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CVB Financial
CVBF

130 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

5% more capital invested

Capital invested by funds: $1.01B → $1.07B (+$53.3M)

2% more funds holding

Funds holding: 128 → 130 (+2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
44
Closed
13
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$10K

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$16.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$15.5M
3
Norges Bank
Norges Bank
Norway
+$13.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.07M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.11M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$4.73M
2
ICOM
Investment Counselors of Maryland
Maryland
-$3.77M
3
BFC
Banc Funds Company
Illinois
-$2.3M
4
EIP
Epoch Investment Partners
New York
-$1.62M
5
Morgan Stanley
Morgan Stanley
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$5K – – –
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GAM
128
Gemmer Asset Management
California
$2K – – –
Bessemer Group
129
Bessemer Group
New Jersey
$1K +$933 +62 New
Allianz Asset Management
130
Allianz Asset Management
Germany
– -$4.73M -297,390 Closed
ICOM
131
Investment Counselors of Maryland
Maryland
– -$3.77M -237,100 Closed
BFC
132
Banc Funds Company
Illinois
– -$2.3M -144,897 Closed
Millennium Management
133
Millennium Management
New York
– -$1.3M -81,486 Closed
Citadel Advisors
134
Citadel Advisors
Florida
– -$1.05M -66,276 Closed
Stifel Financial
135
Stifel Financial
Missouri
– -$504K -31,684 Closed
DTL
136
Dynamic Technology Lab
Singapore
– -$444K -27,929 Closed
PAM
137
Princeton Alpha Management
New Jersey
– -$391K -24,608 Closed
QT
138
Quantbot Technologies
New York
– -$334K -21,014 Closed
NCCM
139
Nine Chapters Capital Management
New Jersey
– -$258K -16,200 Closed
AL
140
Airain Ltd
Guernsey
– -$208K -13,112 Closed
SB
141
Suntrust Banks
Georgia
– -$197K -12,420 Closed
GCP
142
GSA Capital Partners
United Kingdom
– -$186K -11,700 Closed
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
– +$120 +8 New
2 3 4 5
6

CVBF Hedge Fund Activity: Q2 2014 in Review

130 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2014, worth a combined $1.07B — up 5.3% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CVBF positions and 13 closed out — a net gain of 2 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $16.4M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $4.73M sold.

  • 130 institutional investors held CVB Financial (CVBF) as of Q2 2014, up from 128 in Q1 2014.
  • Funds reported $1.07B of CVB Financial stock for Q2 2014, up 5.3% quarter-over-quarter.
  • 15 funds opened new CVB Financial positions in Q2 2014 and 13 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q2 2014 was Champlain Investment Partners, an estimated $16.4M added.
  • The largest CVB Financial seller in Q2 2014 was Allianz Asset Management, an estimated $4.73M sold.

Based on aggregated 13F filings for Q2 2014.