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CVB Financial
CVBF

130 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $1.01B → $1.07B (+$53.3M)

2% more funds holding

Funds holding: 128 → 130 (+2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
44
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$10K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.5M
3
Norges Bank
Norges Bank
Norway
+$13.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.11M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.73M
2
ICOM
Investment Counselors of Maryland
Maryland
-$3.77M
3
BFC
Banc Funds Company
Illinois
-$2.3M
4
EIP
Epoch Investment Partners
New York
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$171K -$514K -34,166 -76%
GC
102
Guggenheim Capital
Illinois
$169K -$72K -4,784 -31%
LPL Financial
103
LPL Financial
California
$165K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$158K +$142K +9,450 +2,423%
SG Americas Securities
105
SG Americas Securities
New York
$157K -$56.7K -3,768 -28%
PAM
106
Panagora Asset Management
Massachusetts
$151K – – –
VFA
107
Virtus Fund Advisers
Connecticut
$145K +$136K +9,036 New
AFIA
108
America First Investment Advisors
Nebraska
$129K – – –
OA
109
OFI Advisors
Pennsylvania
$123K +$9.53K +633 +9%
GI
110
Gradient Investments
Minnesota
$107K +$101K +6,702 New
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K +$7.21K +479 +8%
H
112
Hexavest
Quebec, Canada
$96K – – –
Barclays
113
Barclays
United Kingdom
$84K -$589K -39,126 -88%
Canada Life
114
Canada Life
Manitoba, Canada
$66K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$62K +$34.5K +2,290 +147%
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$55K +$2.68K +178 +5%
BlackRock
117
BlackRock
New York
$50K +$723 +48 +2%
GSC
118
Ground Swell Capital
South Carolina
$33K +$30.8K +2,043 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$24K -$191K -12,693 -90%
DADC
120
D.A. Davidson & Co
Montana
$22K +$4.52K +300 +27%
FMT
121
First Mercantile Trust
Tennessee
$18K -$1.91K -127 -10%
Bank of America
122
Bank of America
North Carolina
$11K -$208K -13,840 -95%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$11K – – –
WOC
124
West Oak Capital
California
$8.02K +$7.53K +500 New
PIM
125
Parasol Investment Management
Illinois
$5K – – –
2 3 4
5
6

CVBF Hedge Fund Activity: Q2 2014 in Review

130 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2014, worth a combined $1.07B — up 5.3% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 13 closed out — a net gain of 2 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $16.4M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.73M sold.

  • 130 institutional investors held CVB Financial (CVBF) as of Q2 2014, up from 128 in Q1 2014.
  • Funds reported $1.07B of CVB Financial stock for Q2 2014, up 5.3% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2014 and 13 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q2 2014 was Champlain Investment Partners, an estimated $16.4M added.
  • The largest CVB Financial seller in Q2 2014 was Allianz Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2014.