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CVB Financial

184 hedge funds and large institutions have $1.83B invested in CVB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $405K | Put options by funds: $187K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

8% more funds holding

Funds holding: 170184 (+14)

0.92% more ownership

Funds ownership: 71.3%72.22% (+0.92%)

8% less capital invested

Capital invested by funds: $2B → $1.83B (-$169M)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
31
Increased
56
Reduced
69
Closed
16
Calls
$405K
Puts
$187K
Net Calls
+$218K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$11.4M +$4.97M +260,498 +75%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$10.1M -$475K -24,879 -4%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$9.77M -$724K -37,935 -7%
CIP
29
Chartwell Investment Partners
Pennsylvania
$8.74M +$385K +20,187 +5%
DRZID
30
DePrince Race & Zollo Inc (DRZ)
Florida
$8.54M -$5.17M -271,070 -37%
Morgan Stanley
31
Morgan Stanley
New York
$8.39M +$828K +43,381 +11%
Legal & General Group
32
Legal & General Group
United Kingdom
$7.62M +$314K +16,454 +4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$7.05M +$72.2K +3,783 +1%
JP Morgan Chase
34
JP Morgan Chase
New York
$7.04M -$3.64M -190,929 -34%
Bank of America
35
Bank of America
North Carolina
$6.95M +$603K +31,609 +9%
CCP
36
Clifford Capital Partners
Utah
$6.62M +$16.1K +841 +0.2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$5.57M +$1.52M +79,700 +37%
Man Group
38
Man Group
United Kingdom
$5.51M +$3.5M +183,428 +166%
C
39
Cliffwater
California
$5.46M -$246K -12,876 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$5.4M -$247K -12,953 -4%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.39M -$197K -10,300 -3%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$5.19M -$2.03M -106,412 -28%
CRC
43
Curi RMB Capital
Illinois
$4.72M -$268K -14,019 -5%
WC
44
Walthausen & Co
New York
$4.59M -$766K -40,140 -14%
First Trust Advisors
45
First Trust Advisors
Illinois
$4.54M -$1.66M -86,870 -26%
PPA
46
Parametric Portfolio Associates
Washington
$4.37M -$481K -25,224 -10%
AllianceBernstein
47
AllianceBernstein
Tennessee
$4.06M +$45.5K +2,384 +1%
CS
48
Credit Suisse
Switzerland
$3.69M +$2.14M +112,286 +132%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.65M -$154K -8,074 -4%
Canada Life
50
Canada Life
Manitoba, Canada
$3.01M -$302K -15,815 -9%

CVBF Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2020, worth a combined $1.83B — down 8.4% from $2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 16 closed out — a net gain of 15 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Charles Schwab, adding an estimated $17.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.1M.

  • 184 institutional investors held CVB Financial (CVBF) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.83B of CVB Financial stock for Q2 2020, down 8.4% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q2 2020 and 16 closed out, a net change of +15 holders.
  • The largest CVB Financial buyer in Q2 2020 was Charles Schwab, an estimated $17.6M added.
  • The largest CVB Financial seller in Q2 2020 was Schroder Investment Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2020.