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CVB Financial

156 hedge funds and large institutions have $1.87B invested in CVB Financial in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.69B → $1.87B (+$185M)

3% more funds holding

Funds holding: 151156 (+5)

2% more ownership

Funds ownership: 68.25%70.25% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
14
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
76
Louisiana State Employees Retirement System
Louisiana
$1M -$4.31K -200 -0.5%
ZIG
77
Zurich Insurance Group
Switzerland
$989K
NA
78
Neuburgh Advisers
California
$934K -$54.1K -2,512 -6%
Mariner
79
Mariner
Kansas
$929K +$323 +15 +0%
MERSOM
80
Municipal Employees' Retirement System of Michigan
Michigan
$929K +$307K +14,220 +59%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$924K
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$902K
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$835K +$151 +7 +0%
GCP
84
GSA Capital Partners
United Kingdom
$740K +$431K +20,009 +188%
PS
85
Portfolio Solutions
Michigan
$732K -$69.5K -3,223 -10%
AG
86
Aperio Group
California
$681K -$14.7K -682 -2%
VRS
87
Virginia Retirement Systems
Virginia
$670K +$597K +27,700 New
US Bancorp
88
US Bancorp
Minnesota
$655K -$59.3K -2,750 -9%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$631K
MSA
90
Mason Street Advisors
Wisconsin
$627K +$14.8K +686 +3%
FAN
91
Financial Advisors Network
California
$554K +$494K +22,914 New
Millennium Management
92
Millennium Management
New York
$541K +$482K +22,370 New
PIA
93
Piedmont Investment Advisors
North Carolina
$539K +$3.62K +168 +0.8%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$490K +$1.94K +90 +0.4%
AP
95
AHL Partners
United Kingdom
$428K -$191K -8,864 -33%
CGH
96
Crossmark Global Holdings
Texas
$385K +$343K +15,930 New
DWM
97
Destination Wealth Management
California
$378K +$86 +4 +0%
GC
98
Guggenheim Capital
Illinois
$369K -$48K -2,226 -13%
N
99
Natixis
France
$368K +$329K +15,246 New
NPC
100
National Planning Corporation
California
$367K

CVBF Hedge Fund Activity: Q3 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2017, worth a combined $1.87B — up 11% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CVBF positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.9M. The largest seller was State Street, cutting an estimated $7.85M.

  • 156 institutional investors held CVB Financial (CVBF) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $1.87B of CVB Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 20 funds opened new CVB Financial positions in Q3 2017 and 14 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q3 2017 was Fidelity Investments, an estimated $27.9M added.
  • The largest CVB Financial seller in Q3 2017 was State Street, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2017.