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CVB Financial

163 hedge funds and large institutions have $1.83B invested in CVB Financial in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

34% more call options, than puts

Call options by funds: $443K | Put options by funds: $330K

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

4% more funds holding

Funds holding: 156163 (+7)

0.32% more ownership

Funds ownership: 70.25%70.58% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.87B → $1.83B (-$38.5M)

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
56
Reduced
49
Closed
19
Calls
$443K
Puts
$330K
Net Calls
+$113K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$6.36M +$775K +32,622 +14%
Morgan Stanley
27
Morgan Stanley
New York
$6.16M +$1.9M +79,850 +44%
Deutsche Bank
28
Deutsche Bank
Germany
$6.07M +$3M +126,257 +96%
CRC
29
Curi RMB Capital
Illinois
$6.03M -$50.2K -2,112 -0.8%
TCIM
30
TIAA CREF Investment Management
New York
$6.02M -$455K -19,168 -7%
Bank of America
31
Bank of America
North Carolina
$5.53M -$1.66M -69,950 -23%
WCM
32
Wedge Capital Management
North Carolina
$5.05M +$328K +13,815 +7%
EVM
33
Eaton Vance Management
Massachusetts
$5.05M +$926 +39 +0%
Legal & General Group
34
Legal & General Group
United Kingdom
$4.84M +$16.6K +697 +0.3%
PPA
35
Parametric Portfolio Associates
Washington
$4.78M +$109K +4,584 +2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$4.62M +$30.9K +1,300 +0.7%
TA
37
Teachers Advisors
New York
$4.48M +$127K +5,354 +3%
RBA
38
Richard Bernstein Advisors
New York
$4.44M
Swiss National Bank
39
Swiss National Bank
Switzerland
$4.16M +$90.2K +3,800 +2%
ASRS
40
Arizona State Retirement System
Arizona
$4.06M +$2.83M +119,039 +224%
Prudential Financial
41
Prudential Financial
New Jersey
$3.99M -$54.6K -2,300 -1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.85M -$59.9K -2,521 -2%
First Trust Advisors
43
First Trust Advisors
Illinois
$3.69M -$358K -15,078 -9%
TAM
44
Tiverton Asset Management
Delaware
$3.53M -$2.15M -90,701 -38%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.51M
Comerica Bank
46
Comerica Bank
Texas
$3.39M +$272K +11,449 +9%
Fisher Asset Management
47
Fisher Asset Management
Washington
$3.29M -$624K -26,280 -16%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.23M +$142K +5,984 +5%
Canada Life
49
Canada Life
Manitoba, Canada
$3.17M -$73K -3,072 -2%
CCP
50
Clifford Capital Partners
Utah
$3.01M +$3.03M +127,780 New

CVBF Hedge Fund Activity: Q4 2017 in Review

163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2017, worth a combined $1.83B — down 2.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CVBF positions and 19 closed out — a net gain of 7 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $10.4M.

  • 163 institutional investors held CVB Financial (CVBF) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.83B of CVB Financial stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 26 funds opened new CVB Financial positions in Q4 2017 and 19 closed out, a net change of +7 holders.
  • The largest CVB Financial buyer in Q4 2017 was State Street, an estimated $16.6M added.
  • The largest CVB Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.