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CVB Financial
CVBF

162 hedge funds and large institutions have $1.76B invested in CVB Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 158 → 162 (+4)

0.9% more ownership

Funds ownership: 70.35% → 71.25% (+0.9%)

0% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$8.04M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
61
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.2M
2
Goldman Sachs
Goldman Sachs
New York
+$10.3M
3
Invesco
Invesco
Georgia
+$9.85M
4
State Street
State Street
Massachusetts
+$8.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.2M
3
EVM
Eaton Vance Management
Massachusetts
-$4.92M
4
RBA
Richard Bernstein Advisors
New York
-$4.26M
5
CRC
Curi RMB Capital
Illinois
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
126
Gradient Investments
Minnesota
$164K – – –
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$151K +$4.07K +177 +3%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$142K – – –
H
129
Hexavest
Quebec, Canada
$126K – – –
First Manhattan
130
First Manhattan
New York
$122K – – –
WT
131
Whittier Trust
California
$89K -$4.83K -210 -5%
LIA
132
LS Investment Advisors
Michigan
$67K – – –
RFA
133
Reilly Financial Advisors
California
$67K – – –
CCM
134
Covington Capital Management
California
$57K – – –
SO
135
STRS Ohio
Ohio
$56K -$29.9K -1,300 -34%
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$56K +$31K +1,348 +117%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K +$2.71K +118 +5%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$53K +$17.7K +770 +48%
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$48K – – –
Citigroup
140
Citigroup
New York
$46K -$39K -1,694 -45%
AG
141
Advisor Group
Arizona
$46K +$1.22K +53 +3%
RFC
142
Regions Financial Corp
Alabama
$42K +$1.98K +86 +5%
Simplex Trading
143
Simplex Trading
Illinois
$41K +$14.3K +622 +51%
PAM
144
Panagora Asset Management
Massachusetts
$35K – – –
IA
145
IFP Advisors
Florida
$27K – – –
SWA
146
Sutton Wealth Advisors
Florida
$26.1K – – –
PCG
147
Private Capital Group
Connecticut
$21K +$21.7K +945 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$14K – – –
SEI Investments
149
SEI Investments
Pennsylvania
$10K -$20.5K -890 -68%
VCM
150
Versant Capital Management
Arizona
$10K -$713 -31 -6%
4 5
6
7 8

CVBF Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2018, worth a combined $1.76B — up 0.46% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVBF positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 162 institutional investors held CVB Financial (CVBF) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.76B of CVB Financial stock for Q2 2018, up 0.46% quarter-over-quarter.
  • 19 funds opened new CVB Financial positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest CVB Financial buyer in Q2 2018 was BlackRock, an estimated $26.2M added.
  • The largest CVB Financial seller in Q2 2018 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2018.