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CVB Financial

126 hedge funds and large institutions have $1.09B invested in CVB Financial in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $318K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $852M → $1.09B (+$242M)

8% more funds holding

Funds holding: 117126 (+9)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
37
Reduced
54
Closed
9
Calls
$318K
Puts
$43K
Net Calls
+$275K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$234K -$8.35K -549 -4%
CMBA
102
C.M. Bidwell & Associates
Hawaii
$197K +$176K +11,540 New
SB
103
Suntrust Banks
Georgia
$195K +$175K +11,470 New
LPL Financial
104
LPL Financial
California
$178K +$259 +17 +0.2%
PAM
105
Panagora Asset Management
Massachusetts
$161K
STC
106
SEI Trust Company
Pennsylvania
$160K
SAV
107
Schutz Anton Villars
$142K -$10.6K -695 -8%
AFIA
108
America First Investment Advisors
Nebraska
$138K
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$123K +$51K +3,353 +87%
OA
110
OFI Advisors
Pennsylvania
$108K -$3.32K -218 -3%
Canada Life
111
Canada Life
Manitoba, Canada
$71K +$63K +4,141 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$57K -$124K -8,163 -71%
BlackRock
113
BlackRock
New York
$51K -$2.22K -146 -5%
TRCT
114
Tower Research Capital (TRC)
New York
$34K -$119K -7,803 -80%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$24K -$1.93K -127 -8%
DADC
116
D.A. Davidson & Co
Montana
$23K +$21.3K +1,400 New
FMT
117
First Mercantile Trust
Tennessee
$21K +$18.8K +1,233 New
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$17K +$15.2K +1,000 New
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$12K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$11K
Group One Trading
121
Group One Trading
Illinois
$7K +$6.67K +438 New
PIM
122
Parasol Investment Management
Illinois
$5K +$4.57K +300 New
EFSCE
123
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
WA
124
WFG Advisors
Texas
$2K +$1.86K +122 New
EWM
125
Elite Wealth Management
Washington
$2K +$2.22K +146 New

CVBF Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2013, worth a combined $1.09B — up 28% from $852M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVBF positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.2M.

  • 126 institutional investors held CVB Financial (CVBF) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $1.09B of CVB Financial stock for Q4 2013, up 28% quarter-over-quarter.
  • 18 funds opened new CVB Financial positions in Q4 2013 and 9 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20M added.
  • The largest CVB Financial seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2013.