CVB Financial
CVBF
126 hedge funds and large institutions have $1.09B invested in CVB Financial in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 9 closing their positions.
640% more call options, than puts
Call options by funds: $318K | Put options by funds: $43K
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
28% more capital invested
Capital invested by funds: $852M → $1.09B (+$242M)
8% more funds holding
Funds holding: 117 → 126 (+9)
31% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$20M |
| 2 |
Neuberger Berman Group
New York
|
+$12M |
| 3 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$5.61M |
| 4 |
Bank of New York Mellon
New York
|
+$4.91M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$4.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$14.2M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$4.91M |
| 3 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$4.67M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1.21K | +$40.8K | +2,681 | +4% |
|
|
CANY
127
Caxton Associates (New York)
New York
| – | -$2.48M | -183,200 | Closed |
|
|
GH
128
GAM Holding
Zurich,
Switzerland
| – | -$1.23M | -91,200 | Closed |
|
129
Capital Fund Management (CFM)
Paris,
France
| – | -$403K | -29,800 | Closed |
|
|
WMSA
130
Weiss Multi-Strategy Advisers
New York
| – | -$221K | -16,340 | Closed |
|
|
VKH
131
Virtu KCG Holdings
New York
| – | -$216K | -15,997 | Closed |
|
|
MAM
132
Martingale Asset Management
Boston,
Massachusetts
| – | -$178K | -13,150 | Closed |
|
133
Renaissance Technologies
New York
| – | -$170K | -12,594 | Closed |
|
|
WAM
134
World Asset Management
Detroit,
Michigan
| – | -$152K | -11,232 | Closed |
|
135
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -92 | Closed |
|
CVBF Hedge Fund Activity: Q4 2013 in Review
126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2013, worth a combined $1.09B — up 28% from $852M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CVBF positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 54 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.2M.
- 126 institutional investors held CVB Financial (CVBF) as of Q4 2013, up from 117 in Q3 2013.
- Funds reported $1.09B of CVB Financial stock for Q4 2013, up 28% quarter-over-quarter.
- 18 funds opened new CVB Financial positions in Q4 2013 and 9 closed out, a net change of +9 holders.
- The largest CVB Financial buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20M added.
- The largest CVB Financial seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.2M sold.
Based on aggregated 13F filings for Q4 2013.