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CVB Financial

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: 117126 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$712K -$192K -12,606 -23%
CAM
77
Capstone Asset Management
Texas
$647K -$37.8K -2,484 -6%
UBS AM
78
UBS AM
Illinois
$645K -$236K -15,500 -29%
Public Employees Retirement Association of Colorado
79
Public Employees Retirement Association of Colorado
Colorado
$632K
First Trust Advisors
80
First Trust Advisors
Illinois
$630K -$281K -18,446 -33%
TRSOTSOK
81
Teachers Retirement System of the State of Kentucky
Kentucky
$616K -$4.57K -300 -0.8%
ProShare Advisors
82
ProShare Advisors
Maryland
$606K -$665K -43,679 -55%
MAA
83
Managed Account Advisors
New Jersey
$587K -$23.6K -1,552 -4%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$584K +$4.57K +300 +0.9%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$571K -$354K -23,258 -41%
Citadel Advisors
86
Citadel Advisors
Florida
$478K -$2.77M -181,724 -87%
JMPWA
87
JP Morgan Private Wealth Advisors
California
$444K +$5.74K +377 +1%
GT
88
Glenmede Trust
Pennsylvania
$441K +$394K +25,874 New
PI
89
PineBridge Investments
New York
$439K +$230K +15,122 +143%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$434K
Wells Fargo
91
Wells Fargo
California
$432K +$31.5K +2,067 +9%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$399K -$274K -18,012 -44%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$381K -$238K -15,617 -41%
Massachusetts Financial Services
94
Massachusetts Financial Services
Massachusetts
$309K -$20.5K -1,350 -7%
SG Americas Securities
95
SG Americas Securities
New York
$301K -$163K -10,716 -38%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$276K
DT
97
Diversified Trust
Tennessee
$275K +$20.2K +1,325 +9%
CCM
98
Cullen Capital Management
New York
$258K
MSA
99
Mason Street Advisors
Wisconsin
$254K +$17.6K +1,159 +8%
GCP
100
GSA Capital Partners
United Kingdom
$236K +$210K +13,800 New

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.