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CVB Financial
CVBF

122 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $934M → $1.07B (+$138M)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 130 → 122 (-8)

39% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 18

Holders
122
Holders Change
-8
Holders Change %
-6.15%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
43
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.53M
3
BFA
BlackRock Fund Advisors
California
+$8.64M
4
EIP
Epoch Investment Partners
New York
+$5.67M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$15.1M
2
MCM
McKinley Capital Management
Alaska
-$5.25M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.61M
5
SCCM
Schafer Cullen Capital Management
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
101
LPL Financial
California
$167K -$15.2K -1,000 -9%
OA
102
OFI Advisors
Pennsylvania
$138K +$8.1K +532 +7%
AFIA
103
America First Investment Advisors
Nebraska
$129K – – –
GI
104
Gradient Investments
Minnesota
$107K – – –
PAM
105
Panagora Asset Management
Massachusetts
$105K – – –
H
106
Hexavest
Quebec, Canada
$96K – – –
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$81K +$4.4K +289 +6%
Canada Life
108
Canada Life
Manitoba, Canada
$66K – – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$52K -$694K -45,597 -93%
BlackRock
110
BlackRock
New York
$50K – – –
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$46K -$8.3K -545 -16%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$25K – – –
DADC
113
D.A. Davidson & Co
Montana
$11K -$10.7K -700 -50%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$11K – – –
WT
115
Whittier Trust
California
$11K +$10.7K +700 New
WOC
116
West Oak Capital
California
$8.12K +$61 +4 +0.8%
PIM
117
Parasol Investment Management
Illinois
$5K – – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$5K – – –
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GAM
120
Gemmer Asset Management
California
$2K – – –
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.08K -$26.7K -1,756 -3%
MCM
122
McKinley Capital Management
Alaska
– -$5.25M -365,867 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$2.61M -181,769 Closed
Millennium Management
124
Millennium Management
New York
– -$1.05M -73,053 Closed
DTL
125
Dynamic Technology Lab
Singapore
– -$539K -37,573 Closed
2 3 4
5
6

CVBF Hedge Fund Activity: Q4 2014 in Review

122 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2014, worth a combined $1.07B — up 15% from $934M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of CVBF and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 43 added.

The largest buyer was Neuberger Berman Group, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $15.1M.

  • 122 institutional investors held CVB Financial (CVBF) as of Q4 2014, down from 130 in Q3 2014.
  • Funds reported $1.07B of CVB Financial stock for Q4 2014, up 15% quarter-over-quarter.
  • 11 funds opened new CVB Financial positions in Q4 2014 and 18 closed out, a net change of -7 holders.
  • The largest CVB Financial buyer in Q4 2014 was Neuberger Berman Group, an estimated $16.7M added.
  • The largest CVB Financial seller in Q4 2014 was Bank of New York Mellon, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2014.