We are live on ! Find out more
CVBF icon

CVB Financial
CVBF

185 hedge funds and large institutions have $1.92B invested in CVB Financial in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 174 → 185 (+11)

4% more capital invested

Capital invested by funds: $1.85B → $1.92B (+$69.3M)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

0.02% less ownership

Funds ownership: 65.02% → 65% (-0.02%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
56
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$16.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
3
BlackRock
BlackRock
New York
+$5.19M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.42M
5
Invesco
Invesco
Georgia
+$3.26M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$15.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.3M
3
Goldman Sachs
Goldman Sachs
New York
-$7.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.94M
5
SAM
Silvercrest Asset Management
New York
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$318K -$15.4K -700 -4%
ProShare Advisors
127
ProShare Advisors
Maryland
$318K +$9.85K +449 +3%
ECM
128
Everence Capital Management
Indiana
$290K +$302K +13,780 New
PP
129
Paloma Partners
Connecticut
$284K +$297K +13,523 New
MAFM
130
Mid Atlantic Financial Management
Pennsylvania
$274K – – –
RCM
131
Riverhead Capital Management
Delaware
$273K – – –
NA
132
Neuburgh Advisers
California
$245K – – –
O
133
OppenheimerFunds
New York
$229K +$239K +10,899 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$218K +$227K +10,359 New
GWM
135
Geneos Wealth Management
Colorado
$211K – – –
PA
136
Profund Advisors
Maryland
$205K -$33.1K -1,507 -13%
AIP
137
Ameritas Investment Partners
Nebraska
$196K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$172K -$34.3K -1,565 -16%
AFIA
139
America First Investment Advisors
Nebraska
$170K – – –
GI
140
Gradient Investments
Minnesota
$154K – – –
H
141
Hexavest
Quebec, Canada
$150K – – –
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$138K -$34.6K -1,579 -19%
First Manhattan
143
First Manhattan
New York
$114K – – –
SO
144
STRS Ohio
Ohio
$94K -$35.1K -1,600 -26%
AG
145
Advisor Group
Arizona
$92K +$51.2K +2,332 +115%
WT
146
Whittier Trust
California
$76K – – –
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$75K +$373 +17 +0.5%
LIA
148
LS Investment Advisors
Michigan
$64K – – –
RFA
149
Reilly Financial Advisors
California
$63K – – –
MOACM
150
Mutual of America Capital Management
New York
$61K +$8.12K +370 +15%
4 5
6
7 8

CVBF Hedge Fund Activity: Q1 2019 in Review

185 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2019, worth a combined $1.92B — up 3.8% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CVBF positions and 14 closed out — a net gain of 11 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was State Street, cutting an estimated $15.3M.

  • 185 institutional investors held CVB Financial (CVBF) as of Q1 2019, up from 174 in Q4 2018.
  • Funds reported $1.92B of CVB Financial stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 25 funds opened new CVB Financial positions in Q1 2019 and 14 closed out, a net change of +11 holders.
  • The largest CVB Financial buyer in Q1 2019 was Citadel Advisors, an estimated $16.2M added.
  • The largest CVB Financial seller in Q1 2019 was State Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.