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CVB Financial
CVBF

149 hedge funds and large institutions have $1.68B invested in CVB Financial in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 148 → 149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 69.56% → 69.12% (-0.44%)

3% less capital invested

Capital invested by funds: $1.73B → $1.68B (-$45.4M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

47% less call options, than puts

Call options by funds: $68K | Put options by funds: $128K

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
50
Reduced
55
Closed
11
Calls
$68K
Puts
$128K
Net Calls
-$60K
Net Calls Change
-$31K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$283M
2
State Street
State Street
Massachusetts
+$13.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$11.4M
4
ICM
IronBridge Capital Management
Illinois
+$6.66M
5
CEP
Chicago Equity Partners
Illinois
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$13M
2
Invesco
Invesco
Georgia
-$7.15M
3
Goldman Sachs
Goldman Sachs
New York
-$3.76M
4
Morgan Stanley
Morgan Stanley
New York
-$3.5M
5
Norges Bank
Norges Bank
Norway
-$2.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$354K -$90.8K -3,973 -20%
DWM
102
Destination Wealth Management
California
$345K – – –
NPC
103
National Planning Corporation
California
$325K – – –
AB
104
Amalgamated Bank
New York
$302K +$343 +15 +0.1%
VKH
105
Virtu KCG Holdings
New York
$286K -$702K -30,707 -70%
FCBT
106
First Citizens Bank & Trust
North Carolina
$263K -$46.8K -2,049 -15%
O
107
OppenheimerFunds
New York
$253K +$262K +11,468 New
AFP
108
Ausdal Financial Partners
Iowa
$251K – – –
SOADOR
109
State of Alaska Department of Revenue
Alaska
$246K +$7.08K +310 +3%
N
110
Natixis
France
$244K +$2.06K +90 +0.8%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$242K – – –
Barclays
112
Barclays
United Kingdom
$226K +$47.4K +2,073 +25%
GWM
113
Geneos Wealth Management
Colorado
$212K +$219K +9,603 New
SCM
114
Shelton Capital Management
Colorado
$204K +$211K +9,231 New
AIP
115
Ameritas Investment Partners
Nebraska
$193K – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$180K +$14.8K +649 +9%
AFIA
117
America First Investment Advisors
Nebraska
$178K – – –
GI
118
Gradient Investments
Minnesota
$148K – – –
Victory Capital Management
119
Victory Capital Management
Texas
$139K -$7.15K -313 -5%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$131K -$37.2K -1,627 -22%
H
121
Hexavest
Quebec, Canada
$125K -$8.3K -363 -6%
DADC
122
D.A. Davidson & Co
Montana
$120K +$108K +4,706 +627%
CCM
123
Cutler Capital Management
Massachusetts
$120K +$124K +5,442 New
First Manhattan
124
First Manhattan
New York
$120K +$124K +5,442 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$102K -$101K -4,413 -49%
3 4
5
6 7

CVBF Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2017, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CVBF positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Epoch Investment Partners, cutting an estimated $13M.

  • 149 institutional investors held CVB Financial (CVBF) as of Q1 2017, up from 148 in Q4 2016.
  • Funds reported $1.68B of CVB Financial stock for Q1 2017, down 2.6% quarter-over-quarter.
  • 17 funds opened new CVB Financial positions in Q1 2017 and 11 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest CVB Financial seller in Q1 2017 was Epoch Investment Partners, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.