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CVB Financial
CVBF

156 hedge funds and large institutions have $1.87B invested in CVB Financial in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.69B → $1.87B (+$185M)

3% more funds holding

Funds holding: 151 → 156 (+5)

2% more ownership

Funds ownership: 68.25% → 70.25% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
14
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$79K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.9M
2
SAM
Silvercrest Asset Management
New York
+$16.8M
3
BlackRock
BlackRock
New York
+$8.3M
4
WC
Walthausen & Co
New York
+$6.33M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.28M

Top Sellers

1
State Street
State Street
Massachusetts
-$7.85M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.92M
3
Bank of America
Bank of America
North Carolina
-$2.18M
4
CEP
Chicago Equity Partners
Illinois
-$2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$7.37M -$2.18M -101,118 -25%
WC
27
Walthausen & Co
New York
$7.1M +$6.33M +293,730 New
TCIM
28
TIAA CREF Investment Management
New York
$6.64M -$130K -6,038 -2%
CRC
29
Curi RMB Capital
Illinois
$6.24M +$375K +17,380 +7%
TAM
30
Tiverton Asset Management
Delaware
$5.81M -$648K -30,051 -11%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$5.74M +$134K +6,235 +3%
EVM
32
Eaton Vance Management
Massachusetts
$5.18M +$560 +26 +0%
Legal & General Group
33
Legal & General Group
United Kingdom
$4.95M +$188K +8,734 +4%
WCM
34
Wedge Capital Management
North Carolina
$4.84M -$241K -11,200 -5%
PPA
35
Parametric Portfolio Associates
Washington
$4.79M +$1.29M +59,793 +43%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$4.71M +$1.84M +85,300 +78%
RBA
37
Richard Bernstein Advisors
New York
$4.55M – – –
TA
38
Teachers Advisors
New York
$4.47M -$45.1K -2,091 -1%
Morgan Stanley
39
Morgan Stanley
New York
$4.38M +$1.13M +52,648 +41%
Swiss National Bank
40
Swiss National Bank
Switzerland
$4.17M – – –
Prudential Financial
41
Prudential Financial
New Jersey
$4.15M -$28K -1,300 -0.8%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.14M -$692K -32,095 -16%
Fisher Asset Management
43
Fisher Asset Management
Washington
$4.01M -$68.5K -3,180 -2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$4.01M -$381K -17,689 -10%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.6M -$189K -8,780 -6%
SG Americas Securities
46
SG Americas Securities
New York
$3.54M +$309K +14,326 +11%
Canada Life
47
Canada Life
Manitoba, Canada
$3.28M -$224K -10,396 -7%
Wells Fargo
48
Wells Fargo
California
$3.19M +$17.8K +826 +0.6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.17M +$297K +13,772 +12%
Deutsche Bank
50
Deutsche Bank
Germany
$3.17M -$1.38M -64,231 -33%
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CVBF Hedge Fund Activity: Q3 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2017, worth a combined $1.87B — up 11% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CVBF positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.9M. The largest seller was State Street, cutting an estimated $7.85M.

  • 156 institutional investors held CVB Financial (CVBF) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $1.87B of CVB Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 20 funds opened new CVB Financial positions in Q3 2017 and 14 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q3 2017 was Fidelity Investments, an estimated $27.9M added.
  • The largest CVB Financial seller in Q3 2017 was State Street, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2017.