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CVB Financial

149 hedge funds and large institutions have $1.68B invested in CVB Financial in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 69.56%69.12% (-0.44%)

3% less capital invested

Capital invested by funds: $1.73B → $1.68B (-$45.4M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

47% less call options, than puts

Call options by funds: $68K | Put options by funds: $128K

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
50
Reduced
55
Closed
11
Calls
$68K
Puts
$128K
Net Calls
-$60K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
126
Riverhead Capital Management
Delaware
$93K -$9.14K -400 -9%
WT
127
Whittier Trust
California
$93K +$13.6K +597 +17%
SO
128
STRS Ohio
Ohio
$88K -$20.6K -900 -18%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$87K
LIA
130
LS Investment Advisors
Michigan
$79K -$4.84K -212 -6%
IR
131
Invictus RG
Bermuda
$79K +$81.5K +3,564 New
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K -$6.06K -265 -7%
RFA
133
Reilly Financial Advisors
California
$66K
Federated Hermes
134
Federated Hermes
Pennsylvania
$52K -$12.5K -548 -19%
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$50K +$69 +3 +0.1%
PG
136
PEAK6 Group
Illinois
$45K +$46.4K +2,028 New
AG
137
Advisor Group
Arizona
$44K +$26.6K +1,166 +139%
BL
138
Balentine LLC
Georgia
$25K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$10K +$10.1K +441 +4,009%
VCM
140
Versant Capital Management
Arizona
$9K +$2.1K +92 +27%
SWA
141
Sutton Wealth Advisors
Florida
$5.76K
SEI Investments
142
SEI Investments
Pennsylvania
$5K
GAM
143
Gemmer Asset Management
California
$4K
PA
144
Parallel Advisors
California
$4K
MAM
145
Meeder Asset Management
Ohio
$3K +$2.72K +119 New
OAM
146
Oppenheimer Asset Management
New York
$3K +$2.74K +120 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$2K +$731 +32 +65%
QCG
148
Quadrant Capital Group
Ohio
$1K
Walleye Trading
149
Walleye Trading
New York
$53 +$55.3K +2,421 New
CC
150
Cipher Capital
New York
-$2.01M -87,506 Closed

CVBF Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2017, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CVBF positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Epoch Investment Partners, cutting an estimated $13M.

  • 149 institutional investors held CVB Financial (CVBF) as of Q1 2017, up from 148 in Q4 2016.
  • Funds reported $1.68B of CVB Financial stock for Q1 2017, down 2.6% quarter-over-quarter.
  • 17 funds opened new CVB Financial positions in Q1 2017 and 11 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest CVB Financial seller in Q1 2017 was Epoch Investment Partners, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.