We are live on ! Find out more
VLY icon

Valley National Bancorp

223 hedge funds and large institutions have $1.32B invested in Valley National Bancorp in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $449K

32% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 63

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 55.25%55.02% (-0.23%)

1% less capital invested

Capital invested by funds: $1.34B → $1.32B (-$20M)

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

1% less funds holding

Funds holding: 226223 (-3)

Holders
223
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
63
Closed
30
Calls
$3.44M
Puts
$449K
Net Calls
+$2.99M
Net Calls Change
+$1.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$158M +$8.37M +921,765 +6%
BFA
2
BlackRock Fund Advisors
California
$142M -$2.25M -247,643 -2%
State Street
3
State Street
Massachusetts
$122M +$11.5M +1,266,986 +11%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.5M +$105K +11,600 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$72.8M +$8.97M +987,705 +15%
BIT
6
BlackRock Institutional Trust
California
$63.2M +$180K +19,825 +0.3%
Millennium Management
7
Millennium Management
New York
$56.5M +$28.5M +3,139,481 +113%
Northern Trust
8
Northern Trust
Illinois
$50.3M +$909K +100,102 +2%
Macquarie Group
9
Macquarie Group
Australia
$48.7M -$2.37M -261,146 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$30M +$7.23M +796,100 +34%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25.1M -$19.3M -2,126,170 -45%
Goldman Sachs
12
Goldman Sachs
New York
$25.1M +$6.16M +677,816 +35%
DIA
13
Denver Investment Advisors
Colorado
$25.1M +$122K +13,471 +0.5%
SIM
14
Sprucegrove Investment Management
Ontario, Canada
$22.2M -$23.6M -2,602,600 -53%
HA
15
Homestead Advisers
Virginia
$20.2M +$19.2M +2,115,073 New
Norges Bank
16
Norges Bank
Norway
$19.1M +$1.27M +140,000 +8%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$18.3M -$420K -46,290 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$17.4M +$14.9M +1,641,397 +923%
BIM
19
BlackRock Investment Management
Delaware
$14.2M -$943K -103,767 -7%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$12.6M +$12M +1,320,774 New
Deutsche Bank
21
Deutsche Bank
Germany
$12.2M +$6.13M +674,775 +112%
Charles Schwab
22
Charles Schwab
California
$10.7M +$507K +55,805 +5%
Invesco
23
Invesco
Georgia
$9.81M +$3.36M +370,357 +56%
Ameriprise
24
Ameriprise
Minnesota
$9.35M +$10.4K +1,142 +0.1%
CAI
25
Capital Advisors Inc
Oklahoma
$9.05M +$114K +12,566 +1%

VLY Hedge Fund Activity: Q1 2016 in Review

223 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2016, worth a combined $1.32B — down 1.5% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of VLY and 28 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 83 added.

The largest buyer was Millennium Management, adding an estimated $28.5M. The largest seller was Sprucegrove Investment Management, cutting an estimated $23.6M.

  • 223 institutional investors held Valley National Bancorp (VLY) as of Q1 2016, down from 226 in Q4 2015.
  • Funds reported $1.32B of Valley National Bancorp stock for Q1 2016, down 1.5% quarter-over-quarter.
  • 28 funds opened new Valley National Bancorp positions in Q1 2016 and 30 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q1 2016 was Millennium Management, an estimated $28.5M added.
  • The largest Valley National Bancorp seller in Q1 2016 was Sprucegrove Investment Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2016.