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Valley National Bancorp

247 hedge funds and large institutions have $1.96B invested in Valley National Bancorp in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 72

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

3% more funds holding

Funds holding: 239247 (+8)

1% more capital invested

Capital invested by funds: $1.93B → $1.96B (+$25.9M)

0.24% more ownership

Funds ownership: 62.57%62.81% (+0.24%)

18% less call options, than puts

Call options by funds: $278K | Put options by funds: $341K

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
6.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
103
Reduced
72
Closed
21
Calls
$278K
Puts
$341K
Net Calls
-$63K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$362M -$7.48M -638,561 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M +$5.25M +448,524 +2%
State Street
3
State Street
Massachusetts
$178M +$3.78M +322,882 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M +$3.14M +267,848 +2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$83.7M
American Century Companies
6
American Century Companies
Missouri
$76.8M +$26M +2,224,024 +52%
Northern Trust
7
Northern Trust
Illinois
$69.3M +$8.95M +764,098 +15%
Macquarie Group
8
Macquarie Group
Australia
$64.6M +$1.98M +168,791 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$41.1M +$733K +62,617 +2%
Norges Bank
10
Norges Bank
Norway
$30.9M -$1.09M -93,342 -3%
Goldman Sachs
11
Goldman Sachs
New York
$29.7M -$1.17M -99,547 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$25.1M +$7.17M +612,334 +41%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.2M +$499K +42,629 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$21.1M -$12.5M -1,071,530 -38%
DIA
15
Denver Investment Advisors
Colorado
$18.4M -$7.74M -661,052 -30%
IP
16
Interval Partners
New York
$18M +$5.49M +468,815 +44%
Charles Schwab
17
Charles Schwab
California
$17.9M +$290K +24,768 +2%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$17.7M -$921K -78,640 -5%
MCA
19
Mendon Capital Advisors
Florida
$16M -$1.65M -141,110 -9%
TCIM
20
TIAA CREF Investment Management
New York
$15.8M +$1.64M +139,923 +12%
Millennium Management
21
Millennium Management
New York
$15.2M -$3.55M -303,566 -19%
CAI
22
Capital Advisors Inc
Oklahoma
$13.4M +$1.04M +88,936 +8%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.4M +$569K +48,620 +4%
SIM
24
Sprucegrove Investment Management
Ontario, Canada
$12.7M -$3.16M -269,700 -20%
KCM
25
Kennedy Capital Management
Missouri
$12.1M +$3.58M +305,802 +42%

VLY Hedge Fund Activity: Q2 2017 in Review

247 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2017, worth a combined $1.96B — up 1.3% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VLY positions and 21 closed out — a net gain of 9 holders — while 103 added to existing stakes and 72 trimmed.

The largest buyer was American Century Companies, adding an estimated $26M. The largest seller was Teachers Advisors, cutting an estimated $14.1M.

  • 247 institutional investors held Valley National Bancorp (VLY) as of Q2 2017, up from 239 in Q1 2017.
  • Funds reported $1.96B of Valley National Bancorp stock for Q2 2017, up 1.3% quarter-over-quarter.
  • 30 funds opened new Valley National Bancorp positions in Q2 2017 and 21 closed out, a net change of +9 holders.
  • The largest Valley National Bancorp buyer in Q2 2017 was American Century Companies, an estimated $26M added.
  • The largest Valley National Bancorp seller in Q2 2017 was Teachers Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2017.