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Valley National Bancorp

269 hedge funds and large institutions have $2.29B invested in Valley National Bancorp in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 79

20% more capital invested

Capital invested by funds: $1.91B → $2.29B (+$383M)

5% less funds holding

Funds holding: 282269 (-13)

8.72% less ownership

Funds ownership: 64.32%55.6% (-8.7%)

23% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 44

39% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $3.77M

Holders
269
Holders Change
-13
Holders Change %
-4.61%
% of All Funds
6.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
97
Reduced
79
Closed
44
Calls
$2.3M
Puts
$3.77M
Net Calls
-$1.47M
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$437M +$36.7M +2,940,523 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$337M +$58.3M +4,679,216 +21%
State Street
3
State Street
Massachusetts
$228M +$38.8M +3,114,336 +20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$168M +$472K +37,857 +0.3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$81.8M +$224K +18,000 +0.3%
Macquarie Group
6
Macquarie Group
Australia
$73M -$63.6K -5,101 -0.1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$72.4M +$27.2M +2,185,325 +60%
Northern Trust
8
Northern Trust
Illinois
$67.7M +$310K +24,891 +0.5%
American Century Companies
9
American Century Companies
Missouri
$50.9M -$10.9M -870,259 -18%
Principal Financial Group
10
Principal Financial Group
Iowa
$43.8M -$819K -65,702 -2%
Goldman Sachs
11
Goldman Sachs
New York
$35.1M +$7.23M +580,011 +26%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$34.3M +$983K +78,804 +3%
Norges Bank
13
Norges Bank
Norway
$33.4M +$3.8M +305,121 +13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$32.3M -$404K -32,400 -1%
Charles Schwab
15
Charles Schwab
California
$22.4M +$1.79M +143,808 +9%
Morgan Stanley
16
Morgan Stanley
New York
$20.2M +$3.14M +251,499 +18%
MCA
17
Mendon Capital Advisors
Florida
$17.5M
CIC
18
Crawford Investment Counsel
Georgia
$17.3M +$892K +71,506 +5%
TCIM
19
TIAA CREF Investment Management
New York
$15.3M -$131K -10,468 -0.8%
IP
20
Interval Partners
New York
$15.1M +$1.73M +138,809 +13%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5M +$6.7M +537,499 +86%
Ameriprise
22
Ameriprise
Minnesota
$14.1M -$4.75M -381,274 -25%
DIA
23
Denver Investment Advisors
Colorado
$14.1M -$888K -71,191 -6%
CAI
24
Capital Advisors Inc
Oklahoma
$13.7M +$533K +42,739 +4%
Bank of America
25
Bank of America
North Carolina
$13.5M +$1.47M +117,968 +12%

VLY Hedge Fund Activity: Q1 2018 in Review

269 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2018, worth a combined $2.29B — up 20% from $1.91B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of VLY and 34 opened new positions — a net loss of 10 holders — while 79 trimmed existing stakes and 97 added.

The largest buyer was Vanguard Group, adding an estimated $58.3M. The largest seller was American Century Companies, cutting an estimated $10.9M.

  • 269 institutional investors held Valley National Bancorp (VLY) as of Q1 2018, down from 282 in Q4 2017.
  • Funds reported $2.29B of Valley National Bancorp stock for Q1 2018, up 20% quarter-over-quarter.
  • 34 funds opened new Valley National Bancorp positions in Q1 2018 and 44 closed out, a net change of -10 holders.
  • The largest Valley National Bancorp buyer in Q1 2018 was Vanguard Group, an estimated $58.3M added.
  • The largest Valley National Bancorp seller in Q1 2018 was American Century Companies, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.