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CVB Financial
CVBF

163 hedge funds and large institutions have $1.83B invested in CVB Financial in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

34% more call options, than puts

Call options by funds: $443K | Put options by funds: $330K

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

4% more funds holding

Funds holding: 156 → 163 (+7)

0.32% more ownership

Funds ownership: 70.25% → 70.58% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $1.87B → $1.83B (-$38.5M)

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
56
Reduced
49
Closed
19
Calls
$443K
Puts
$330K
Net Calls
+$113K
Net Calls Change
+$108K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$16.6M
2
BlackRock
BlackRock
New York
+$8.33M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.9M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.93M
5
Goldman Sachs
Goldman Sachs
New York
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$10.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.93M
3
EIP
Epoch Investment Partners
New York
-$9.36M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.65M
5
NFA
Nationwide Fund Advisors
Ohio
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
101
Crossmark Global Holdings
Texas
$376K +$1.19K +50 +0.3%
Parallax Volatility Advisers
102
Parallax Volatility Advisers
California
$372K +$375K +15,792 New
DWM
103
Destination Wealth Management
California
$369K +$71 +3 +0%
PA
104
Profund Advisors
Maryland
$360K +$5.51K +232 +2%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$357K +$360K +15,148 New
Citadel Advisors
106
Citadel Advisors
Florida
$357K +$360K +15,162 New
AB
107
Amalgamated Bank
New York
$351K +$23.3K +982 +7%
XK
108
Xact Kapitalforvaltning
Sweden
$299K +$302K +12,711 New
Tudor Investment Corp
109
Tudor Investment Corp
Connecticut
$295K +$297K +12,524 New
Holocene Advisors
110
Holocene Advisors
New York
$290K +$293K +12,319 New
O
111
OppenheimerFunds
New York
$274K -$6.93K -292 -2%
AFP
112
Ausdal Financial Partners
Iowa
$268K – – –
Russell Investments Group
113
Russell Investments Group
United Kingdom
$263K – – –
Victory Capital Management
114
Victory Capital Management
Texas
$260K +$22.8K +959 +10%
CSS
115
Cubist Systematic Strategies
Connecticut
$231K +$233K +9,795 New
GWM
116
Geneos Wealth Management
Colorado
$230K +$1.38K +58 +0.6%
RCM
117
Riverhead Capital Management
Delaware
$225K +$38K +1,600 +20%
SCM
118
Shelton Capital Management
Colorado
$218K – – –
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$210K +$10.6K +447 +5%
TC
120
Trilogy Capital
California
$210K +$211K +8,905 New
AIP
121
Ameritas Investment Partners
Nebraska
$206K – – –
IHL
122
Investment House LLC
California
$203K – – –
VF
123
Virtu Financial
New York
$201K +$203K +8,532 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$194K -$214 -9 -0.1%
AFIA
125
America First Investment Advisors
Nebraska
$190K – – –
3 4
5
6 7

CVBF Hedge Fund Activity: Q4 2017 in Review

163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2017, worth a combined $1.83B — down 2.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CVBF positions and 19 closed out — a net gain of 7 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $10.4M.

  • 163 institutional investors held CVB Financial (CVBF) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.83B of CVB Financial stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 26 funds opened new CVB Financial positions in Q4 2017 and 19 closed out, a net change of +7 holders.
  • The largest CVB Financial buyer in Q4 2017 was State Street, an estimated $16.6M added.
  • The largest CVB Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.