Valley National Bancorp
226 hedge funds and large institutions have $1.34B invested in Valley National Bancorp in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 19 closing their positions.
143% more call options, than puts
Call options by funds: $2.32M | Put options by funds: $953K
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
15% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 67
7% more funds holding
Funds holding: 211 → 226 (+15)
2% more capital invested
Capital invested by funds: $1.32B → $1.34B (+$27M)
2.28% less ownership
Funds ownership: 57.52% → 55.24% (-2.3%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$28.8M |
| 2 |
Millennium Management
New York
|
+$28.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.6M |
| 4 |
Goldman Sachs
New York
|
+$8.64M |
| 5 |
Renaissance Technologies
New York
|
+$8.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$34.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.5M |
| 3 |
Bank of New York Mellon
New York
|
-$12.8M |
| 4 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
-$10.2M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$9.96M |
VLY Hedge Fund Activity: Q4 2015 in Review
226 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2015, worth a combined $1.34B — up 2% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VLY positions and 19 closed out — a net gain of 16 holders — while 77 added to existing stakes and 67 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $28.8M. The largest seller was State Street, cutting an estimated $34.6M.
- 226 institutional investors held Valley National Bancorp (VLY) as of Q4 2015, up from 211 in Q3 2015.
- Funds reported $1.34B of Valley National Bancorp stock for Q4 2015, up 2% quarter-over-quarter.
- 35 funds opened new Valley National Bancorp positions in Q4 2015 and 19 closed out, a net change of +16 holders.
- The largest Valley National Bancorp buyer in Q4 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $28.8M added.
- The largest Valley National Bancorp seller in Q4 2015 was State Street, an estimated $34.6M sold.
Based on aggregated 13F filings for Q4 2015.