Valley National Bancorp
204 hedge funds and large institutions have $1.31B invested in Valley National Bancorp in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 58
14% more capital invested
Capital invested by funds: $1.15B → $1.31B (+$163M)
2.41% more ownership
Funds ownership: 52.33% → 54.74% (+2.4%)
7% more call options, than puts
Call options by funds: $1.6M | Put options by funds: $1.5M
1% less funds holding
Funds holding: 206 → 204 (-2)
5% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$14.3M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.4M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
+$9.59M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.14M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$8.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.9M |
| 2 |
Millennium Management
New York
|
-$4.2M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$3.32M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.18M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$2.04M |
VLY Hedge Fund Activity: Q2 2015 in Review
204 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2015, worth a combined $1.31B — up 14% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of VLY and 21 opened new positions — a net loss of 1 holder — while 58 trimmed existing stakes and 68 added.
The largest buyer was State Street, adding an estimated $14.3M. The largest seller was Fidelity Investments, cutting an estimated $28.9M.
- 204 institutional investors held Valley National Bancorp (VLY) as of Q2 2015, down from 206 in Q1 2015.
- Funds reported $1.31B of Valley National Bancorp stock for Q2 2015, up 14% quarter-over-quarter.
- 21 funds opened new Valley National Bancorp positions in Q2 2015 and 22 closed out, a net change of -1 holder.
- The largest Valley National Bancorp buyer in Q2 2015 was State Street, an estimated $14.3M added.
- The largest Valley National Bancorp seller in Q2 2015 was Fidelity Investments, an estimated $28.9M sold.
Based on aggregated 13F filings for Q2 2015.