We are live on ! Find out more
VLY icon

Valley National Bancorp

272 hedge funds and large institutions have $1.79B invested in Valley National Bancorp in 2018 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.68M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

13% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 75

4% more funds holding

Funds holding: 262272 (+10)

1.28% more ownership

Funds ownership: 59.59%60.87% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $2.22B → $1.79B (-$429M)

Holders
272
Holders Change
+10
Holders Change %
+3.82%
% of All Funds
6.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
85
Reduced
75
Closed
42
Calls
$2.96M
Puts
$1.68M
Net Calls
+$1.28M
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$394M +$14.8M +1,465,653 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$271M +$10.3M +1,024,075 +3%
State Street
3
State Street
Massachusetts
$150M -$31.1M -3,084,706 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$127M +$15.3M +1,515,954 +12%
Macquarie Group
5
Macquarie Group
Australia
$94.2M +$8.81M +873,561 +9%
Northern Trust
6
Northern Trust
Illinois
$55.3M -$620K -61,398 -1%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$50.2M -$4.1M -406,513 -7%
American Century Companies
8
American Century Companies
Missouri
$46.2M +$2.87M +284,857 +6%
NI
9
Nuance Investments
Missouri
$39.1M +$44.4M +4,400,362 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37.7M -$582K -57,632 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$33.2M +$2.38M +236,001 +7%
Norges Bank
12
Norges Bank
Norway
$30.3M +$1.82M +180,045 +6%
Goldman Sachs
13
Goldman Sachs
New York
$27.5M +$7.65M +758,037 +32%
Charles Schwab
14
Charles Schwab
California
$21.2M -$134K -13,244 -0.6%
CIC
15
Crawford Investment Counsel
Georgia
$16.6M +$527K +52,220 +3%
TYCC
16
Texas Yale Capital Corp
Florida
$14M
Principal Financial Group
17
Principal Financial Group
Iowa
$12.9M -$24.8M -2,460,629 -63%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4M +$1.14M +113,128 +9%
Bank of America
19
Bank of America
North Carolina
$11.9M +$88.5K +8,775 +0.7%
MCM
20
Maltese Capital Management
New York
$11.8M -$1.57M -155,369 -10%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.9M -$5.21M -516,290 -30%
Deutsche Bank
22
Deutsche Bank
Germany
$10.3M +$3.06M +303,265 +36%
Ameriprise
23
Ameriprise
Minnesota
$10.1M +$58.7K +5,818 +0.5%
CAI
24
Capital Advisors Inc
Oklahoma
$9.42M -$382K -37,837 -3%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$8.9M +$4.03M +398,986 +66%

VLY Hedge Fund Activity: Q4 2018 in Review

272 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2018, worth a combined $1.79B — down 19% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VLY positions and 42 closed out — a net gain of 11 holders — while 85 added to existing stakes and 75 trimmed.

The largest buyer was Nuance Investments, opening a new position worth an estimated $44.4M. The largest seller was State Street, cutting an estimated $31.1M.

  • 272 institutional investors held Valley National Bancorp (VLY) as of Q4 2018, up from 262 in Q3 2018.
  • Funds reported $1.79B of Valley National Bancorp stock for Q4 2018, down 19% quarter-over-quarter.
  • 53 funds opened new Valley National Bancorp positions in Q4 2018 and 42 closed out, a net change of +11 holders.
  • The largest Valley National Bancorp buyer in Q4 2018 was Nuance Investments, an estimated $44.4M added.
  • The largest Valley National Bancorp seller in Q4 2018 was State Street, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2018.