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CVB Financial

145 hedge funds and large institutions have $1.19B invested in CVB Financial in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

4% more funds holding

Funds holding: 139145 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$79M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
54
Reduced
46
Closed
8
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$8.97M -$8.53M -503,557 -48%
Ameriprise
27
Ameriprise
Minnesota
$8.07M +$400K +23,600 +5%
JP Morgan Chase
28
JP Morgan Chase
New York
$8.07M +$244K +14,373 +3%
PAM
29
Panagora Asset Management
Massachusetts
$7.71M +$384K +22,656 +5%
BIM
30
BlackRock Investment Management
Delaware
$7.6M +$349K +20,620 +5%
Deutsche Bank
31
Deutsche Bank
Germany
$7.01M +$4.47M +263,945 +161%
Charles Schwab
32
Charles Schwab
California
$6.93M +$127K +7,522 +2%
TCIM
33
TIAA CREF Investment Management
New York
$5.2M -$701K -41,377 -12%
American Century Companies
34
American Century Companies
Missouri
$5.05M -$5.03M -296,665 -49%
Prudential Financial
35
Prudential Financial
New Jersey
$4M +$103K +6,100 +3%
NFA
36
Nationwide Fund Advisors
Ohio
$3.98M -$75.9K -4,477 -2%
Fisher Asset Management
37
Fisher Asset Management
Washington
$3.6M -$390K -22,998 -10%
SAMC
38
Shinko Asset Management Company
Japan
$3.55M -$390K -22,998 -10%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$3.48M -$231K -13,614 -6%
RBA
40
Richard Bernstein Advisors
New York
$3.09M
AllianceBernstein
41
AllianceBernstein
Tennessee
$3M
TA
42
Teachers Advisors
New York
$2.94M -$87.4K -5,157 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.77M -$563K -33,205 -16%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.77M
Bank of America
45
Bank of America
North Carolina
$2.67M +$521K +30,759 +23%
BG
46
BlackRock Group
United Kingdom
$2.53M +$195K +11,517 +8%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.43M +$783K +46,211 +45%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$2.34M +$132K +7,800 +6%
CC
49
Cipher Capital
New York
$2.25M +$1.6M +94,459 +219%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.16M +$8.71K +514 +0.4%

CVBF Hedge Fund Activity: Q2 2016 in Review

145 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2016, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.88M. The largest seller was Fidelity Investments, cutting an estimated $25.4M.

  • 145 institutional investors held CVB Financial (CVBF) as of Q2 2016, up from 139 in Q1 2016.
  • Funds reported $1.19B of CVB Financial stock for Q2 2016, down 6.2% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2016 and 8 closed out, a net change of +7 holders.
  • The largest CVB Financial buyer in Q2 2016 was Vanguard Group, an estimated $8.88M added.
  • The largest CVB Financial seller in Q2 2016 was Fidelity Investments, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2016.