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CVB Financial

130 hedge funds and large institutions have $934M invested in CVB Financial in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

12% less capital invested

Capital invested by funds: $1.07B → $934M (-$132M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$172K +$2.56K +166 +1%
VAM
102
Visium Asset Management
New York
$172K +$184K +11,960 New
LPL Financial
103
LPL Financial
California
$163K +$17.3K +1,125 +11%
PI
104
Placemark Investments
Illinois
$158K +$169K +10,996 New
PP
105
Paloma Partners
Connecticut
$158K +$171K +11,075 New
GAM
106
Gotham Asset Management
New York
$146K -$10.9K -705 -6%
TRCT
107
Tower Research Capital (TRC)
New York
$140K -$986 -64 -0.7%
QT
108
Quantbot Technologies
New York
$119K +$129K +8,360 New
AFIA
109
America First Investment Advisors
Nebraska
$116K
OA
110
OFI Advisors
Pennsylvania
$116K +$6.76K +439 +6%
GI
111
Gradient Investments
Minnesota
$96K
PAM
112
Panagora Asset Management
Massachusetts
$94K -$44.5K -2,887 -31%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$89.8K -$404K -26,248 -81%
H
114
Hexavest
Quebec, Canada
$86K
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$68K -$22.4K -1,457 -24%
Canada Life
116
Canada Life
Manitoba, Canada
$60K
Barclays
117
Barclays
United Kingdom
$55K -$19.1K -1,238 -24%
Bank of America
118
Bank of America
North Carolina
$50K +$43.3K +2,812 +419%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$49K
BlackRock
120
BlackRock
New York
$44K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$22K -$35.5K -2,307 -60%
DADC
122
D.A. Davidson & Co
Montana
$20K
FMT
123
First Mercantile Trust
Tennessee
$17K +$1K +65 +6%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$10K
WOC
125
West Oak Capital
California
$7.22K +$46 +3 +0.6%

CVBF Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2014, worth a combined $934M — down 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CVBF positions and 11 closed out — a net gain of 1 holder — while 48 added to existing stakes and 41 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $5.4M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 130 institutional investors held CVB Financial (CVBF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $934M of CVB Financial stock for Q3 2014, down 12% quarter-over-quarter.
  • 12 funds opened new CVB Financial positions in Q3 2014 and 11 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q3 2014 was WCM Investment Management, an estimated $5.4M added.
  • The largest CVB Financial seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.