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VLYPO

Valley National Bancorp 5.50% Series B Preferred Stock

2 hedge funds and large institutions have $578K invested in Valley National Bancorp 5.50% Series B Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.32% less ownership

Funds ownership: 1.99%0.67% (-1.3%)

73% less capital invested

Capital invested by funds: $2.13M → $578K (-$1.55M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
+$724

Top Sellers

Rank Fund Capital Flow
1
BRC
Bell Rock Capital
Delaware
-$1.41M
2
OA
Oxbow Advisors
Texas
-$7.49K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1
Oxbow Advisors
Texas
$577K -$7.49K -300 -1%
SIM
2
Sonora Investment Management
Arizona
$1K +$724 +29 New
BRC
3
Bell Rock Capital
Delaware
-$1.41M -52,669 Closed

VLYPO Hedge Fund Activity: Q1 2020 in Review

2 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp 5.50% Series B Preferred Stock (VLYPO) for Q1 2020, worth a combined $578K — down 73% from $2.13M a quarter earlier.

Fund positioning in VLYPO was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.

The largest buyer was Sonora Investment Management, opening a new position worth an estimated $724. The largest seller was Bell Rock Capital, exiting entirely with an estimated $1.41M sold.

  • 2 institutional investors held Valley National Bancorp 5.50% Series B Preferred Stock (VLYPO) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $578K of Valley National Bancorp 5.50% Series B Preferred Stock stock for Q1 2020, down 73% quarter-over-quarter.
  • 1 fund opened new Valley National Bancorp 5.50% Series B Preferred Stock positions in Q1 2020 and 1 closed out, a net change of 0 holders.
  • The largest Valley National Bancorp 5.50% Series B Preferred Stock buyer in Q1 2020 was Sonora Investment Management, an estimated $724 added.
  • The largest Valley National Bancorp 5.50% Series B Preferred Stock seller in Q1 2020 was Bell Rock Capital, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2020.