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CVB Financial

156 hedge funds and large institutions have $1.87B invested in CVB Financial in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.69B → $1.87B (+$185M)

3% more funds holding

Funds holding: 151156 (+5)

2% more ownership

Funds ownership: 68.25%70.25% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
14
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$180K
CCM
127
Cutler Capital Management
Massachusetts
$145K
H
128
Hexavest
Quebec, Canada
$136K
First Manhattan
129
First Manhattan
New York
$131K
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$116K -$48.6K -2,254 -32%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$106K
WT
132
Whittier Trust
California
$102K
SO
133
STRS Ohio
Ohio
$84K -$21.6K -1,000 -22%
LIA
134
LS Investment Advisors
Michigan
$81K -$10.1K -467 -12%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$79K -$2.8K -130 -4%
RFA
136
Reilly Financial Advisors
California
$73K
CCM
137
Covington Capital Management
California
$62K +$55K +2,550 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$58K -$3.3K -153 -6%
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$57K +$51.5K +2,389 New
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$53K +$43 +2 +0.1%
Citigroup
141
Citigroup
New York
$49K -$1.62M -75,195 -97%
AG
142
Advisor Group
Arizona
$48K
PAM
143
Panagora Asset Management
Massachusetts
$38K -$1.04M -48,425 -97%
BL
144
Balentine LLC
Georgia
$34K +$3.88K +180 +15%
SEI Investments
145
SEI Investments
Pennsylvania
$31K +$22.7K +1,054 +434%
SWA
146
Sutton Wealth Advisors
Florida
$28.2K +$18.8K +871 +296%
Bessemer Group
147
Bessemer Group
New Jersey
$25K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$18K -$280 -13 -2%
VCM
149
Versant Capital Management
Arizona
$11K -$1.57K -73 -13%
GAM
150
Gemmer Asset Management
California
$7K

CVBF Hedge Fund Activity: Q3 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2017, worth a combined $1.87B — up 11% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CVBF positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.9M. The largest seller was State Street, cutting an estimated $7.85M.

  • 156 institutional investors held CVB Financial (CVBF) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $1.87B of CVB Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 20 funds opened new CVB Financial positions in Q3 2017 and 14 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q3 2017 was Fidelity Investments, an estimated $27.9M added.
  • The largest CVB Financial seller in Q3 2017 was State Street, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2017.