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Valley National Bancorp

262 hedge funds and large institutions have $2.22B invested in Valley National Bancorp in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 103 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $520K

61% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 64

2.62% more ownership

Funds ownership: 56.96%59.59% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0% less funds holding

Funds holding: 263262 (-1)

3% less capital invested

Capital invested by funds: $2.29B → $2.22B (-$67.4M)

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
5.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
103
Reduced
64
Closed
30
Calls
$2.41M
Puts
$520K
Net Calls
+$1.89M
Net Calls Change
+$693K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$483M +$50.4M +4,180,131 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$332M +$17.3M +1,432,502 +5%
State Street
3
State Street
Massachusetts
$222M -$1.38M -114,672 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$144M +$2.16M +179,342 +1%
Macquarie Group
5
Macquarie Group
Australia
$109M +$46.7M +3,869,127 +66%
Northern Trust
6
Northern Trust
Illinois
$70.8M +$4.44M +367,786 +6%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$68.2M -$2.11M -175,046 -3%
American Century Companies
8
American Century Companies
Missouri
$55.3M +$2.54M +210,677 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$48.4M -$20.5M -1,698,353 -28%
Principal Financial Group
10
Principal Financial Group
Iowa
$44M +$3.98M +329,956 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39.4M +$5.95M +492,847 +16%
Norges Bank
12
Norges Bank
Norway
$36.4M +$1.95M +161,527 +5%
Charles Schwab
13
Charles Schwab
California
$27M +$4.46M +369,358 +18%
Goldman Sachs
14
Goldman Sachs
New York
$26.3M +$2.43M +201,084 +9%
CIC
15
Crawford Investment Counsel
Georgia
$20.5M +$1.95M +161,560 +10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$19.7M -$5.72M -474,097 -21%
TYCC
17
Texas Yale Capital Corp
Florida
$17.8M -$102K -8,475 -0.5%
MCM
18
Maltese Capital Management
New York
$16.7M +$3.92M +325,263 +28%
Bank of America
19
Bank of America
North Carolina
$15M +$2.12M +175,342 +15%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4M +$1.64M +135,799 +12%
Morgan Stanley
21
Morgan Stanley
New York
$14.3M -$965K -80,009 -6%
Ameriprise
22
Ameriprise
Minnesota
$12.7M +$1.95M +161,938 +17%
CAI
23
Capital Advisors Inc
Oklahoma
$12.4M -$147K -12,165 -1%
SBH
24
Segall Bryant & Hamill
Illinois
$11.5M -$440K -36,449 -3%
BGIM
25
Brandywine Global Investment Management
Pennsylvania
$10.6M +$46.5K +3,850 +0.4%

VLY Hedge Fund Activity: Q3 2018 in Review

262 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2018, worth a combined $2.22B — down 2.9% from $2.29B a quarter earlier.

Fund positioning in VLY was balanced in Q3 2018: 30 funds opened new positions, 30 closed out, 103 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $50.4M. The largest seller was Bank of New York Mellon, cutting an estimated $20.5M.

  • 262 institutional investors held Valley National Bancorp (VLY) as of Q3 2018, down from 263 in Q2 2018.
  • Funds reported $2.22B of Valley National Bancorp stock for Q3 2018, down 2.9% quarter-over-quarter.
  • 30 funds opened new Valley National Bancorp positions in Q3 2018 and 30 closed out, a net change of 0 holders.
  • The largest Valley National Bancorp buyer in Q3 2018 was BlackRock, an estimated $50.4M added.
  • The largest Valley National Bancorp seller in Q3 2018 was Bank of New York Mellon, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2018.