CVB Financial
CVBF
117 hedge funds and large institutions have $852M invested in CVB Financial in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 15 closing their positions.
26% more capital invested
Capital invested by funds: $675M → $852M (+$176M)
23% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 39
7% less funds holding
Funds holding: 126 → 117 (-9)
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$30.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
| 3 |
Neuberger Berman Group
New York
|
+$24.9M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$20.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$8.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.6M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.44M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.93M |
| 4 |
TA
Teachers Advisors
New York
|
-$4.25M |
| 5 |
Renaissance Technologies
New York
|
-$3.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Allianz Asset Management
Munich,
Germany
| – | -$230K | -19,564 | Closed |
|
|
DC
127
Deere & Company
Moline,
Illinois
| – | -$219K | -18,627 | Closed |
|
|
TC
128
TFS Capital
West Chester,
Pennsylvania
| – | -$190K | -16,190 | Closed |
|
|
WBC
129
Westpac Banking Corp
Sydney,
Australia
| – | -$117K | -10,400 | Closed |
|
|
AL
130
Airain Ltd
St. Peter Port,
Guernsey
| – | -$118K | -10,051 | Closed |
|
131
Group One Trading
Chicago,
Illinois
| – | -$102K | -7,790 | Closed |
|
|
OMCS
132
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$22K | -1,900 | Closed |
|
CVBF Hedge Fund Activity: Q3 2013 in Review
117 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2013, worth a combined $852M — up 26% from $675M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of CVBF and 7 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 48 added.
The largest buyer was Bank of New York Mellon, adding an estimated $30.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $25.6M.
- 117 institutional investors held CVB Financial (CVBF) as of Q3 2013, down from 126 in Q2 2013.
- Funds reported $852M of CVB Financial stock for Q3 2013, up 26% quarter-over-quarter.
- 7 funds opened new CVB Financial positions in Q3 2013 and 15 closed out, a net change of -8 holders.
- The largest CVB Financial buyer in Q3 2013 was Bank of New York Mellon, an estimated $30.7M added.
- The largest CVB Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $25.6M sold.
Based on aggregated 13F filings for Q3 2013.