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CVB Financial
CVBF

156 hedge funds and large institutions have $1.87B invested in CVB Financial in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.69B → $1.87B (+$185M)

3% more funds holding

Funds holding: 151 → 156 (+5)

2% more ownership

Funds ownership: 68.25% → 70.25% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
14
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$79K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.9M
2
SAM
Silvercrest Asset Management
New York
+$16.8M
3
BlackRock
BlackRock
New York
+$8.3M
4
WC
Walthausen & Co
New York
+$6.33M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.28M

Top Sellers

1
State Street
State Street
Massachusetts
-$7.85M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.92M
3
Bank of America
Bank of America
North Carolina
-$2.18M
4
CEP
Chicago Equity Partners
Illinois
-$2M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Profund Advisors
Maryland
$363K -$54.2K -2,516 -14%
Barclays
102
Barclays
United Kingdom
$349K -$112K -5,181 -26%
Cerity Partners
103
Cerity Partners
New York
$338K +$302K +14,003 New
AB
104
Amalgamated Bank
New York
$336K -$4.72K -219 -2%
ARTA
105
A.R.T. Advisors
New York
$309K +$276K +12,800 New
TRCT
106
Tower Research Capital (TRC)
New York
$295K +$264K +12,225 New
O
107
OppenheimerFunds
New York
$288K -$4.87K -226 -2%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$279K -$946K -43,900 -79%
AFP
109
Ausdal Financial Partners
Iowa
$275K – – –
Russell Investments Group
110
Russell Investments Group
United Kingdom
$265K – – –
PP
111
Paloma Partners
Connecticut
$262K +$234K +10,853 New
Victory Capital Management
112
Victory Capital Management
Texas
$244K +$58.2K +2,698 +37%
Jane Street
113
Jane Street
New York
$243K +$217K +10,045 New
GWM
114
Geneos Wealth Management
Colorado
$234K +$1.31K +61 +0.6%
SCM
115
Shelton Capital Management
Colorado
$224K -$16.3K -755 -8%
TSS
116
Two Sigma Securities
New York
$224K +$200K +9,274 New
ProShare Advisors
117
ProShare Advisors
Maryland
$220K -$69.3K -3,215 -26%
AQR Capital Management
118
AQR Capital Management
Connecticut
$210K +$187K +8,687 New
IHL
119
Investment House LLC
California
$208K +$185K +8,600 New
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$207K +$185K +8,573 New
CIBC Asset Management
121
CIBC Asset Management
Ontario, Canada
$205K +$183K +8,474 New
SCM
122
Southport Capital Management
Tennessee
$203K +$181K +8,387 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$199K – – –
AFIA
124
America First Investment Advisors
Nebraska
$195K – – –
RCM
125
Riverhead Capital Management
Delaware
$193K +$31.9K +1,481 +23%
3 4
5
6 7

CVBF Hedge Fund Activity: Q3 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2017, worth a combined $1.87B — up 11% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CVBF positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.9M. The largest seller was State Street, cutting an estimated $7.85M.

  • 156 institutional investors held CVB Financial (CVBF) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $1.87B of CVB Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 20 funds opened new CVB Financial positions in Q3 2017 and 14 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q3 2017 was Fidelity Investments, an estimated $27.9M added.
  • The largest CVB Financial seller in Q3 2017 was State Street, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2017.