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CVB Financial

158 hedge funds and large institutions have $1.75B invested in CVB Financial in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

830% more call options, than puts

Call options by funds: $716K | Put options by funds: $77K

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 70.58%70.35% (-0.23%)

4% less capital invested

Capital invested by funds: $1.83B → $1.75B (-$78.6M)

3% less funds holding

Funds holding: 163158 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
46
Closed
17
Calls
$716K
Puts
$77K
Net Calls
+$639K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$7.3M
Morgan Stanley
27
Morgan Stanley
New York
$6.68M +$792K +33,659 +13%
WC
28
Walthausen & Co
New York
$6.47M -$260K -11,060 -4%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$6.16M +$49.8K +2,116 +0.8%
TCIM
30
TIAA CREF Investment Management
New York
$5.7M -$88.4K -3,761 -1%
CRC
31
Curi RMB Capital
Illinois
$5.62M -$181K -7,711 -3%
Legal & General Group
32
Legal & General Group
United Kingdom
$4.95M +$303K +12,866 +6%
PPA
33
Parametric Portfolio Associates
Washington
$4.73M +$140K +5,944 +3%
WCM
34
Wedge Capital Management
North Carolina
$4.5M -$365K -15,504 -7%
Bank of America
35
Bank of America
North Carolina
$4.46M -$895K -38,042 -16%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$4.44M
TA
37
Teachers Advisors
New York
$4.31M +$4.4K +187 +0.1%
RBA
38
Richard Bernstein Advisors
New York
$4.26M
Swiss National Bank
39
Swiss National Bank
Switzerland
$4.13M +$139K +5,900 +3%
Prudential Financial
40
Prudential Financial
New Jersey
$3.9M +$64.7K +2,753 +2%
ASRS
41
Arizona State Retirement System
Arizona
$3.66M -$247K -10,500 -6%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.57M -$130K -5,530 -3%
First Trust Advisors
43
First Trust Advisors
Illinois
$3.47M -$70.5K -2,999 -2%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.37M
Comerica Bank
45
Comerica Bank
Texas
$3.19M +$81.8K +3,479 +2%
Fisher Asset Management
46
Fisher Asset Management
Washington
$3.17M +$4.8K +204 +0.1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.13M +$24.3K +1,035 +0.8%
Canada Life
48
Canada Life
Manitoba, Canada
$3.11M +$64.6K +2,746 +2%
CCP
49
Clifford Capital Partners
Utah
$2.91M +$17.2K +731 +0.6%
SG Americas Securities
50
SG Americas Securities
New York
$2.72M +$133K +5,662 +5%

CVBF Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2018, worth a combined $1.75B — down 4.3% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CVBF and 14 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Eaton Vance Management, adding an estimated $5.04M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 158 institutional investors held CVB Financial (CVBF) as of Q1 2018, down from 163 in Q4 2017.
  • Funds reported $1.75B of CVB Financial stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 14 funds opened new CVB Financial positions in Q1 2018 and 17 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q1 2018 was Eaton Vance Management, an estimated $5.04M added.
  • The largest CVB Financial seller in Q1 2018 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.