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CVB Financial
CVBF

Overview Fund Activity

148 hedge funds and large institutions have $1.29B invested in CVB Financial in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
53
Reduced
52
Closed
9
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$17K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$14.8M
2
BFA
BlackRock Fund Advisors
California
+$10.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.77M
4
SAM
Silvercrest Asset Management
New York
+$3.61M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$3.2M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$6.99M
2
American Century Companies
American Century Companies
Missouri
-$5.05M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.51M
4
CIP
Champlain Investment Partners
Vermont
-$2.43M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$69K +$7.6K +433 +12%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K -$2.36K -134 -3%
WT
128
Whittier Trust
California
$64K -$12.4K -700 -16%
LIA
129
LS Investment Advisors
Michigan
$64K +$2.43K +138 +4%
Federated Hermes
130
Federated Hermes
Pennsylvania
$56K -$4.93K -281 -8%
RFA
131
Reilly Financial Advisors
California
$53K +$17.7K +1,000 +50%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$48K -$17.5K -994 -27%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$40K +$3.27K +185 +9%
ST
134
Spot Trading
Illinois
$28K -$59.5K -3,400 -68%
AG
135
Advisor Group
Arizona
$18K -$293 -17 -2%
BL
136
Balentine LLC
Georgia
$17K – – –
WOC
137
West Oak Capital
California
$9.38K +$70 +4 +0.8%
SO
138
STRS Ohio
Ohio
$8K -$11.2K -700 -58%
DADC
139
D.A. Davidson & Co
Montana
$6K – – –
TCIM
140
TIAA CREF Investment Management
New York
$5.64K +$55 +3,139 +1%
VCM
141
Versant Capital Management
Arizona
$5K -$342 -23 -6%
SWA
142
Sutton Wealth Advisors
Florida
$4.6K – – –
SEI Investments
143
SEI Investments
Pennsylvania
$3K -$32.5K -1,863 -92%
GAM
144
Gemmer Asset Management
California
$3K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$2K -$16.1K -805 -89%
WTB
146
Washington Trust Bank
Washington
$2K +$2K +88 New
QCG
147
Quadrant Capital Group
Ohio
$1K – – –
VOYA Investment Management
148
VOYA Investment Management
Georgia
$770 – – –
American Century Companies
149
American Century Companies
Missouri
– -$5.05M -308,232 Closed
Rafferty Asset Management
150
Rafferty Asset Management
New York
– -$576K -35,169 Closed
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