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CVB Financial
CVBF

117 hedge funds and large institutions have $852M invested in CVB Financial in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $675M → $852M (+$176M)

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

7% less funds holding

Funds holding: 126 → 117 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
39
Closed
15
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
+$1.13M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$24.9M
4
CIP
Champlain Investment Partners
Vermont
+$20.3M
5
State Street
State Street
Massachusetts
+$8.46M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.93M
4
TA
Teachers Advisors
New York
-$4.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$1.75M -$4.25M -324,284 -71%
U
52
UBS
Switzerland
$1.75M -$38K -2,897 -2%
Comerica Bank
53
Comerica Bank
Texas
$1.39M +$108K +8,246 +9%
TPSF
54
Texas Permanent School Fund
Texas
$1.34M +$1.25K +95 +0.1%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$1.33M -$81K -6,185 -6%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$1.26M +$1.23M +93,600 New
GH
57
GAM Holding
Switzerland
$1.23M +$1.2M +91,200 New
Barclays
58
Barclays
United Kingdom
$1.15M -$20.5K -1,562 -2%
ASRS
59
Arizona State Retirement System
Arizona
$1.13M +$68.1K +5,200 +7%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.12M -$55K -4,200 -5%
ProShare Advisors
61
ProShare Advisors
Maryland
$1.07M +$205K +15,612 +25%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M – – –
AIG
63
American International Group
New York
$940K +$16.8K +1,279 +2%
Morgan Stanley
64
Morgan Stanley
New York
$844K +$209K +15,973 +34%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$767K -$271K -20,716 -27%
First Trust Advisors
66
First Trust Advisors
Illinois
$748K +$242K +18,500 +50%
BA
67
BlackRock Advisors
Delaware
$742K +$13.6K +1,037 +2%
CS
68
Credit Suisse
Switzerland
$735K +$69.1K +5,275 +11%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$722K – – –
UBS AM
70
UBS AM
Illinois
$721K – – –
NPC
71
National Planning Corporation
California
$715K – – –
GJIC
72
Gamble Jones Investment Counsel
California
$657K +$4.74K +362 +0.8%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$628K -$51.1K -3,900 -8%
PA
74
Profund Advisors
Maryland
$628K +$342K +26,107 +128%
AQR Capital Management
75
AQR Capital Management
Connecticut
$620K -$134K -10,200 -18%
1 2
3
4 5

CVBF Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2013, worth a combined $852M — up 26% from $675M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CVBF and 7 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Bank of New York Mellon, adding an estimated $30.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $25.6M.

  • 117 institutional investors held CVB Financial (CVBF) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $852M of CVB Financial stock for Q3 2013, up 26% quarter-over-quarter.
  • 7 funds opened new CVB Financial positions in Q3 2013 and 15 closed out, a net change of -8 holders.
  • The largest CVB Financial buyer in Q3 2013 was Bank of New York Mellon, an estimated $30.7M added.
  • The largest CVB Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2013.