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CVB Financial

162 hedge funds and large institutions have $1.76B invested in CVB Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 158162 (+4)

0.9% more ownership

Funds ownership: 70.35%71.25% (+0.9%)

0% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$8.04M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
61
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.04M +$444K +19,291 +7%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$6.19M +$91.4K +3,976 +1%
TCIM
28
TIAA CREF Investment Management
New York
$5.24M -$420K -18,274 -7%
Legal & General Group
29
Legal & General Group
United Kingdom
$5M +$97.3K +4,231 +2%
EVM
30
Eaton Vance Management
Massachusetts
$4.8M -$4.92M -214,169 -50%
PPA
31
Parametric Portfolio Associates
Washington
$4.71M +$27.9K +1,215 +0.6%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$4.5M +$108K +4,700 +2%
TA
33
Teachers Advisors
New York
$4.47M +$204K +8,873 +5%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$4.39M +$4.5M +195,700 New
WCM
35
Wedge Capital Management
North Carolina
$4.17M -$288K -12,537 -6%
Swiss National Bank
36
Swiss National Bank
Switzerland
$4.09M
Bank of America
37
Bank of America
North Carolina
$4.04M -$379K -16,466 -8%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.91M +$4.01M +174,350 New
Prudential Financial
39
Prudential Financial
New Jersey
$3.88M +$19.5K +850 +0.5%
SG Americas Securities
40
SG Americas Securities
New York
$3.79M +$1.12M +48,847 +41%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.56M +$23K +1,000 +0.6%
First Trust Advisors
42
First Trust Advisors
Illinois
$3.5M +$64K +2,782 +2%
ASRS
43
Arizona State Retirement System
Arizona
$3.35M -$286K -12,442 -8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.34M
Comerica Bank
45
Comerica Bank
Texas
$3.22M +$14.8K +643 +0.4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.16M +$67K +2,915 +2%
Rafferty Asset Management
47
Rafferty Asset Management
New York
$3.08M +$3.16M +137,485 New
CRC
48
Curi RMB Capital
Illinois
$3.03M -$2.6M -113,055 -46%
Canada Life
49
Canada Life
Manitoba, Canada
$2.98M -$100K -4,348 -3%
Man Group
50
Man Group
United Kingdom
$2.96M +$476K +20,687 +19%

CVBF Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2018, worth a combined $1.76B — up 0.46% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVBF positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 162 institutional investors held CVB Financial (CVBF) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.76B of CVB Financial stock for Q2 2018, up 0.46% quarter-over-quarter.
  • 19 funds opened new CVB Financial positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest CVB Financial buyer in Q2 2018 was BlackRock, an estimated $26.2M added.
  • The largest CVB Financial seller in Q2 2018 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2018.