We are live on ! Find out more
CVBF icon

CVB Financial

145 hedge funds and large institutions have $1.19B invested in CVB Financial in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

17% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 46

4% more funds holding

Funds holding: 139145 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.27B → $1.19B (-$79M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $238K

Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
54
Reduced
46
Closed
8
Calls
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$716K -$56.9K -3,360 -7%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$703K
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$644K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$626K +$648K +38,220 New
US Bancorp
80
US Bancorp
Minnesota
$615K +$41.2K +2,431 +7%
LPL Financial
81
LPL Financial
California
$592K -$631K -37,218 -50%
Rafferty Asset Management
82
Rafferty Asset Management
New York
$576K +$596K +35,169 New
RQS
83
Ramsey Quantitative Systems
Kentucky
$522K +$540K +31,835 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$513K +$293K +17,260 +123%
Citigroup
85
Citigroup
New York
$495K -$832K -49,087 -62%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$474K
SCCM
87
Schafer Cullen Capital Management
New York
$469K -$182K -10,755 -27%
BlackRock
88
BlackRock
New York
$457K +$351K +20,706 +288%
Mariner
89
Mariner
Kansas
$456K
FCBT
90
First Citizens Bank & Trust
North Carolina
$444K -$49.1K -2,899 -10%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$439K -$11.3K -668 -2%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$416K
AG
93
Aperio Group
California
$414K -$61.3K -3,615 -13%
CAM
94
Capstone Asset Management
Texas
$410K
EA
95
Emerald Acquisition
Washington
$404K +$418K +24,678 New
Legal & General Group
96
Legal & General Group
United Kingdom
$380K
PP
97
Paloma Partners
Connecticut
$367K +$380K +22,441 New
MERSOM
98
Municipal Employees' Retirement System of Michigan
Michigan
$359K +$13.6K +800 +4%
AQR Capital Management
99
AQR Capital Management
Connecticut
$353K -$59.6K -3,519 -14%
GC
100
Guggenheim Capital
Illinois
$329K +$165K +9,760 +94%

CVBF Hedge Fund Activity: Q2 2016 in Review

145 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2016, worth a combined $1.19B — down 6.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 8 closed out — a net gain of 7 holders — while 54 added to existing stakes and 46 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.88M. The largest seller was Fidelity Investments, cutting an estimated $25.4M.

  • 145 institutional investors held CVB Financial (CVBF) as of Q2 2016, up from 139 in Q1 2016.
  • Funds reported $1.19B of CVB Financial stock for Q2 2016, down 6.2% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2016 and 8 closed out, a net change of +7 holders.
  • The largest CVB Financial buyer in Q2 2016 was Vanguard Group, an estimated $8.88M added.
  • The largest CVB Financial seller in Q2 2016 was Fidelity Investments, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2016.