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CVB Financial

126 hedge funds and large institutions have $1.09B invested in CVB Financial in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $318K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $852M → $1.09B (+$242M)

8% more funds holding

Funds holding: 117126 (+9)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
37
Reduced
54
Closed
9
Calls
$318K
Puts
$43K
Net Calls
+$275K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.78M +$597K +39,215 +7%
Ameriprise
27
Ameriprise
Minnesota
$8.87M +$2.33M +152,910 +42%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$7.71M +$605K +39,784 +10%
NFA
29
Nationwide Fund Advisors
Ohio
$7.47M -$765K -50,252 -10%
TCIM
30
TIAA CREF Investment Management
New York
$7.35M -$113K -7,435 -2%
MCM
31
McKinley Capital Management
Alaska
$6.29M +$5.61M +368,639 New
BIM
32
BlackRock Investment Management
Delaware
$6.17M -$122K -8,036 -2%
PI
33
Putnam Investments
Massachusetts
$6.06M -$2.82M -185,400 -34%
RFC
34
Russell Frank Company
Washington
$6.02M -$4.67M -307,064 -43%
SCCM
35
Schafer Cullen Capital Management
New York
$5.98M -$86K -5,650 -2%
CBB
36
Citizens Business Bank
California
$5.91M +$52.3K +3,438 +1%
BFC
37
Banc Funds Company
Illinois
$5.7M -$4.91M -322,700 -49%
Charles Schwab
38
Charles Schwab
California
$5.61M -$943K -61,990 -16%
Allianz Asset Management
39
Allianz Asset Management
Germany
$5.08M +$4.53M +297,390 New
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.89M +$50.2K +3,300 +1%
Prudential Financial
41
Prudential Financial
New Jersey
$3.6M -$48.7K -3,200 -1%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$3.49M
AllianceBernstein
43
AllianceBernstein
Tennessee
$2.92M +$90.2K +5,927 +4%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.84M +$16.7K +1,100 +0.7%
Comerica Bank
45
Comerica Bank
Texas
$2.77M +$900K +59,140 +58%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.76M -$137K -9,020 -5%
PPA
47
Parametric Portfolio Associates
Washington
$2.74M -$449K -29,515 -16%
BG
48
BlackRock Group
United Kingdom
$2.45M +$179K +11,786 +9%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.44M -$24.7K -1,625 -1%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.33M -$106K -6,986 -5%

CVBF Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2013, worth a combined $1.09B — up 28% from $852M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVBF positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.2M.

  • 126 institutional investors held CVB Financial (CVBF) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $1.09B of CVB Financial stock for Q4 2013, up 28% quarter-over-quarter.
  • 18 funds opened new CVB Financial positions in Q4 2013 and 9 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20M added.
  • The largest CVB Financial seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2013.