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CVB Financial
CVBF

Overview Fund Activity

151 hedge funds and large institutions have $1.69B invested in CVB Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
65
Reduced
54
Closed
10
Calls
$92K
Puts
$166K
Net Calls
-$74K
Net Calls Change
-$14K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$219M
2
Goldman Sachs
Goldman Sachs
New York
$84.8M
3
CRC
Curi RMB Capital
Illinois
$5.4M
4
SAM
Silvercrest Asset Management
New York
$81.1M
5
Deutsche Bank
Deutsche Bank
Germany
$4.38M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$165M
2
PAM
Panagora Asset Management
Massachusetts
$1.12M
3
Norges Bank
Norges Bank
Norway
$8.08M
4
BTW
Boston Trust Walden
Massachusetts
$16.8M
5
EIP
Epoch Investment Partners
New York
$8.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$100K +$11.1K +500 +13%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$98K +$10K +448 +11%
WT
128
Whittier Trust
California
$94K – – –
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$86K -$19K -841 -18%
LIA
130
LS Investment Advisors
Michigan
$86K +$5.39K +240 +7%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$76K +$1.32K +59 +2%
RFA
132
Reilly Financial Advisors
California
$67K – – –
Federated Hermes
133
Federated Hermes
Pennsylvania
$57K +$4.76K +213 +9%
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$50K -$1.87K -82 -4%
IR
135
Invictus RG
Bermuda
$48K -$32.1K -1,429 -40%
AG
136
Advisor Group
Arizona
$45K – – –
BL
137
Balentine LLC
Georgia
$27K +$2.01K +90 +8%
Bessemer Group
138
Bessemer Group
New Jersey
$23K +$23K +1,044 New
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$18K +$7.7K +338 +75%
PG
140
PEAK6 Group
Illinois
$14K -$32.5K -1,418 -70%
VCM
141
Versant Capital Management
Arizona
$12K +$2.75K +127 +30%
SWA
142
Sutton Wealth Advisors
Florida
$6.59K +$740 +33 +13%
GAM
143
Gemmer Asset Management
California
$6K +$1.86K +86 +45%
SEI Investments
144
SEI Investments
Pennsylvania
$5K +$329 +16 +7%
PA
145
Parallel Advisors
California
$4K – – –
WA
146
Winfield Associates
Ohio
$4K +$4K +167 New
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$4K +$4K +177 New
OAM
148
Oppenheimer Asset Management
New York
$2K -$892 -37 -31%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1K +$1K +63 New
BFC
150
Banc Funds Company
Illinois
– -$1.81M -81,975 Closed
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