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CVB Financial

158 hedge funds and large institutions have $1.75B invested in CVB Financial in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

830% more call options, than puts

Call options by funds: $716K | Put options by funds: $77K

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 70.58%70.35% (-0.23%)

4% less capital invested

Capital invested by funds: $1.83B → $1.75B (-$78.6M)

3% less funds holding

Funds holding: 163158 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
46
Closed
17
Calls
$716K
Puts
$77K
Net Calls
+$639K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$372K -$48.8K -2,073 -11%
DADC
102
D.A. Davidson & Co
Montana
$366K +$381K +16,186 New
DWM
103
Destination Wealth Management
California
$354K +$94 +4 +0%
JG
104
Jefferies Group
New York
$351K +$365K +15,500 New
NA
105
Neuburgh Advisers
California
$347K -$304K -12,912 -46%
KI
106
Koch Industries
Kansas
$347K +$361K +15,334 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$344K +$357K +15,170 New
Victory Capital Management
108
Victory Capital Management
Texas
$343K +$96.3K +4,093 +37%
USAA
109
United Services Automobile Association
Texas
$340K +$353K +15,007 New
AB
110
Amalgamated Bank
New York
$333K -$4.19K -178 -1%
Citadel Advisors
111
Citadel Advisors
Florida
$319K -$25.4K -1,080 -7%
CGH
112
Crossmark Global Holdings
Texas
$280K -$85.1K -3,620 -23%
RCM
113
Riverhead Capital Management
Delaware
$262K +$47K +2,000 +21%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$248K
GWM
115
Geneos Wealth Management
Colorado
$222K +$1.34K +57 +0.6%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$217K +$225K +9,581 New
Verition Fund Management
117
Verition Fund Management
Connecticut
$216K +$225K +9,556 New
SCM
118
Shelton Capital Management
Colorado
$210K
CIBC Asset Management
119
CIBC Asset Management
Ontario, Canada
$202K
TC
120
Trilogy Capital
California
$202K
AIP
121
Ameritas Investment Partners
Nebraska
$198K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$185K -$306 -13 -0.2%
AFIA
123
America First Investment Advisors
Nebraska
$182K
GI
124
Gradient Investments
Minnesota
$165K
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$147K +$24.7K +1,050 +19%

CVBF Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2018, worth a combined $1.75B — down 4.3% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CVBF and 14 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Eaton Vance Management, adding an estimated $5.04M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 158 institutional investors held CVB Financial (CVBF) as of Q1 2018, down from 163 in Q4 2017.
  • Funds reported $1.75B of CVB Financial stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 14 funds opened new CVB Financial positions in Q1 2018 and 17 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q1 2018 was Eaton Vance Management, an estimated $5.04M added.
  • The largest CVB Financial seller in Q1 2018 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.