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Valley National Bancorp

288 hedge funds and large institutions have $3.57B invested in Valley National Bancorp in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 76 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $1.83M

49% more capital invested

Capital invested by funds: $2.4B → $3.57B (+$1.17B)

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

3.18% more ownership

Funds ownership: 61.05%64.23% (+3.2%)

1% more funds holding

Funds holding: 285288 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

34% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 116

Holders
288
Holders Change
+3
Holders Change %
+1.05%
% of All Funds
5.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
76
Reduced
116
Closed
32
Calls
$11.5M
Puts
$1.83M
Net Calls
+$9.66M
Net Calls Change
+$6.86M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$777M +$53.2M +4,412,338 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$529M +$18M +1,493,556 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$316M -$1.04M -86,668 -0.4%
State Street
4
State Street
Massachusetts
$254M +$38.4M +3,190,537 +21%
Macquarie Group
5
Macquarie Group
Australia
$202M -$2.76M -229,322 -2%
American Century Companies
6
American Century Companies
Missouri
$138M +$26.4M +2,189,712 +28%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$100M +$8.51M +706,684 +11%
Northern Trust
8
Northern Trust
Illinois
$91.4M -$13.5M -1,124,617 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$75.1M -$953K -79,101 -1%
NI
10
Nuance Investments
Missouri
$73.6M -$15.6M -1,293,438 -19%
Capital World Investors
11
Capital World Investors
California
$62.8M +$55M +4,567,000 New
Charles Schwab
12
Charles Schwab
California
$46.2M -$499K -41,431 -1%
Norges Bank
13
Norges Bank
Norway
$43.5M -$7.9M -655,662 -17%
Boston Partners
14
Boston Partners
Massachusetts
$41.4M +$36.2M +3,004,812 New
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$29.3M +$5.34M +442,899 +26%
CIC
16
Crawford Investment Counsel
Georgia
$28.1M -$370K -30,699 -1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$27.8M +$24.4M +2,021,515 New
N
18
Nuveen
North Carolina
$26.8M +$206K +17,082 +0.9%
Prudential Financial
19
Prudential Financial
New Jersey
$24.1M -$3.96M -328,381 -16%
JP Morgan Chase
20
JP Morgan Chase
New York
$24M +$7.72M +641,114 +58%
RA
21
Royce & Associates
New York
$22.4M +$80.1K +6,645 +0.4%
PCM
22
Peregrine Capital Management
Minnesota
$22.4M +$2.84M +235,792 +17%
TYCC
23
Texas Yale Capital Corp
Florida
$21.7M -$2.77M -230,000 -13%
Bank of America
24
Bank of America
North Carolina
$20.1M +$5.35M +444,279 +44%
Principal Financial Group
25
Principal Financial Group
Iowa
$19.3M +$2.53M +209,697 +18%

VLY Hedge Fund Activity: Q1 2021 in Review

288 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2021, worth a combined $3.57B — up 49% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VLY positions and 32 closed out — a net gain of 6 holders — while 76 added to existing stakes and 116 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $55M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $17M.

  • 288 institutional investors held Valley National Bancorp (VLY) as of Q1 2021, up from 285 in Q4 2020.
  • Funds reported $3.57B of Valley National Bancorp stock for Q1 2021, up 49% quarter-over-quarter.
  • 38 funds opened new Valley National Bancorp positions in Q1 2021 and 32 closed out, a net change of +6 holders.
  • The largest Valley National Bancorp buyer in Q1 2021 was Capital World Investors, an estimated $55M added.
  • The largest Valley National Bancorp seller in Q1 2021 was Barrow, Hanley, Mewhinney & Strauss, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2021.