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CVB Financial
CVBF

187 hedge funds and large institutions have $1.99B invested in CVB Financial in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 36

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2.44% more ownership

Funds ownership: 65.49% → 67.93% (+2.4%)

2% more funds holding

Funds holding: 183 → 187 (+4)

3% more capital invested

Capital invested by funds: $1.93B → $1.99B (+$58.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
93
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$65.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.3M
5
Goldman Sachs
Goldman Sachs
New York
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$81.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$24M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$11.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.98M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHCM
126
Glen Harbor Capital Management
California
$334K – – –
CBT
127
Capital Bank & Trust
California
$327K +$1.74K +83 +0.5%
GC
128
Guggenheim Capital
Illinois
$320K +$18.5K +885 +6%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$304K -$1.16M -55,406 -79%
DADC
130
D.A. Davidson & Co
Montana
$303K -$16.4K -784 -5%
Verition Fund Management
131
Verition Fund Management
Connecticut
$295K -$204K -9,749 -41%
RCM
132
Riverhead Capital Management
Delaware
$271K – – –
MAFM
133
Mid Atlantic Financial Management
Pennsylvania
$250K – – –
NA
134
Neuburgh Advisers
California
$243K – – –
AIP
135
Ameritas Investment Partners
Nebraska
$238K – – –
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$234K +$235K +11,217 New
SO
137
STRS Ohio
Ohio
$227K – – –
II
138
Inspire Investing
Idaho
$223K +$12.8K +611 +6%
GWM
139
Geneos Wealth Management
Colorado
$209K – – –
Marshall Wace
140
Marshall Wace
United Kingdom
$182K -$116K -5,539 -39%
AFIA
141
America First Investment Advisors
Nebraska
$168K – – –
GI
142
Gradient Investments
Minnesota
$152K – – –
SG Americas Securities
143
SG Americas Securities
New York
$146K -$385K -18,414 -73%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$136K – – –
First Manhattan
145
First Manhattan
New York
$113K – – –
MOACM
146
Mutual of America Capital Management
New York
$103K +$26.3K +1,256 +34%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$99K +$36.9K +1,763 +60%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$76K +$544 +26 +0.7%
WT
149
Whittier Trust
California
$75K – – –
LIA
150
LS Investment Advisors
Michigan
$72K +$8.18K +391 +13%
4 5
6
7 8

CVBF Hedge Fund Activity: Q3 2019 in Review

187 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2019, worth a combined $1.99B — up 3% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CVBF positions and 17 closed out — a net gain of 4 holders — while 93 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $65.5M. The largest seller was Cliffwater, cutting an estimated $81.2M.

  • 187 institutional investors held CVB Financial (CVBF) as of Q3 2019, up from 183 in Q2 2019.
  • Funds reported $1.99B of CVB Financial stock for Q3 2019, up 3% quarter-over-quarter.
  • 21 funds opened new CVB Financial positions in Q3 2019 and 17 closed out, a net change of +4 holders.
  • The largest CVB Financial buyer in Q3 2019 was BlackRock, an estimated $65.5M added.
  • The largest CVB Financial seller in Q3 2019 was Cliffwater, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2019.