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CVB Financial
CVBF

122 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $934M → $1.07B (+$138M)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 130 → 122 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
43
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.53M
3
BFA
BlackRock Fund Advisors
California
+$8.64M
4
EIP
Epoch Investment Partners
New York
+$5.67M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.1M
2
MCM
McKinley Capital Management
Alaska
-$5.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.61M
5
SCCM
Schafer Cullen Capital Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMG
51
Clark Capital Management Group
Pennsylvania
$1.74M -$126K -8,300 -7%
BG
52
BlackRock Group
United Kingdom
$1.67M +$8.39K +551 +0.5%
UBS Group
53
UBS Group
Switzerland
$1.61M +$1.53M +100,331 New
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$1.58M – – –
GH
55
GAM Holding
Switzerland
$1.53M +$63.9K +4,200 +5%
TPSF
56
Texas Permanent School Fund
Texas
$1.39M -$9.36K -615 -0.7%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M – – –
AIG
58
American International Group
New York
$1.25M -$44.1K -2,898 -4%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$1.21M -$89.8K -5,900 -7%
Citigroup
60
Citigroup
New York
$1.15M +$646K +42,430 +146%
SDIC
61
South Dakota Investment Council
South Dakota
$1.1M – – –
ASRS
62
Arizona State Retirement System
Arizona
$1.08M +$7.61K +500 +0.7%
BA
63
BlackRock Advisors
Delaware
$879K -$41K -2,693 -5%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$856K – – –
JMPWA
65
JP Morgan Private Wealth Advisors
California
$829K +$7.14K +469 +0.9%
GJIC
66
Gamble Jones Investment Counsel
California
$804K +$5.16K +339 +0.7%
FCBT
67
First Citizens Bank & Trust
North Carolina
$773K -$3.65K -240 -0.5%
UBS AM
68
UBS AM
Illinois
$767K +$38.1K +2,500 +6%
Morgan Stanley
69
Morgan Stanley
New York
$736K -$353K -23,161 -34%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$721K +$10.7K +700 +2%
CS
71
Credit Suisse
Switzerland
$676K -$20K -1,316 -3%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$672K – – –
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$630K – – –
CAM
74
Capstone Asset Management
Texas
$592K -$80.1K -5,260 -12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$570K -$100K -6,591 -16%
1 2
3
4 5

CVBF Hedge Fund Activity: Q4 2014 in Review

122 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2014, worth a combined $1.07B — up 15% from $934M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CVBF and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 43 added.

The largest buyer was Neuberger Berman Group, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $15.1M.

  • 122 institutional investors held CVB Financial (CVBF) as of Q4 2014, down from 130 in Q3 2014.
  • Funds reported $1.07B of CVB Financial stock for Q4 2014, up 15% quarter-over-quarter.
  • 11 funds opened new CVB Financial positions in Q4 2014 and 18 closed out, a net change of -7 holders.
  • The largest CVB Financial buyer in Q4 2014 was Neuberger Berman Group, an estimated $16.7M added.
  • The largest CVB Financial seller in Q4 2014 was Bank of New York Mellon, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2014.