CVB Financial
CVBF
140 hedge funds and large institutions have $1.27B invested in CVB Financial in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 16 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 35
7% more capital invested
Capital invested by funds: $1.18B → $1.27B (+$82M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 144 → 140 (-4)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$15.3M |
| 2 |
Neuberger Berman Group
New York
|
+$14.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$9.54M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$7.96M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$7.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.2M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$5.52M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.53M |
| 4 |
GH
GAM Holding
Zurich,
Switzerland
|
-$1.52M |
| 5 |
ZIG
Zurich Insurance Group
Zurich,
Switzerland
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
151
D.A. Davidson & Co
Great Falls,
Montana
| – | -$27K | -1,609 | Closed |
|
|
WAS
152
WESPAC Advisors SoCal
Pasadena,
California
| – | -$18K | -1,100 | Closed |
|
153
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -276 | Closed |
|
|
TRCT
154
Tower Research Capital (TRC)
New York
| – | -$3K | -187 | Closed |
|
|
FHA
155
First Horizon Advisors
Memphis,
Tennessee
| – | +$16 | +1 | +4% |
|
|
CGT
156
Capital Guardian Trust
Los Angeles,
California
| – | +$300 | +19 | New |
|
CVBF Hedge Fund Activity: Q1 2016 in Review
140 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2016, worth a combined $1.27B — up 6.9% from $1.18B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CVBF and 12 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 66 added.
The largest buyer was Bank of New York Mellon, adding an estimated $15.3M. The largest seller was Fidelity Investments, cutting an estimated $17.2M.
- 140 institutional investors held CVB Financial (CVBF) as of Q1 2016, down from 144 in Q4 2015.
- Funds reported $1.27B of CVB Financial stock for Q1 2016, up 6.9% quarter-over-quarter.
- 12 funds opened new CVB Financial positions in Q1 2016 and 16 closed out, a net change of -4 holders.
- The largest CVB Financial buyer in Q1 2016 was Bank of New York Mellon, an estimated $15.3M added.
- The largest CVB Financial seller in Q1 2016 was Fidelity Investments, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2016.