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CVB Financial

130 hedge funds and large institutions have $934M invested in CVB Financial in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

12% less capital invested

Capital invested by funds: $1.07B → $934M (-$132M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
BlackRock Group
United Kingdom
$1.49M +$92.6K +6,015 +6%
U
52
UBS
Switzerland
$1.43M -$1.22K -79 -0.1%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$1.42M
GH
54
GAM Holding
Switzerland
$1.31M
First Trust Advisors
55
First Trust Advisors
Illinois
$1.27M +$470K +30,528 +52%
TPSF
56
Texas Permanent School Fund
Texas
$1.25M -$123K -7,975 -8%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$1.18M
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$1.16M
AIG
59
American International Group
New York
$1.16M +$17.4K +1,131 +1%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.15M -$418K -27,159 -25%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$1.06M
Millennium Management
62
Millennium Management
New York
$1.05M +$1.12M +73,053 New
Morgan Stanley
63
Morgan Stanley
New York
$991K +$232K +15,064 +28%
SDIC
64
South Dakota Investment Council
South Dakota
$982K +$1.05M +68,400 New
ASRS
65
Arizona State Retirement System
Arizona
$958K +$1.54K +100 +0.1%
BA
66
BlackRock Advisors
Delaware
$826K -$18.3K -1,191 -2%
ProShare Advisors
67
ProShare Advisors
Maryland
$777K -$162K -10,541 -16%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$767K
JMPWA
69
JP Morgan Private Wealth Advisors
California
$735K +$2.23K +145 +0.3%
GJIC
70
Gamble Jones Investment Counsel
California
$716K +$4.9K +318 +0.6%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$701K +$730K +47,376 +3,186%
FCBT
72
First Citizens Bank & Trust
North Carolina
$696K +$747K +48,516 New
UBS AM
73
UBS AM
Illinois
$651K
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$636K +$7.7K +500 +1%
CS
75
Credit Suisse
Switzerland
$624K -$279K -18,105 -29%

CVBF Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2014, worth a combined $934M — down 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CVBF positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 41 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $5.4M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 130 institutional investors held CVB Financial (CVBF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $934M of CVB Financial stock for Q3 2014, down 12% quarter-over-quarter.
  • 12 funds opened new CVB Financial positions in Q3 2014 and 11 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q3 2014 was WCM Investment Management, an estimated $5.4M added.
  • The largest CVB Financial seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.