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Valley National Bancorp

213 hedge funds and large institutions have $1.01B invested in Valley National Bancorp in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $2.3M | Put options by funds: $610K

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more capital invested

Capital invested by funds: $933M → $1.01B (+$74.3M)

3% more funds holding

Funds holding: 207213 (+6)

2.18% more ownership

Funds ownership: 46.3%48.48% (+2.2%)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
6.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
70
Reduced
66
Closed
14
Calls
$2.3M
Puts
$610K
Net Calls
+$1.69M
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$146M -$6.13M -611,292 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M +$3.74M +373,630 +4%
BFA
3
BlackRock Fund Advisors
California
$101M -$5.14M -513,115 -5%
CWAM
4
Columbia Wanger Asset Management
Illinois
$71M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$60.2M +$2.62M +261,533 +5%
BIT
6
BlackRock Institutional Trust
California
$57M +$386K +38,496 +0.7%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$28.6M -$136K -13,596 -0.5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$25.1M +$16K +1,600 +0.1%
American Century Companies
9
American Century Companies
Missouri
$22.6M +$10.2M +1,016,159 +88%
NRECA
10
National Rural Electric Cooperative Association
Virginia
$22M
Northern Trust
11
Northern Trust
Illinois
$21.4M -$835K -83,350 -4%
Norges Bank
12
Norges Bank
Norway
$19.6M
BA
13
BlackRock Advisors
Delaware
$18.8M +$17.8M +1,779,684 +6,229%
TAM
14
Third Avenue Management
New York
$14.4M +$48K +4,788 +0.3%
Goldman Sachs
15
Goldman Sachs
New York
$14.3M +$2.44M +243,007 +21%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$14.2M -$64.3K -6,418 -0.5%
SIM
17
Sprucegrove Investment Management
Ontario, Canada
$11.2M +$10.8M +1,078,800 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11M +$586K +58,515 +6%
Deutsche Bank
19
Deutsche Bank
Germany
$10.7M +$4.02M +400,641 +64%
Ameriprise
20
Ameriprise
Minnesota
$10.2M +$2.72M +271,377 +38%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$8.34M +$8.03M +801,021 New
BIM
22
BlackRock Investment Management
Delaware
$7.79M +$1.69M +169,106 +29%
Morgan Stanley
23
Morgan Stanley
New York
$7.17M -$451K -44,962 -6%
Renaissance Technologies
24
Renaissance Technologies
New York
$6.73M +$6.48M +646,235 New
First Trust Advisors
25
First Trust Advisors
Illinois
$5.85M +$682K +68,041 +14%

VLY Hedge Fund Activity: Q1 2014 in Review

213 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2014, worth a combined $1.01B — up 8% from $933M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VLY positions and 14 closed out — a net gain of 7 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was BlackRock Advisors, adding an estimated $17.8M. The largest seller was State Street, cutting an estimated $6.13M.

  • 213 institutional investors held Valley National Bancorp (VLY) as of Q1 2014, up from 207 in Q4 2013.
  • Funds reported $1.01B of Valley National Bancorp stock for Q1 2014, up 8% quarter-over-quarter.
  • 21 funds opened new Valley National Bancorp positions in Q1 2014 and 14 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q1 2014 was BlackRock Advisors, an estimated $17.8M added.
  • The largest Valley National Bancorp seller in Q1 2014 was State Street, an estimated $6.13M sold.

Based on aggregated 13F filings for Q1 2014.