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Valley National Bancorp

318 hedge funds and large institutions have $2.78B invested in Valley National Bancorp in 2019 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 130 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 22

132% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 56

86% more call options, than puts

Call options by funds: $2.42M | Put options by funds: $1.3M

25% more capital invested

Capital invested by funds: $2.22B → $2.78B (+$561M)

18% more funds holding

Funds holding: 269318 (+49)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 61.51%60.05% (-1.5%)

Holders
318
Holders Change
+49
Holders Change %
+18.22%
% of All Funds
6.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
79
Increased
130
Reduced
56
Closed
22
Calls
$2.42M
Puts
$1.3M
Net Calls
+$1.12M
Net Calls Change
-$716K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$623M +$95.2M +8,274,188 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$427M +$70.6M +6,136,556 +20%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$257M +$61.6M +5,353,293 +31%
State Street
4
State Street
Massachusetts
$176M +$27.6M +2,396,229 +19%
Macquarie Group
5
Macquarie Group
Australia
$150M +$16.8M +1,460,993 +13%
Northern Trust
6
Northern Trust
Illinois
$96.7M +$16.3M +1,412,039 +20%
American Century Companies
7
American Century Companies
Missouri
$66.5M +$12.9M +1,119,986 +24%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$64.4M +$15.2M +1,323,913 +31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$62.3M +$11.6M +1,006,767 +23%
NI
10
Nuance Investments
Missouri
$55.5M -$25.8M -2,244,464 -32%
Norges Bank
11
Norges Bank
Norway
$54.5M +$14.1M +1,227,692 +35%
Charles Schwab
12
Charles Schwab
California
$35.7M +$5.02M +435,803 +16%
Renaissance Technologies
13
Renaissance Technologies
New York
$33M +$28.3M +2,460,289 +578%
TYCC
14
Texas Yale Capital Corp
Florida
$21.5M
CIC
15
Crawford Investment Counsel
Georgia
$21.2M +$911K +79,197 +4%
Goldman Sachs
16
Goldman Sachs
New York
$21.1M -$10.5M -912,424 -33%
N
17
Nuveen
North Carolina
$19.6M +$4.48M +389,017 +29%
Principal Financial Group
18
Principal Financial Group
Iowa
$19.4M +$3M +260,266 +18%
Morgan Stanley
19
Morgan Stanley
New York
$15.1M +$10.1M +876,122 +198%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$14.4M +$2.35M +204,574 +19%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$13.8M +$13.9M +1,204,507 New
Bank of America
22
Bank of America
North Carolina
$13.3M -$1.22M -106,187 -8%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$12.5M +$12.5M +1,088,052 New
Prudential Financial
24
Prudential Financial
New Jersey
$11.8M +$312K +27,147 +3%
AllianceBernstein
25
AllianceBernstein
Tennessee
$11.4M -$2.55M -221,278 -18%

VLY Hedge Fund Activity: Q4 2019 in Review

318 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q4 2019, worth a combined $2.78B — up 25% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new VLY positions and 22 closed out — a net gain of 57 holders — while 130 added to existing stakes and 56 trimmed.

The largest buyer was BlackRock, adding an estimated $95.2M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $46.3M.

  • 318 institutional investors held Valley National Bancorp (VLY) as of Q4 2019, up from 269 in Q3 2019.
  • Funds reported $2.78B of Valley National Bancorp stock for Q4 2019, up 25% quarter-over-quarter.
  • 79 funds opened new Valley National Bancorp positions in Q4 2019 and 22 closed out, a net change of +57 holders.
  • The largest Valley National Bancorp buyer in Q4 2019 was BlackRock, an estimated $95.2M added.
  • The largest Valley National Bancorp seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $46.3M sold.

Based on aggregated 13F filings for Q4 2019.