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Valley National Bancorp

206 hedge funds and large institutions have $1.15B invested in Valley National Bancorp in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.91M | Put options by funds: $645K

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

1.42% more ownership

Funds ownership: 50.92%52.33% (+1.4%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more capital invested

Capital invested by funds: $1.14B → $1.15B (+$4.43M)

1% less funds holding

Funds holding: 208206 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
74
Reduced
62
Closed
19
Calls
$1.91M
Puts
$645K
Net Calls
+$1.27M
Net Calls Change
+$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$140M +$2.43M +257,237 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M +$7.12M +752,922 +6%
State Street
3
State Street
Massachusetts
$133M -$8.18M -864,277 -6%
BIT
4
BlackRock Institutional Trust
California
$61.5M +$5.31M +561,206 +9%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$54.5M +$3.78M +399,601 +7%
SIM
6
Sprucegrove Investment Management
Ontario, Canada
$53.7M +$21M +2,215,600 +64%
Macquarie Group
7
Macquarie Group
Australia
$48.1M +$3.37M +355,805 +8%
Northern Trust
8
Northern Trust
Illinois
$46.7M +$1.04M +110,307 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$44.3M -$1.76M -185,954 -4%
DIA
10
Denver Investment Advisors
Colorado
$30.5M -$889K -93,945 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$26M +$162K +17,120 +0.6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$25.5M +$6.14M +648,702 +32%
American Century Companies
13
American Century Companies
Missouri
$23.5M -$2.39M -252,153 -9%
Bank of America
14
Bank of America
North Carolina
$20.6M +$17.2M +1,813,319 +498%
NRECA
15
National Rural Electric Cooperative Association
Virginia
$20M
Norges Bank
16
Norges Bank
Norway
$19.5M +$3.41M +360,324 +21%
BIM
17
BlackRock Investment Management
Delaware
$11.8M +$135K +14,311 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$11.6M +$126K +13,335 +1%
Ameriprise
19
Ameriprise
Minnesota
$10.6M +$215K +22,713 +2%
Goldman Sachs
20
Goldman Sachs
New York
$9.06M +$2.25M +237,459 +33%
TCIM
21
TIAA CREF Investment Management
New York
$8.87M -$189K -19,971 -2%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$8.47M
Charles Schwab
23
Charles Schwab
California
$8.39M +$898K +94,885 +12%
Morgan Stanley
24
Morgan Stanley
New York
$7.62M +$911K +96,315 +14%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$7.42M

VLY Hedge Fund Activity: Q1 2015 in Review

206 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2015, worth a combined $1.15B — up 0.39% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VLY positions and 19 closed out — a net gain of 1 holder — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Sprucegrove Investment Management, adding an estimated $21M. The largest seller was Columbia Wanger Asset Management, exiting entirely with an estimated $25.3M sold.

  • 206 institutional investors held Valley National Bancorp (VLY) as of Q1 2015, down from 208 in Q4 2014.
  • Funds reported $1.15B of Valley National Bancorp stock for Q1 2015, up 0.39% quarter-over-quarter.
  • 20 funds opened new Valley National Bancorp positions in Q1 2015 and 19 closed out, a net change of +1 holder.
  • The largest Valley National Bancorp buyer in Q1 2015 was Sprucegrove Investment Management, an estimated $21M added.
  • The largest Valley National Bancorp seller in Q1 2015 was Columbia Wanger Asset Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2015.