CVB Financial
CVBF
148 hedge funds and large institutions have $1.29B invested in CVB Financial in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $1.19B → $1.29B (+$104M)
2% more funds holding
Funds holding: 145 → 148 (+3)
2% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 52
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $255K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$14.3M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.87M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.57M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$3.49M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
-$6.75M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$5.05M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.43M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$2.35M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
151
Paloma Partners
Greenwich,
Connecticut
| – | -$367K | -22,441 | Closed |
|
|
RJA
152
Raymond James & Associates
St Petersburg,
Florida
| – | -$231K | -14,081 | Closed |
|
153
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$221K | -13,503 | Closed |
|
|
DT
154
Diversified Trust
Memphis,
Tennessee
| – | -$192K | -11,700 | Closed |
|
|
SCM
155
Southport Capital Management
Chattanooga,
Tennessee
| – | -$137K | -8,387 | Closed |
|
156
Walleye Trading
New York
| – | -$33K | -1,989 | Closed |
|
157
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9K | -568 | Closed |
|
CVBF Hedge Fund Activity: Q3 2016 in Review
148 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2016, worth a combined $1.29B — up 8.7% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CVBF positions and 9 closed out — a net gain of 3 holders — while 53 added to existing stakes and 52 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $14.3M. The largest seller was WCM Investment Management, cutting an estimated $6.75M.
- 148 institutional investors held CVB Financial (CVBF) as of Q3 2016, up from 145 in Q2 2016.
- Funds reported $1.29B of CVB Financial stock for Q3 2016, up 8.7% quarter-over-quarter.
- 12 funds opened new CVB Financial positions in Q3 2016 and 9 closed out, a net change of +3 holders.
- The largest CVB Financial buyer in Q3 2016 was Neuberger Berman Group, an estimated $14.3M added.
- The largest CVB Financial seller in Q3 2016 was WCM Investment Management, an estimated $6.75M sold.
Based on aggregated 13F filings for Q3 2016.