We are live on ! Find out more
CVBF icon

CVB Financial
CVBF

130 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $1.01B → $1.07B (+$53.3M)

2% more funds holding

Funds holding: 128 → 130 (+2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
44
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$10K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.5M
3
Norges Bank
Norges Bank
Norway
+$13.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.11M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.73M
2
ICOM
Investment Counselors of Maryland
Maryland
-$3.77M
3
BFC
Banc Funds Company
Illinois
-$2.3M
4
EIP
Epoch Investment Partners
New York
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
U
51
UBS
Switzerland
$1.6M -$170K -11,282 -10%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$1.58M – – –
BG
53
BlackRock Group
United Kingdom
$1.57M -$770K -51,125 -34%
TPSF
54
Texas Permanent School Fund
Texas
$1.53M +$4.7K +312 +0.3%
GH
55
GAM Holding
Switzerland
$1.46M – – –
Deutsche Bank
56
Deutsche Bank
Germany
$1.44M +$323K +21,479 +31%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M +$96.3K +6,397 +8%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$1.3M -$51.2K -3,400 -4%
AIG
59
American International Group
New York
$1.28M +$115K +7,628 +11%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$1.19M -$301 -20 -0%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$46.1K -3,062 -4%
ASRS
62
Arizona State Retirement System
Arizona
$1.07M -$10.5K -700 -1%
ProShare Advisors
63
ProShare Advisors
Maryland
$1.04M -$730K -48,508 -43%
CS
64
Credit Suisse
Switzerland
$987K +$485K +32,187 +110%
BA
65
BlackRock Advisors
Delaware
$942K -$38.9K -2,581 -4%
First Trust Advisors
66
First Trust Advisors
Illinois
$934K -$323K -21,426 -27%
Morgan Stanley
67
Morgan Stanley
New York
$867K -$1.33M -88,624 -62%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$856K – – –
JMPWA
69
JP Morgan Private Wealth Advisors
California
$820K +$47.5K +3,157 +7%
GJIC
70
Gamble Jones Investment Counsel
California
$794K +$4.92K +327 +0.7%
UBS AM
71
UBS AM
Illinois
$728K – – –
LSERS
72
Louisiana State Employees Retirement System
Louisiana
$702K +$3.01K +200 +0.5%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$672K – – –
CAM
74
Capstone Asset Management
Texas
$656K +$45K +2,992 +8%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$630K -$30.1K -2,000 -5%
1 2
3
4 5

CVBF Hedge Fund Activity: Q2 2014 in Review

130 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2014, worth a combined $1.07B — up 5.3% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 13 closed out — a net gain of 2 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $16.4M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.73M sold.

  • 130 institutional investors held CVB Financial (CVBF) as of Q2 2014, up from 128 in Q1 2014.
  • Funds reported $1.07B of CVB Financial stock for Q2 2014, up 5.3% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2014 and 13 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q2 2014 was Champlain Investment Partners, an estimated $16.4M added.
  • The largest CVB Financial seller in Q2 2014 was Allianz Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2014.