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CVB Financial
CVBF

126 hedge funds and large institutions have $1.09B invested in CVB Financial in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $318K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $852M → $1.09B (+$242M)

8% more funds holding

Funds holding: 117 → 126 (+9)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
37
Reduced
54
Closed
9
Calls
$318K
Puts
$43K
Net Calls
+$275K
Net Calls Change
-$760K

Top Buyers

Rank Fund Capital Flow
1
SAM
Silvercrest Asset Management
New York
+$20M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$12M
3
MCM
McKinley Capital Management
Alaska
+$5.61M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.91M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$14.2M
2
BFC
Banc Funds Company
Illinois
-$4.91M
3
RFC
Russell Frank Company
Washington
-$4.67M
4
PI
Putnam Investments
Massachusetts
-$2.82M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
51
Teachers Advisors
New York
$2.28M +$54.8K +3,600 +3%
PP
52
PDT Partners
New York
$2.07M -$169K -11,100 -8%
SFM
53
Systematic Financial Management
New Jersey
$2M +$1.78M +116,895 New
U
54
UBS
Switzerland
$1.98M -$207K -13,589 -10%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$1.68M – – –
TPSF
56
Texas Permanent School Fund
Texas
$1.68M -$6.13K -403 -0.4%
State of Tennessee, Department of Treasury
57
State of Tennessee, Department of Treasury
Tennessee
$1.66M +$57.8K +3,800 +4%
Swiss National Bank
58
Swiss National Bank
Switzerland
$1.42M – – –
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$1.29M – – –
ASRS
60
Arizona State Retirement System
Arizona
$1.27M -$138K -9,100 -11%
AIG
61
American International Group
New York
$1.19M +$6.42K +422 +0.6%
Citigroup
62
Citigroup
New York
$1.04M +$419K +27,561 +82%
BA
63
BlackRock Advisors
Delaware
$1M +$59.6K +3,920 +7%
Morgan Stanley
64
Morgan Stanley
New York
$922K -$128K -8,406 -13%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$912K – – –
Barclays
66
Barclays
United Kingdom
$905K -$541K -35,561 -40%
Deutsche Bank
67
Deutsche Bank
Germany
$888K -$1.47M -96,283 -65%
NPC
68
National Planning Corporation
California
$870K -$13.2K -866 -2%
GJIC
69
Gamble Jones Investment Counsel
California
$835K +$5.25K +345 +0.7%
Bank of America
70
Bank of America
North Carolina
$825K +$357K +23,436 +94%
AQR Capital Management
71
AQR Capital Management
Connecticut
$783K – – –
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$755K -$33.5K -2,200 -5%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$740K +$661K +43,468 New
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$739K +$659K +43,300 New
PA
75
Profund Advisors
Maryland
$735K -$52.2K -3,432 -7%
1 2
3
4 5

CVBF Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2013, worth a combined $1.09B — up 28% from $852M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVBF positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.2M.

  • 126 institutional investors held CVB Financial (CVBF) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $1.09B of CVB Financial stock for Q4 2013, up 28% quarter-over-quarter.
  • 18 funds opened new CVB Financial positions in Q4 2013 and 9 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20M added.
  • The largest CVB Financial seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2013.