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Valley National Bancorp

261 hedge funds and large institutions have $2.06B invested in Valley National Bancorp in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $386K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

56% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 70

6% more funds holding

Funds holding: 247261 (+14)

5% more capital invested

Capital invested by funds: $1.96B → $2.06B (+$105M)

2.05% more ownership

Funds ownership: 62.81%64.86% (+2%)

Holders
261
Holders Change
+14
Holders Change %
+5.67%
% of All Funds
6.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
109
Reduced
70
Closed
16
Calls
$1.41M
Puts
$386K
Net Calls
+$1.02M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$372M +$2.76M +239,761 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$3.09M +268,606 +1%
State Street
3
State Street
Massachusetts
$167M -$14.3M -1,243,315 -8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$159M +$2.27M +196,944 +2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$80.9M -$4.32M -374,520 -5%
Macquarie Group
6
Macquarie Group
Australia
$70.9M +$4.79M +415,470 +8%
Northern Trust
7
Northern Trust
Illinois
$70.6M -$151K -13,095 -0.2%
American Century Companies
8
American Century Companies
Missouri
$65.6M -$12.2M -1,057,616 -16%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$41.7M -$190K -16,480 -0.5%
Principal Financial Group
10
Principal Financial Group
Iowa
$38.9M +$24.2M +2,099,452 +186%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$32.6M +$6.68M +580,030 +27%
Norges Bank
12
Norges Bank
Norway
$31.6M
Millennium Management
13
Millennium Management
New York
$30.2M +$14.1M +1,220,284 +95%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.5M +$3.67M +318,698 +16%
Goldman Sachs
15
Goldman Sachs
New York
$24.7M -$5.34M -463,359 -18%
IP
16
Interval Partners
New York
$20.6M +$2.15M +186,598 +12%
Charles Schwab
17
Charles Schwab
California
$19.2M +$908K +78,778 +5%
Ameriprise
18
Ameriprise
Minnesota
$18.7M +$6.53M +566,827 +57%
MCA
19
Mendon Capital Advisors
Florida
$16.9M +$536K +46,528 +3%
Morgan Stanley
20
Morgan Stanley
New York
$16.1M +$3.91M +339,302 +34%
TCIM
21
TIAA CREF Investment Management
New York
$16M -$152K -13,170 -1%
DIA
22
Denver Investment Advisors
Colorado
$15.2M -$3.41M -295,899 -19%
Renaissance Technologies
23
Renaissance Technologies
New York
$14.5M -$6.66M -578,373 -32%
Bank of America
24
Bank of America
North Carolina
$14.1M +$3.1M +268,943 +30%
CAI
25
Capital Advisors Inc
Oklahoma
$14.1M +$362K +31,383 +3%

VLY Hedge Fund Activity: Q3 2017 in Review

261 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2017, worth a combined $2.06B — up 5.3% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VLY positions and 16 closed out — a net gain of 17 holders — while 109 added to existing stakes and 70 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $24.2M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $17.7M sold.

  • 261 institutional investors held Valley National Bancorp (VLY) as of Q3 2017, up from 247 in Q2 2017.
  • Funds reported $2.06B of Valley National Bancorp stock for Q3 2017, up 5.3% quarter-over-quarter.
  • 33 funds opened new Valley National Bancorp positions in Q3 2017 and 16 closed out, a net change of +17 holders.
  • The largest Valley National Bancorp buyer in Q3 2017 was Principal Financial Group, an estimated $24.2M added.
  • The largest Valley National Bancorp seller in Q3 2017 was Cramer Rosenthal McGlynn, an estimated $17.7M sold.

Based on aggregated 13F filings for Q3 2017.