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VLYPO

Valley National Bancorp 5.50% Series B Preferred Stock
VLYPO

2 hedge funds and large institutions have $2.12M invested in Valley National Bancorp 5.50% Series B Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% less ownership

Funds ownership: 2.7% → 2.06% (-0.64%)

21% less capital invested

Capital invested by funds: $2.69M → $2.12M (-$572K)

33% less funds holding

Funds holding: 3 → 2 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRC
Bell Rock Capital
Delaware
+$106K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRC
1
Bell Rock Capital
Delaware
$1.17M +$106K +4,150 +10%
OA
2
Oxbow Advisors
Texas
$942K – – –
AAM
3
Advisors Asset Management
Colorado
– -$740K -29,687 Closed

VLYPO Hedge Fund Activity: Q2 2019 in Review

2 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp 5.50% Series B Preferred Stock (VLYPO) for Q2 2019, worth a combined $2.12M — down 21% from $2.69M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of VLYPO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Bell Rock Capital, adding an estimated $106K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $740K sold.

  • 2 institutional investors held Valley National Bancorp 5.50% Series B Preferred Stock (VLYPO) as of Q2 2019, down from 3 in Q1 2019.
  • Funds reported $2.12M of Valley National Bancorp 5.50% Series B Preferred Stock stock for Q2 2019, down 21% quarter-over-quarter.
  • 0 funds opened new Valley National Bancorp 5.50% Series B Preferred Stock positions in Q2 2019 and 1 closed out, a net change of -1 holder.
  • The largest Valley National Bancorp 5.50% Series B Preferred Stock buyer in Q2 2019 was Bell Rock Capital, an estimated $106K added.
  • The largest Valley National Bancorp 5.50% Series B Preferred Stock seller in Q2 2019 was Advisors Asset Management, an estimated $740K sold.

Based on aggregated 13F filings for Q2 2019.