CVB Financial
CVBF
149 hedge funds and large institutions have $1.68B invested in CVB Financial in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
1% more funds holding
Funds holding: 148 → 149 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 69.56% → 69.12% (-0.44%)
3% less capital invested
Capital invested by funds: $1.73B → $1.68B (-$45.4M)
9% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 55
47% less call options, than puts
Call options by funds: $68K | Put options by funds: $128K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$283M |
| 2 |
State Street
Boston,
Massachusetts
|
+$13.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.4M |
| 4 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
+$6.66M |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$2.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$13M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$7.15M |
| 3 |
Goldman Sachs
New York
|
-$3.76M |
| 4 |
Morgan Stanley
New York
|
-$3.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$2.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
WCM Investment Management
Laguna Beach,
California
| – | -$1.96M | -85,321 | Closed |
|
|
PRCM
152
Pine River Capital Management
Minnetonka,
Minnesota
| – | -$539K | -23,496 | Closed |
|
153
HSBC Holdings
London,
United Kingdom
| – | -$468K | -20,380 | Closed |
|
154
Squarepoint
New York
| – | -$290K | -12,631 | Closed |
|
|
TRCT
155
Tower Research Capital (TRC)
New York
| – | -$67K | -2,917 | Closed |
|
|
MBT
156
Montecito Bank & Trust
Santa Barbara,
California
| – | -$5K | -231 | Closed |
|
157
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -120 | Closed |
|
|
TSW
158
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$2K | -106 | Closed |
|
159
Parallax Volatility Advisers
San Francisco,
California
| – | -$2K | -73 | Closed |
|
|
RWML
160
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| – | -$1.1K | -48 | Closed |
|
CVBF Hedge Fund Activity: Q1 2017 in Review
149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2017, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CVBF positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 55 trimmed.
The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Epoch Investment Partners, cutting an estimated $13M.
- 149 institutional investors held CVB Financial (CVBF) as of Q1 2017, up from 148 in Q4 2016.
- Funds reported $1.68B of CVB Financial stock for Q1 2017, down 2.6% quarter-over-quarter.
- 17 funds opened new CVB Financial positions in Q1 2017 and 11 closed out, a net change of +6 holders.
- The largest CVB Financial buyer in Q1 2017 was BlackRock, an estimated $283M added.
- The largest CVB Financial seller in Q1 2017 was Epoch Investment Partners, an estimated $13M sold.
Based on aggregated 13F filings for Q1 2017.