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CVB Financial
CVBF

117 hedge funds and large institutions have $852M invested in CVB Financial in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $675M → $852M (+$176M)

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

7% less funds holding

Funds holding: 126 → 117 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
3.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
39
Closed
15
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
+$1.13M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$24.9M
4
CIP
Champlain Investment Partners
Vermont
+$20.3M
5
State Street
State Street
Massachusetts
+$8.46M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.93M
4
TA
Teachers Advisors
New York
-$4.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
101
World Asset Management
Michigan
$152K -$6.21K -474 -4%
LPL Financial
102
LPL Financial
California
$145K -$45.9K -3,500 -25%
PI
103
PineBridge Investments
New York
$143K +$10.7K +814 +8%
TRCT
104
Tower Research Capital (TRC)
New York
$132K +$120K +9,162 +1,429%
PAM
105
Panagora Asset Management
Massachusetts
$128K – – –
STC
106
SEI Trust Company
Pennsylvania
$127K – – –
SAV
107
Schutz Anton Villars
$122K – – –
AFIA
108
America First Investment Advisors
Nebraska
$109K – – –
OA
109
OFI Advisors
Pennsylvania
$89K -$2.62K -200 -3%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$52K +$50.6K +3,865 New
BlackRock
111
BlackRock
New York
$43K +$3.17K +242 +8%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$21K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$9K – – –
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$9K – – –
EFSCE
115
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$1K – – –
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$924 – – –
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
– -$8.44M -717,300 Closed
SNC
119
Stifel Nicolaus & Co
Missouri
– -$3.03M -257,487 Closed
BMCMI
120
Bryn Mawr Capital Management Inc
Pennsylvania
– -$2.29M -194,545 Closed
Two Sigma Investments
121
Two Sigma Investments
New York
– -$1.9M -161,897 Closed
MCM
122
Maltese Capital Management
New York
– -$1.71M -145,000 Closed
Millennium Management
123
Millennium Management
New York
– -$1.41M -119,510 Closed
Jacobs Levy Equity Management
124
Jacobs Levy Equity Management
New Jersey
– -$666K -56,600 Closed
Two Sigma Advisers
125
Two Sigma Advisers
New York
– -$392K -33,206 Closed
2 3 4
5
6

CVBF Hedge Fund Activity: Q3 2013 in Review

117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2013, worth a combined $852M — up 26% from $675M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CVBF and 7 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Bank of New York Mellon, adding an estimated $30.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $25.6M.

  • 117 institutional investors held CVB Financial (CVBF) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $852M of CVB Financial stock for Q3 2013, up 26% quarter-over-quarter.
  • 7 funds opened new CVB Financial positions in Q3 2013 and 15 closed out, a net change of -8 holders.
  • The largest CVB Financial buyer in Q3 2013 was Bank of New York Mellon, an estimated $30.7M added.
  • The largest CVB Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2013.