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CVB Financial
CVBF

130 hedge funds and large institutions have $934M invested in CVB Financial in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130 → 130 (0)

12% less capital invested

Capital invested by funds: $1.07B → $934M (-$132M)

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$5.4M
2
CIP
Champlain Investment Partners
Vermont
+$4.05M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.8M
4
CBB
Citizens Business Bank
California
+$2.08M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$14.8M
2
State Street
State Street
Massachusetts
-$8.83M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.54M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.78M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.76M -$145K -9,414 -2%
RFC
27
Russell Frank Company
Washington
$6.49M -$449K -29,160 -6%
Ameriprise
28
Ameriprise
Minnesota
$6.19M +$396K +25,748 +6%
NFA
29
Nationwide Fund Advisors
Ohio
$6.08M -$75.3K -4,889 -1%
BIM
30
BlackRock Investment Management
Delaware
$5.54M +$102K +6,624 +2%
MCM
31
McKinley Capital Management
Alaska
$5.25M -$878 -57 -0%
PI
32
Putnam Investments
Massachusetts
$5.03M -$40K -2,600 -0.7%
Charles Schwab
33
Charles Schwab
California
$4.62M +$202K +13,127 +4%
SCCM
34
Schafer Cullen Capital Management
New York
$3.13M -$1.52M -98,915 -31%
Prudential Financial
35
Prudential Financial
New Jersey
$3.01M -$183K -11,866 -5%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$2.81M +$34K +2,210 +1%
AllianceBernstein
37
AllianceBernstein
Tennessee
$2.75M -$109K -7,100 -4%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$2.75M – – –
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.62M -$474K -30,800 -14%
Citadel Advisors
40
Citadel Advisors
Florida
$2.61M +$2.8M +181,769 New
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.59M -$399K -25,900 -13%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.41M +$10K +650 +0.4%
Comerica Bank
43
Comerica Bank
Texas
$2.18M +$35K +2,274 +2%
Deutsche Bank
44
Deutsche Bank
Germany
$2.18M +$950K +61,721 +69%
TA
45
Teachers Advisors
New York
$2.13M – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.96M +$185 +12 +0%
PPA
47
Parametric Portfolio Associates
Washington
$1.91M +$64K +4,156 +3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.77M +$18.5K +1,200 +1%
CCMG
49
Clark Capital Management Group
Pennsylvania
$1.67M +$1.59M +103,412 +784%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.56M -$23.1K -1,500 -1%
1
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3 4 5

CVBF Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2014, worth a combined $934M — down 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CVBF positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 41 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $5.4M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 130 institutional investors held CVB Financial (CVBF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $934M of CVB Financial stock for Q3 2014, down 12% quarter-over-quarter.
  • 12 funds opened new CVB Financial positions in Q3 2014 and 11 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q3 2014 was WCM Investment Management, an estimated $5.4M added.
  • The largest CVB Financial seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.