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CVB Financial

149 hedge funds and large institutions have $1.68B invested in CVB Financial in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 69.56%69.12% (-0.44%)

3% less capital invested

Capital invested by funds: $1.73B → $1.68B (-$45.4M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

47% less call options, than puts

Call options by funds: $68K | Put options by funds: $128K

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
50
Reduced
55
Closed
11
Calls
$68K
Puts
$128K
Net Calls
-$60K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
Neuburgh Advisers
California
$1.13M -$9.14K -400 -0.8%
SCP
77
Siena Capital Partners
Illinois
$1.02M +$1.06M +46,338 New
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$1M +$1.04M +45,377 New
AP
79
AHL Partners
United Kingdom
$970K -$1.18M -51,473 -54%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$947K
VOYA Investment Management
81
VOYA Investment Management
Georgia
$914K
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$908K +$16K +700 +2%
Mariner
83
Mariner
Kansas
$848K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$844K
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$824K
LPL Financial
86
LPL Financial
California
$811K +$366 +16 +0%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$763K +$128K +5,600 +19%
Wellington Management Group
88
Wellington Management Group
Massachusetts
$747K +$773K +33,837 New
US Bancorp
89
US Bancorp
Minnesota
$662K -$48.2K -2,110 -7%
AG
90
Aperio Group
California
$630K -$503 -22 -0.1%
TU
91
TDAM USA
Ontario, Canada
$580K -$500K -21,892 -45%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$561K
JMPWA
93
JP Morgan Private Wealth Advisors
California
$535K -$1.37K -60 -0.2%
MSA
94
Mason Street Advisors
Wisconsin
$521K +$36.6K +1,601 +7%
MERSOM
95
Municipal Employees' Retirement System of Michigan
Michigan
$508K +$9.37K +410 +2%
GC
96
Guggenheim Capital
Illinois
$497K -$89.9K -3,933 -15%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$462K -$41.6K -1,818 -8%
PA
98
Profund Advisors
Maryland
$420K -$112K -4,907 -21%
RQS
99
Ramsey Quantitative Systems
Kentucky
$408K +$194K +8,484 New
CAM
100
Capstone Asset Management
Texas
$388K -$78.2K -3,420 -16%

CVBF Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2017, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CVBF positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Epoch Investment Partners, cutting an estimated $13M.

  • 149 institutional investors held CVB Financial (CVBF) as of Q1 2017, up from 148 in Q4 2016.
  • Funds reported $1.68B of CVB Financial stock for Q1 2017, down 2.6% quarter-over-quarter.
  • 17 funds opened new CVB Financial positions in Q1 2017 and 11 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest CVB Financial seller in Q1 2017 was Epoch Investment Partners, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.