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Valley National Bancorp

289 hedge funds and large institutions have $1.75B invested in Valley National Bancorp in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 103 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.25M

0.85% less ownership

Funds ownership: 60.05%59.2% (-0.85%)

9% less funds holding

Funds holding: 318289 (-29)

17% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 103

37% less capital invested

Capital invested by funds: $2.78B → $1.75B (-$1.03B)

38% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 66

Holders
289
Holders Change
-29
Holders Change %
-9.12%
% of All Funds
6.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
41
Increased
86
Reduced
103
Closed
66
Calls
$1.24M
Puts
$1.25M
Net Calls
-$7K
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$385M -$17.3M -1,770,366 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M +$11.1M +1,133,194 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$163M -$1.88M -192,350 -0.9%
State Street
4
State Street
Massachusetts
$111M -$3.06M -313,040 -2%
Macquarie Group
5
Macquarie Group
Australia
$96.4M +$1.11M +113,969 +0.9%
Northern Trust
6
Northern Trust
Illinois
$61.4M -$493K -50,405 -0.6%
American Century Companies
7
American Century Companies
Missouri
$45.5M +$4.09M +418,224 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$43.7M +$5.18M +529,555 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$39.6M -$2.02M -206,374 -4%
Norges Bank
10
Norges Bank
Norway
$34.8M
NI
11
Nuance Investments
Missouri
$31.1M -$5.39M -551,055 -11%
Charles Schwab
12
Charles Schwab
California
$23.7M +$1.19M +122,069 +4%
Goldman Sachs
13
Goldman Sachs
New York
$23.1M +$13M +1,326,471 +72%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$16.2M +$9.86M +1,008,371 +84%
CIC
15
Crawford Investment Counsel
Georgia
$14.2M +$813K +83,130 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$14.1M +$12.2M +1,242,805 +180%
TYCC
17
Texas Yale Capital Corp
Florida
$13.6M -$137K -14,000 -0.7%
N
18
Nuveen
North Carolina
$12.8M +$368K +37,669 +2%
KCM
19
Kennedy Capital Management
Missouri
$10.2M +$4.42M +451,950 +48%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$9.53M +$415K +42,392 +3%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.8M -$4.82M -492,380 -29%
Renaissance Technologies
22
Renaissance Technologies
New York
$8.77M -$16.5M -1,686,000 -58%
Prudential Financial
23
Prudential Financial
New Jersey
$8.46M +$1.24M +126,798 +12%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.35M +$4.57M +466,862 +69%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$8.23M +$4.12M +421,555 +60%

VLY Hedge Fund Activity: Q1 2020 in Review

289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2020, worth a combined $1.75B — down 37% from $2.78B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of VLY and 41 opened new positions — a net loss of 25 holders — while 103 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $13M. The largest seller was BlackRock, cutting an estimated $17.3M.

  • 289 institutional investors held Valley National Bancorp (VLY) as of Q1 2020, down from 318 in Q4 2019.
  • Funds reported $1.75B of Valley National Bancorp stock for Q1 2020, down 37% quarter-over-quarter.
  • 41 funds opened new Valley National Bancorp positions in Q1 2020 and 66 closed out, a net change of -25 holders.
  • The largest Valley National Bancorp buyer in Q1 2020 was Goldman Sachs, an estimated $13M added.
  • The largest Valley National Bancorp seller in Q1 2020 was BlackRock, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2020.