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Valley National Bancorp

285 hedge funds and large institutions have $1.92B invested in Valley National Bancorp in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 105 increasing their positions, 83 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 83

10% more capital invested

Capital invested by funds: $1.75B → $1.92B (+$173M)

1.61% more ownership

Funds ownership: 59.2%60.81% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 39

1% less funds holding

Funds holding: 289285 (-4)

65% less call options, than puts

Call options by funds: $831K | Put options by funds: $2.38M

Holders
285
Holders Change
-4
Holders Change %
-1.38%
% of All Funds
5.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
105
Reduced
83
Closed
39
Calls
$831K
Puts
$2.38M
Net Calls
-$1.54M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$409M -$2.89M -377,055 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$292M -$8.37M -1,090,558 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$179M +$4.77M +621,928 +3%
State Street
4
State Street
Massachusetts
$123M +$4.45M +580,259 +4%
Macquarie Group
5
Macquarie Group
Australia
$111M +$7.3M +950,573 +7%
Northern Trust
6
Northern Trust
Illinois
$66.6M +$904K +117,801 +1%
American Century Companies
7
American Century Companies
Missouri
$50.2M +$1.49M +194,633 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$47.6M +$911K +118,731 +2%
NI
9
Nuance Investments
Missouri
$44.6M +$11M +1,433,530 +34%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$42.2M -$139K -18,088 -0.3%
Norges Bank
11
Norges Bank
Norway
$37.2M
Charles Schwab
12
Charles Schwab
California
$25.9M +$528K +68,848 +2%
Goldman Sachs
13
Goldman Sachs
New York
$25.1M +$376K +49,000 +2%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$17.9M +$547K +71,242 +3%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$16.4M +$10.5M +1,366,043 +188%
CIC
16
Crawford Investment Counsel
Georgia
$15.2M +$17.4K +2,267 +0.1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$14.7M -$357K -46,486 -2%
TYCC
18
Texas Yale Capital Corp
Florida
$14.2M -$407K -53,000 -3%
N
19
Nuveen
North Carolina
$13.9M +$199K +25,939 +1%
Allianz Asset Management
20
Allianz Asset Management
Germany
$12.4M +$6.89M +897,070 +130%
MCM
21
Maltese Capital Management
New York
$12.2M +$4.27M +555,950 +56%
KCM
22
Kennedy Capital Management
Missouri
$11M +$136K +17,771 +1%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$10.8M +$620K +80,822 +6%
Prudential Financial
24
Prudential Financial
New Jersey
$10.5M +$1.41M +183,734 +16%
RA
25
Royce & Associates
New York
$9.77M +$6.35M +827,112 +196%

VLY Hedge Fund Activity: Q2 2020 in Review

285 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2020, worth a combined $1.92B — up 9.9% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of VLY and 37 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 105 added.

The largest buyer was Nuance Investments, adding an estimated $11M. The largest seller was Renaissance Technologies, cutting an estimated $8.47M.

  • 285 institutional investors held Valley National Bancorp (VLY) as of Q2 2020, down from 289 in Q1 2020.
  • Funds reported $1.92B of Valley National Bancorp stock for Q2 2020, up 9.9% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q2 2020 and 39 closed out, a net change of -2 holders.
  • The largest Valley National Bancorp buyer in Q2 2020 was Nuance Investments, an estimated $11M added.
  • The largest Valley National Bancorp seller in Q2 2020 was Renaissance Technologies, an estimated $8.47M sold.

Based on aggregated 13F filings for Q2 2020.