Valley National Bancorp
265 hedge funds and large institutions have $2B invested in Valley National Bancorp in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 74 reducing their positions, and 33 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 74
12% more capital invested
Capital invested by funds: $1.79B → $2B (+$208M)
1.98% more ownership
Funds ownership: 60.87% → 62.86% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 273 → 265 (-8)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
32% less call options, than puts
Call options by funds: $792K | Put options by funds: $1.16M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$16.1M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.6M |
| 3 |
BlackRock
New York
|
+$12.5M |
| 4 |
Bank of New York Mellon
New York
|
+$12.2M |
| 5 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$16.1M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$8.85M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$8.23M |
| 4 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$6.99M |
| 5 |
Morgan Stanley
New York
|
-$5.17M |
VLY Hedge Fund Activity: Q1 2019 in Review
265 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2019, worth a combined $2B — up 12% from $1.79B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of VLY and 28 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 86 added.
The largest buyer was Texas Yale Capital Corp, adding an estimated $16.1M. The largest seller was State Street, cutting an estimated $16.1M.
- 265 institutional investors held Valley National Bancorp (VLY) as of Q1 2019, down from 273 in Q4 2018.
- Funds reported $2B of Valley National Bancorp stock for Q1 2019, up 12% quarter-over-quarter.
- 28 funds opened new Valley National Bancorp positions in Q1 2019 and 33 closed out, a net change of -5 holders.
- The largest Valley National Bancorp buyer in Q1 2019 was Texas Yale Capital Corp, an estimated $16.1M added.
- The largest Valley National Bancorp seller in Q1 2019 was State Street, an estimated $16.1M sold.
Based on aggregated 13F filings for Q1 2019.