CVB Financial
CVBF
151 hedge funds and large institutions have $1.69B invested in CVB Financial in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
20% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 54
1% more funds holding
Funds holding: 149 → 151 (+2)
0% more capital invested
Capital invested by funds: $1.68B → $1.69B (+$6.32M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.87% less ownership
Funds ownership: 69.12% → 68.25% (-0.87%)
45% less call options, than puts
Call options by funds: $92K | Put options by funds: $166K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.83M |
| 2 |
Goldman Sachs
New York
|
+$5.88M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$5.15M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$4.78M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.8M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$7.22M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$4.68M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$3.3M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$3.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
151
Siena Capital Partners
Chicago,
Illinois
| – | -$991K | -46,338 | Closed |
|
152
Wellington Management Group
Boston,
Massachusetts
| – | -$747K | -33,837 | Closed |
|
|
TU
153
TDAM USA
Toronto,
Ontario, Canada
| – | -$580K | -26,257 | Closed |
|
|
JMPWA
154
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$535K | -24,235 | Closed |
|
|
VKH
155
Virtu KCG Holdings
New York
| – | -$286K | -12,969 | Closed |
|
|
N
156
Natixis
Paris,
France
| – | -$244K | -11,056 | Closed |
|
|
RQS
157
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$408K | -8,484 | Closed |
|
158
Walleye Trading
New York
| – | -$53 | -2,421 | Closed |
|
|
MAM
159
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -119 | Closed |
|
|
PFBT
160
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.41K | -66 | -81% |
|
CVBF Hedge Fund Activity: Q2 2017 in Review
151 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2017, worth a combined $1.69B — up 0.38% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CVBF positions and 10 closed out — a net gain of 3 holders — while 65 added to existing stakes and 54 trimmed.
The largest buyer was Vanguard Group, adding an estimated $7.83M. The largest seller was Fidelity Investments, cutting an estimated $10.8M.
- 151 institutional investors held CVB Financial (CVBF) as of Q2 2017, up from 149 in Q1 2017.
- Funds reported $1.69B of CVB Financial stock for Q2 2017, up 0.38% quarter-over-quarter.
- 13 funds opened new CVB Financial positions in Q2 2017 and 10 closed out, a net change of +3 holders.
- The largest CVB Financial buyer in Q2 2017 was Vanguard Group, an estimated $7.83M added.
- The largest CVB Financial seller in Q2 2017 was Fidelity Investments, an estimated $10.8M sold.
Based on aggregated 13F filings for Q2 2017.