CVB Financial
CVBF
183 hedge funds and large institutions have $1.99B invested in CVB Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 10 closing their positions.
230% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 10
117% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 36
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 162 → 183 (+21)
13% more capital invested
Capital invested by funds: $1.76B → $1.99B (+$228M)
7.7% less ownership
Funds ownership: 71.25% → 63.55% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
Cliffwater
Marina Del Rey,
California
|
+$121M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$34.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.1M |
| 4 |
BlackRock
New York
|
+$24.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$56.8M |
| 2 |
Neuberger Berman Group
New York
|
-$5.84M |
| 3 |
JP Morgan Chase
New York
|
-$4.74M |
| 4 |
Rafferty Asset Management
New York
|
-$3.08M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.55M |
CVBF Hedge Fund Activity: Q3 2018 in Review
183 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2018, worth a combined $1.99B — up 13% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CVBF positions and 10 closed out — a net gain of 23 holders — while 78 added to existing stakes and 36 trimmed.
The largest buyer was Cliffwater, opening a new position worth an estimated $121M. The largest seller was Fidelity Investments, cutting an estimated $56.8M.
- 183 institutional investors held CVB Financial (CVBF) as of Q3 2018, up from 162 in Q2 2018.
- Funds reported $1.99B of CVB Financial stock for Q3 2018, up 13% quarter-over-quarter.
- 33 funds opened new CVB Financial positions in Q3 2018 and 10 closed out, a net change of +23 holders.
- The largest CVB Financial buyer in Q3 2018 was Cliffwater, an estimated $121M added.
- The largest CVB Financial seller in Q3 2018 was Fidelity Investments, an estimated $56.8M sold.
Based on aggregated 13F filings for Q3 2018.