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CVB Financial
CVBF

162 hedge funds and large institutions have $1.76B invested in CVB Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 158 → 162 (+4)

0.9% more ownership

Funds ownership: 70.35% → 71.25% (+0.9%)

0% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$8.04M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
61
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.2M
2
Goldman Sachs
Goldman Sachs
New York
+$10.3M
3
Invesco
Invesco
Georgia
+$9.85M
4
State Street
State Street
Massachusetts
+$8.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.2M
3
EVM
Eaton Vance Management
Massachusetts
-$4.92M
4
RBA
Richard Bernstein Advisors
New York
-$4.26M
5
CRC
Curi RMB Capital
Illinois
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$388K -$207K -9,000 -34%
ProShare Advisors
102
ProShare Advisors
Maryland
$380K +$12.6K +549 +3%
USAA
103
United Services Automobile Association
Texas
$378K +$42.4K +1,843 +12%
AB
104
Amalgamated Bank
New York
$340K +$10K +436 +3%
GHCM
105
Glen Harbor Capital Management
California
$321K -$155K -6,732 -32%
ACI
106
AMP Capital Investors
Australia
$305K +$312K +13,590 New
DADC
107
D.A. Davidson & Co
Montana
$287K -$78.2K -3,400 -21%
FRM
108
Fox Run Management
Connecticut
$280K +$287K +12,487 New
CGH
109
Crossmark Global Holdings
Texas
$275K -$1.84K -80 -0.6%
RCM
110
Riverhead Capital Management
Delaware
$259K – – –
Russell Investments Group
111
Russell Investments Group
United Kingdom
$245K – – –
NA
112
Neuburgh Advisers
California
$234K -$113K -4,896 -32%
Verition Fund Management
113
Verition Fund Management
Connecticut
$226K +$11.8K +511 +5%
TC
114
TradeLink Capital
Illinois
$224K +$230K +10,000 New
GWM
115
Geneos Wealth Management
Colorado
$221K +$1.4K +61 +0.6%
O
116
OppenheimerFunds
New York
$217K +$223K +9,693 New
SCM
117
Shelton Capital Management
Colorado
$208K – – –
GC
118
Guggenheim Capital
Illinois
$206K -$174K -7,546 -45%
GCP
119
GSA Capital Partners
United Kingdom
$204K +$209K +9,100 New
CIBC Asset Management
120
CIBC Asset Management
Ontario, Canada
$203K +$2.9K +126 +1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$202K +$16.9K +736 +9%
TC
122
Trilogy Capital
California
$200K – – –
AIP
123
Ameritas Investment Partners
Nebraska
$196K – – –
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$183K -$633K -27,517 -77%
AFIA
125
America First Investment Advisors
Nebraska
$181K – – –
3 4
5
6 7

CVBF Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2018, worth a combined $1.76B — up 0.46% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVBF positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 162 institutional investors held CVB Financial (CVBF) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.76B of CVB Financial stock for Q2 2018, up 0.46% quarter-over-quarter.
  • 19 funds opened new CVB Financial positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest CVB Financial buyer in Q2 2018 was BlackRock, an estimated $26.2M added.
  • The largest CVB Financial seller in Q2 2018 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2018.