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Valley National Bancorp

234 hedge funds and large institutions have $1.79B invested in Valley National Bancorp in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more call options, than puts

Call options by funds: $3.6M | Put options by funds: $495K

140% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $1.37B → $1.79B (+$429M)

31% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 62

11% more funds holding

Funds holding: 210234 (+24)

2.93% more ownership

Funds ownership: 55.49%58.43% (+2.9%)

Holders
234
Holders Change
+24
Holders Change %
+11.43%
% of All Funds
5.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
48
Increased
81
Reduced
62
Closed
20
Calls
$3.6M
Puts
$495K
Net Calls
+$3.11M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$230M +$12M +1,119,614 +6%
BFA
2
BlackRock Fund Advisors
California
$230M +$23M +2,153,858 +12%
State Street
3
State Street
Massachusetts
$153M +$22.1M +2,065,991 +19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$132M +$10M +939,062 +9%
BIT
5
BlackRock Institutional Trust
California
$89.5M +$2.52M +235,604 +3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$82.9M -$1.24M -115,700 -2%
Macquarie Group
7
Macquarie Group
Australia
$59.9M -$780K -72,976 -1%
Northern Trust
8
Northern Trust
Illinois
$58.5M -$3.65M -341,733 -6%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$56.4M +$15M +1,401,467 +41%
Renaissance Technologies
10
Renaissance Technologies
New York
$37.2M -$2.57M -240,200 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36.9M +$2.34M +219,077 +7%
Goldman Sachs
12
Goldman Sachs
New York
$34.3M +$10.1M +946,361 +47%
DIA
13
Denver Investment Advisors
Colorado
$28.8M -$3.07M -286,761 -10%
Norges Bank
14
Norges Bank
Norway
$27.2M
BIM
15
BlackRock Investment Management
Delaware
$21.8M +$1.85M +173,454 +10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.7M +$2.64M +247,041 +15%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$20.8M +$1.71M +159,700 +10%
SIM
18
Sprucegrove Investment Management
Ontario, Canada
$18.5M -$5.38M -503,500 -24%
Morgan Stanley
19
Morgan Stanley
New York
$18.2M +$8.23M +769,683 +97%
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
$16.1M +$2.74M +256,625 +23%
Charles Schwab
21
Charles Schwab
California
$15.9M +$783K +73,276 +6%
Millennium Management
22
Millennium Management
New York
$14.6M +$8.3M +776,590 +162%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$14M +$8.32M +778,298 +183%
CAI
24
Capital Advisors Inc
Oklahoma
$12.4M +$267K +24,961 +2%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.9M +$402K +37,643 +4%

VLY Hedge Fund Activity: Q4 2016 in Review

234 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2016, worth a combined $1.79B — up 31% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VLY positions and 20 closed out — a net gain of 28 holders — while 81 added to existing stakes and 62 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $23M. The largest seller was Homestead Advisers, exiting entirely with an estimated $20.6M sold.

  • 234 institutional investors held Valley National Bancorp (VLY) as of Q4 2016, up from 210 in Q3 2016.
  • Funds reported $1.79B of Valley National Bancorp stock for Q4 2016, up 31% quarter-over-quarter.
  • 48 funds opened new Valley National Bancorp positions in Q4 2016 and 20 closed out, a net change of +28 holders.
  • The largest Valley National Bancorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $23M added.
  • The largest Valley National Bancorp seller in Q4 2016 was Homestead Advisers, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2016.