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Valley National Bancorp

211 hedge funds and large institutions have $1.31B invested in Valley National Bancorp in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $853K

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 53

3% more funds holding

Funds holding: 204211 (+7)

2.78% more ownership

Funds ownership: 54.74%57.52% (+2.8%)

0% more capital invested

Capital invested by funds: $1.31B → $1.31B (+$5.22M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
211
Holders Change
+7
Holders Change %
+3.43%
% of All Funds
5.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
81
Reduced
53
Closed
15
Calls
$2.88M
Puts
$853K
Net Calls
+$2.03M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$153M +$2.73M +278,056 +2%
State Street
2
State Street
Massachusetts
$147M -$6.46M -656,923 -4%
BFA
3
BlackRock Fund Advisors
California
$146M +$1.74M +176,827 +1%
BIT
4
BlackRock Institutional Trust
California
$63.9M +$3.15M +319,817 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$59M -$1.64M -167,178 -3%
SIM
6
Sprucegrove Investment Management
Ontario, Canada
$58.2M -$2.54M -258,100 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$53.4M +$16.3M +1,658,992 +44%
Macquarie Group
8
Macquarie Group
Australia
$52.6M +$1.66M +168,684 +3%
Northern Trust
9
Northern Trust
Illinois
$52.1M +$2.15M +218,593 +4%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$48.4M +$48.4M +4,919,811 New
DIA
11
Denver Investment Advisors
Colorado
$28M -$3.36M -342,016 -11%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$27.1M +$57.4K +5,836 +0.2%
Bank of America
13
Bank of America
North Carolina
$26.4M +$5.24M +532,616 +25%
NRECA
14
National Rural Electric Cooperative Association
Virginia
$20.8M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$20.6M +$3.68M +373,680 +22%
Norges Bank
16
Norges Bank
Norway
$18.3M -$2.93M -298,304 -14%
American Century Companies
17
American Century Companies
Missouri
$17M -$5.46M -555,462 -24%
BIM
18
BlackRock Investment Management
Delaware
$15.6M +$900K +91,544 +6%
Renaissance Technologies
19
Renaissance Technologies
New York
$15.2M +$6.44M +654,300 +73%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.5M +$152K +15,480 +1%
Goldman Sachs
21
Goldman Sachs
New York
$11M +$191K +19,370 +2%
Charles Schwab
22
Charles Schwab
California
$10.6M +$851K +86,529 +9%
Ameriprise
23
Ameriprise
Minnesota
$10M -$987K -100,396 -9%
CM
24
Churchill Management
California
$9.9M +$212K +21,537 +2%
CAI
25
Capital Advisors Inc
Oklahoma
$9.22M +$344K +34,970 +4%

VLY Hedge Fund Activity: Q3 2015 in Review

211 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2015, worth a combined $1.31B — up 0.4% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VLY positions and 15 closed out — a net gain of 8 holders — while 81 added to existing stakes and 53 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $48.4M. The largest seller was AHL Partners, cutting an estimated $7.18M.

  • 211 institutional investors held Valley National Bancorp (VLY) as of Q3 2015, up from 204 in Q2 2015.
  • Funds reported $1.31B of Valley National Bancorp stock for Q3 2015, up 0.4% quarter-over-quarter.
  • 23 funds opened new Valley National Bancorp positions in Q3 2015 and 15 closed out, a net change of +8 holders.
  • The largest Valley National Bancorp buyer in Q3 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $48.4M added.
  • The largest Valley National Bancorp seller in Q3 2015 was AHL Partners, an estimated $7.18M sold.

Based on aggregated 13F filings for Q3 2015.