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CVB Financial
CVBF

178 hedge funds and large institutions have $1.58B invested in CVB Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2.02% less ownership

Funds ownership: 72.22% → 70.19% (-2%)

3% less funds holding

Funds holding: 184 → 178 (-6)

14% less capital invested

Capital invested by funds: $1.83B → $1.58B (-$254M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

84% less call options, than puts

Call options by funds: $241K | Put options by funds: $1.54M

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
16
Increased
58
Reduced
74
Closed
22
Calls
$241K
Puts
$1.54M
Net Calls
-$1.29M
Net Calls Change
-$1.51M

Top Buyers

Rank Fund Capital Flow
1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$7.78M
2
Wells Fargo
Wells Fargo
California
+$6.26M
3
Man Group
Man Group
United Kingdom
+$3.74M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.79M
5
First Trust Advisors
First Trust Advisors
Illinois
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$14.4M
2
BTW
Boston Trust Walden
Massachusetts
-$13.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$12.3M
4
PA
Parallel Advisors
California
-$10.7M
5
State Street
State Street
Massachusetts
-$9.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$256K +$163K +9,137 +147%
CC
127
Cipher Capital
New York
$206K -$317K -17,783 -59%
CIBC Asset Management
128
CIBC Asset Management
Ontario, Canada
$206K +$2.61K +146 +1%
DT
129
Diversified Trust
Tennessee
$205K – – –
AB
130
Amalgamated Bank
New York
$203K -$1.71K -96 -0.8%
OR
131
Olympiad Research
Connecticut
$202K +$217K +12,169 New
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$191K +$205K +11,500 New
AIP
133
Ameritas Investment Partners
Nebraska
$190K – – –
GTCM
134
Gyon Technologies Capital Management
New Jersey
$167K -$28.8K -1,611 -14%
PAM
135
Panagora Asset Management
Massachusetts
$167K – – –
AI
136
Atom Investors
Texas
$167K +$180K +10,066 New
GI
137
Gradient Investments
Minnesota
$114K – – –
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$107K +$16.1K +901 +16%
Macquarie Group
139
Macquarie Group
Australia
$92K – – –
Osaic Holdings
140
Osaic Holdings
Arizona
$92K +$1.18K +66 +1%
First Manhattan
141
First Manhattan
New York
$90K – – –
BG
142
Bollard Group
Massachusetts
$86K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
143
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$69K +$74.4K +4,167 New
SO
144
STRS Ohio
Ohio
$64K -$80.3K -4,500 -54%
WT
145
Whittier Trust
California
$60K – – –
RFA
146
Reilly Financial Advisors
California
$50K – – –
KBC Group
147
KBC Group
Belgium
$48K +$50.7K +2,842 New
EIP
148
Ellis Investment Partners
Pennsylvania
$44K – – –
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$43K +$2.91K +163 +7%
GT
150
Glenmede Trust
Pennsylvania
$32K +$2.45K +137 +7%
4 5
6
7 8

CVBF Hedge Fund Activity: Q3 2020 in Review

178 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2020, worth a combined $1.58B — down 14% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CVBF and 16 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 58 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.78M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 178 institutional investors held CVB Financial (CVBF) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $1.58B of CVB Financial stock for Q3 2020, down 14% quarter-over-quarter.
  • 16 funds opened new CVB Financial positions in Q3 2020 and 22 closed out, a net change of -6 holders.
  • The largest CVB Financial buyer in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $7.78M added.
  • The largest CVB Financial seller in Q3 2020 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2020.