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CVB Financial
CVBF

122 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $934M → $1.07B (+$138M)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 130 → 122 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
43
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.53M
3
BFA
BlackRock Fund Advisors
California
+$8.64M
4
EIP
Epoch Investment Partners
New York
+$5.67M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.1M
2
MCM
McKinley Capital Management
Alaska
-$5.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.61M
5
SCCM
Schafer Cullen Capital Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$7.17M -$355K -23,320 -5%
Goldman Sachs
27
Goldman Sachs
New York
$7.11M -$1.61M -105,584 -19%
Ameriprise
28
Ameriprise
Minnesota
$7.03M +$106K +6,954 +2%
NFA
29
Nationwide Fund Advisors
Ohio
$6.95M +$152K +10,003 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$6.74M +$4.09M +268,724 +177%
BIM
31
BlackRock Investment Management
Delaware
$6.13M -$55.2K -3,627 -0.9%
Charles Schwab
32
Charles Schwab
California
$5.33M +$163K +10,676 +3%
Comerica Bank
33
Comerica Bank
Texas
$4.98M +$2.42M +159,071 +105%
PI
34
Putnam Investments
Massachusetts
$4.88M -$699K -45,900 -13%
EPCA
35
Elizabeth Park Capital Advisors
Ohio
$4.61M +$4.38M +287,850 New
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$3.61M +$514K +33,785 +18%
Prudential Financial
37
Prudential Financial
New Jersey
$3.43M +$60.9K +4,000 +2%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$3.16M +$27.9K +1,836 +0.9%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$2.93M – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$2.92M -$145K -9,500 -5%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.89M – – –
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.75M +$56.7K +3,726 +2%
TA
43
Teachers Advisors
New York
$2.38M – – –
AC
44
Alpenglow Capital
California
$2.2M +$2.09M +137,297 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.19M -$700 -46 -0%
PPA
46
Parametric Portfolio Associates
Washington
$2.14M +$9.79K +643 +0.5%
SCCM
47
Schafer Cullen Capital Management
New York
$2.04M -$1.38M -90,873 -42%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.89M +$447K +29,393 +33%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.87M – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.77M +$36.5K +2,400 +2%
1
2
3 4 5

CVBF Hedge Fund Activity: Q4 2014 in Review

122 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2014, worth a combined $1.07B — up 15% from $934M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CVBF and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 43 added.

The largest buyer was Neuberger Berman Group, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $15.1M.

  • 122 institutional investors held CVB Financial (CVBF) as of Q4 2014, down from 130 in Q3 2014.
  • Funds reported $1.07B of CVB Financial stock for Q4 2014, up 15% quarter-over-quarter.
  • 11 funds opened new CVB Financial positions in Q4 2014 and 18 closed out, a net change of -7 holders.
  • The largest CVB Financial buyer in Q4 2014 was Neuberger Berman Group, an estimated $16.7M added.
  • The largest CVB Financial seller in Q4 2014 was Bank of New York Mellon, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2014.