CVBF icon

CVB Financial
CVBF

Overview Fund Activity

145 hedge funds and large institutions have $1.19B invested in CVB Financial in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
54
Reduced
46
Closed
8
Calls
–
Puts
$238K
Net Calls
-$238K
Net Calls Change
-$238K

Top Buyers

1
RCM
Riverhead Capital Management
Delaware
+$8.73M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.59M
3
BTW
Boston Trust Walden
Massachusetts
+$8.47M
4
SAM
Silvercrest Asset Management
New York
+$6.22M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.32M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.5M
2
WC
Walthausen & Co
New York
-$11M
3
WCM
Wedge Capital Management
North Carolina
-$8.25M
4
American Century Companies
American Century Companies
Missouri
-$4.86M
5
WCM Investment Management
WCM Investment Management
California
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$60K -$169K -10,477 -74%
Federated Hermes
127
Federated Hermes
Pennsylvania
$57K -$8.59K -524 -13%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$57K – – –
LIA
129
LS Investment Advisors
Michigan
$57K +$2.12K +130 +4%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$34K +$16.4K +1,002 +93%
SEI Investments
131
SEI Investments
Pennsylvania
$33K -$7.31K -451 -18%
RFA
132
Reilly Financial Advisors
California
$33K – – –
Walleye Trading
133
Walleye Trading
New York
$33K +$33K +1,989 New
SO
134
STRS Ohio
Ohio
$19K -$47.5K -3,000 -71%
AG
135
Advisor Group
Arizona
$17K +$17K +1,062 New
BL
136
Balentine LLC
Georgia
$15K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$15K +$15K +905 New
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$9K -$349 -22 -4%
WOC
139
West Oak Capital
California
$8.67K +$66 +4 +0.8%
VCM
140
Versant Capital Management
Arizona
$5K – – –
Barclays
141
Barclays
United Kingdom
$5K +$5K +333 New
DADC
142
D.A. Davidson & Co
Montana
$5K +$5K +350 New
SWA
143
Sutton Wealth Advisors
Florida
$4.28K +$246 +15 +6%
GAM
144
Gemmer Asset Management
California
$3K +$922 +59 +44%
QCG
145
Quadrant Capital Group
Ohio
$1K – – –
WC
146
Walthausen & Co
New York
– -$11M -628,361 Closed
SFM
147
Systematic Financial Management
New Jersey
– -$1.82M -104,145 Closed
Schroder Investment Management Group
148
Schroder Investment Management Group
United Kingdom
– -$1.47M -84,300 Closed
PAM
149
Princeton Alpha Management
New Jersey
– -$340K -19,485 Closed
CCMH
150
Cornerstone Capital Management Holdings
New York
– -$191K -10,953 Closed
3 4 5
6
7