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CVB Financial
CVBF

130 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $1.01B → $1.07B (+$53.3M)

2% more funds holding

Funds holding: 128 → 130 (+2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
44
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$10K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.5M
3
Norges Bank
Norges Bank
Norway
+$13.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.11M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.73M
2
ICOM
Investment Counselors of Maryland
Maryland
-$3.77M
3
BFC
Banc Funds Company
Illinois
-$2.3M
4
EIP
Epoch Investment Partners
New York
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Russell Frank Company
Washington
$7.43M +$1.4M +92,833 +24%
NFA
27
Nationwide Fund Advisors
Ohio
$6.87M +$52.7K +3,498 +0.8%
Ameriprise
28
Ameriprise
Minnesota
$6.5M +$254K +16,865 +4%
BIM
29
BlackRock Investment Management
Delaware
$6.09M +$217K +14,432 +4%
MCM
30
McKinley Capital Management
Alaska
$5.87M -$32.3K -2,147 -0.6%
PI
31
Putnam Investments
Massachusetts
$5.66M +$51.2K +3,400 +1%
CBB
32
Citizens Business Bank
California
$5.46M -$49.7K -3,300 -1%
SCCM
33
Schafer Cullen Capital Management
New York
$5.09M -$306K -20,322 -6%
Charles Schwab
34
Charles Schwab
California
$4.95M +$281K +18,673 +6%
Prudential Financial
35
Prudential Financial
New Jersey
$3.56M +$138K +9,166 +4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$3.42M +$75.3K +5,000 +2%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.31M +$251K +16,644 +9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$3.19M +$421K +27,957 +16%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.1M +$397K +26,400 +16%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$3.07M -$450K -29,900 -13%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.68M +$145K +9,655 +6%
Comerica Bank
42
Comerica Bank
Texas
$2.4M -$22.4K -1,487 -1%
TA
43
Teachers Advisors
New York
$2.38M +$183K +12,186 +9%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.19M +$196 +13 +0%
PPA
45
Parametric Portfolio Associates
Washington
$2.06M -$343K -22,763 -15%
SFM
46
Systematic Financial Management
New Jersey
$1.97M +$122K +8,075 +7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.96M +$4.52K +300 +0.2%
PP
48
PDT Partners
New York
$1.94M -$53.1K -3,529 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.76M +$60.2K +4,000 +4%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.72M +$256K +17,000 +19%
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CVBF Hedge Fund Activity: Q2 2014 in Review

130 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2014, worth a combined $1.07B — up 5.3% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 13 closed out — a net gain of 2 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $16.4M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.73M sold.

  • 130 institutional investors held CVB Financial (CVBF) as of Q2 2014, up from 128 in Q1 2014.
  • Funds reported $1.07B of CVB Financial stock for Q2 2014, up 5.3% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2014 and 13 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q2 2014 was Champlain Investment Partners, an estimated $16.4M added.
  • The largest CVB Financial seller in Q2 2014 was Allianz Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2014.