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CVB Financial
CVBF

183 hedge funds and large institutions have $1.93B invested in CVB Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 46

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $1.92B → $1.93B (+$13.1M)

0.49% more ownership

Funds ownership: 65% → 65.49% (+0.49%)

1% less funds holding

Funds holding: 185 → 183 (-2)

Holders
183
Holders Change
-2
Holders Change %
-1.08%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
76
Reduced
46
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$22.9M
2
Wells Fargo
Wells Fargo
California
+$17.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$14.1M
4
N
Nuveen
North Carolina
+$10.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.9M

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$55M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.5M
3
BTW
Boston Trust Walden
Massachusetts
-$5.58M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.74M
5
3C
361 Capital
Colorado
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$311K -$6.84K -321 -2%
GC
127
Guggenheim Capital
Illinois
$304K +$308K +14,441 New
Marshall Wace
128
Marshall Wace
United Kingdom
$300K -$552K -25,919 -65%
ECM
129
Everence Capital Management
Indiana
$290K – – –
RCM
130
Riverhead Capital Management
Delaware
$273K – – –
TRCT
131
Tower Research Capital (TRC)
New York
$273K +$274K +12,853 +13,673%
GCP
132
GSA Capital Partners
United Kingdom
$268K -$265K -12,451 -49%
MAFM
133
Mid Atlantic Financial Management
Pennsylvania
$252K -$21.3K -1,000 -8%
NA
134
Neuburgh Advisers
California
$245K – – –
AIP
135
Ameritas Investment Partners
Nebraska
$240K +$44.9K +2,105 +23%
SO
136
STRS Ohio
Ohio
$229K +$136K +6,400 +142%
SSA
137
Schonfeld Strategic Advisors
New York
$223K +$226K +10,600 New
SCM
138
Shelton Capital Management
Colorado
$216K +$215K +10,072 +4,641%
II
139
Inspire Investing
Idaho
$212K +$215K +10,086 New
GWM
140
Geneos Wealth Management
Colorado
$210K – – –
PA
141
Profund Advisors
Maryland
$206K +$384 +18 +0.2%
AFIA
142
America First Investment Advisors
Nebraska
$169K – – –
GI
143
Gradient Investments
Minnesota
$154K – – –
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$137K – – –
QT
145
Quantbot Technologies
New York
$130K +$123K +5,755 +1,293%
First Manhattan
146
First Manhattan
New York
$114K – – –
MOACM
147
Mutual of America Capital Management
New York
$77K +$16.2K +760 +26%
WT
148
Whittier Trust
California
$76K – – –
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$76K +$490 +23 +0.6%
AG
150
Advisor Group
Arizona
$67K -$25K -1,175 -27%
4 5
6
7 8

CVBF Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2019, worth a combined $1.93B — up 0.68% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CVBF positions and 21 closed out — a net gain of 2 holders — while 76 added to existing stakes and 46 trimmed.

The largest buyer was BlackRock, adding an estimated $22.9M. The largest seller was Cliffwater, cutting an estimated $55M.

  • 183 institutional investors held CVB Financial (CVBF) as of Q2 2019, down from 185 in Q1 2019.
  • Funds reported $1.93B of CVB Financial stock for Q2 2019, up 0.68% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2019 and 21 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q2 2019 was BlackRock, an estimated $22.9M added.
  • The largest CVB Financial seller in Q2 2019 was Cliffwater, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2019.