152,593 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$49.4M +$14.5M +1,439,156 +41%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$27.5M +$22.9K +2,263 +0.1%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$24.5M -$1.48M -146,881 -6%
NRECA
9
National Rural Electric Cooperative Association
Virginia
$21M +$1.01M +100,000 +5%
Northern Trust
10
Northern Trust
Illinois
$20.5M +$1.7M +168,410 +9%
Norges Bank
11
Norges Bank
Norway
$18.7M
Goldman Sachs
12
Goldman Sachs
New York
$14.5M -$799K -79,100 -5%
TAM
13
Third Avenue Management
New York
$13.8M -$801K -79,255 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.9M +$105K +10,362 +0.8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$8.9M +$937K +92,794 +12%
Ameriprise
16
Ameriprise
Minnesota
$7.11M +$339K +33,533 +5%
RA
17
Royce & Associates
New York
$6.84M -$50.5K -5,000 -0.7%
Morgan Stanley
18
Morgan Stanley
New York
$6.52M -$2.22M -219,532 -25%
Deutsche Bank
19
Deutsche Bank
Germany
$5.82M -$1.34M -132,618 -18%
BIM
20
BlackRock Investment Management
Delaware
$5.8M +$483K +47,805 +9%
RMA
21
Roffman Miller Associates
Pennsylvania
$5.73M +$404K +39,967 +7%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$5.52M +$846K +83,790 +18%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$5.29M -$26.3K -2,600 -0.5%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.93M +$333K +32,926 +7%
CS
25
Credit Suisse
Switzerland
$4.43M -$3.17M -313,960 -41%

VLY Hedge Fund Activity: Q3 2013 in Review

206 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2013, worth a combined $885M — up 5.4% from $840M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VLY positions and 13 closed out — a net gain of 16 holders — while 62 added to existing stakes and 65 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $14.5M. The largest seller was BlackRock Fund Advisors, cutting an estimated $4.22M.

  • 206 institutional investors held Valley National Bancorp (VLY) as of Q3 2013, up from 192 in Q2 2013.
  • Funds reported $885M of Valley National Bancorp stock for Q3 2013, up 5.4% quarter-over-quarter.
  • 29 funds opened new Valley National Bancorp positions in Q3 2013 and 13 closed out, a net change of +16 holders.
  • The largest Valley National Bancorp buyer in Q3 2013 was Bank of New York Mellon, an estimated $14.5M added.
  • The largest Valley National Bancorp seller in Q3 2013 was BlackRock Fund Advisors, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2013.