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Valley National Bancorp

290 hedge funds and large institutions have $1.64B invested in Valley National Bancorp in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $1.33M

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 285290 (+5)

1% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 89

1.51% less ownership

Funds ownership: 60.81%59.29% (-1.5%)

15% less capital invested

Capital invested by funds: $1.92B → $1.64B (-$280M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
5.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
88
Reduced
89
Closed
30
Calls
$1.84M
Puts
$1.33M
Net Calls
+$507K
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$347M -$11.8M -1,587,890 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M -$14.3M -1,930,458 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$158M +$1.48M +199,634 +0.9%
Macquarie Group
4
Macquarie Group
Australia
$102M +$5.77M +776,275 +5%
State Street
5
State Street
Massachusetts
$102M -$6.35M -855,178 -6%
Northern Trust
6
Northern Trust
Illinois
$54.2M -$4.43M -596,611 -7%
NI
7
Nuance Investments
Missouri
$46.7M +$8.33M +1,122,095 +20%
American Century Companies
8
American Century Companies
Missouri
$43.7M -$280K -37,691 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$42M +$345K +46,492 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$35.8M -$1.32M -177,667 -3%
Norges Bank
11
Norges Bank
Norway
$23.2M -$10.2M -1,367,200 -29%
Charles Schwab
12
Charles Schwab
California
$22.8M +$174K +23,401 +0.7%
Goldman Sachs
13
Goldman Sachs
New York
$18.9M -$3.37M -453,179 -14%
CIC
14
Crawford Investment Counsel
Georgia
$14M +$752K +101,286 +5%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.9M -$444K -59,840 -3%
Prudential Financial
16
Prudential Financial
New Jersey
$13.7M +$4.84M +651,401 +49%
Holocene Advisors
17
Holocene Advisors
New York
$13.3M +$13.2M +1,779,214 +1,074%
TYCC
18
Texas Yale Capital Corp
Florida
$12.4M
N
19
Nuveen
North Carolina
$12.4M +$217K +29,280 +2%
Allianz Asset Management
20
Allianz Asset Management
Germany
$12M +$1.18M +158,239 +10%
Morgan Stanley
21
Morgan Stanley
New York
$10.9M +$3.02M +406,401 +34%
RA
22
Royce & Associates
New York
$10.8M +$2.38M +320,803 +26%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$9.92M -$6.21M -835,504 -37%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$8.8M -$746K -100,496 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.22M -$134K -18,039 -1%

VLY Hedge Fund Activity: Q3 2020 in Review

290 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2020, worth a combined $1.64B — down 15% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new VLY positions and 30 closed out — a net gain of 7 holders — while 88 added to existing stakes and 89 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $13.2M. The largest seller was Fidelity Investments, exiting entirely with an estimated $14.7M sold.

  • 290 institutional investors held Valley National Bancorp (VLY) as of Q3 2020, up from 285 in Q2 2020.
  • Funds reported $1.64B of Valley National Bancorp stock for Q3 2020, down 15% quarter-over-quarter.
  • 37 funds opened new Valley National Bancorp positions in Q3 2020 and 30 closed out, a net change of +7 holders.
  • The largest Valley National Bancorp buyer in Q3 2020 was Holocene Advisors, an estimated $13.2M added.
  • The largest Valley National Bancorp seller in Q3 2020 was Fidelity Investments, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.