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CVB Financial

158 hedge funds and large institutions have $1.75B invested in CVB Financial in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

830% more call options, than puts

Call options by funds: $716K | Put options by funds: $77K

39% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 46

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.23% less ownership

Funds ownership: 70.58%70.35% (-0.23%)

4% less capital invested

Capital invested by funds: $1.83B → $1.75B (-$78.6M)

3% less funds holding

Funds holding: 163158 (-5)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
158
Holders Change
-5
Holders Change %
-3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
64
Reduced
46
Closed
17
Calls
$716K
Puts
$77K
Net Calls
+$639K
Net Calls Change
+$526K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gemmer Asset Management
California
$6K
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$5K
WAM
153
Wealthspire Advisors (Maryland)
Maryland
$4K -$4.16K -177 -51%
PA
154
Parallel Advisors
California
$4K
LFA
155
Legacy Financial Advisors
Kentucky
$4K +$3.06K +130 +144%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$2K +$1.55K +66 +440%
QCG
157
Quadrant Capital Group
Ohio
$1K
Bessemer Group
158
Bessemer Group
New Jersey
$1K +$1.29K +55 New
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
-$1.77M -75,223 Closed
ZIG
160
Zurich Insurance Group
Switzerland
-$964K -40,900 Closed
DTL
161
Dynamic Technology Lab
Singapore
-$919K -39,038 Closed
Mariner
162
Mariner
Kansas
-$908K -38,545 Closed
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
-$372K -15,792 Closed
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
-$356K -15,148 Closed
Tudor Investment Corp
165
Tudor Investment Corp
Connecticut
-$295K -12,524 Closed
O
166
OppenheimerFunds
New York
-$274K -11,632 Closed
AFP
167
Ausdal Financial Partners
Iowa
-$268K -11,366 Closed
IHL
168
Investment House LLC
California
-$203K -8,600 Closed
VF
169
Virtu Financial
New York
-$201K -8,532 Closed
II
170
Inspire Investing
Idaho
-$102K -4,339 Closed
PG
171
PEAK6 Group
Illinois
-$96.8K -4,115 Closed
BL
172
Balentine LLC
Georgia
-$33K -1,390 Closed
AssetMark Inc
173
AssetMark Inc
California
-$2K -75 Closed
STA
174
Summit Trail Advisors
New York
-$1K -27 Closed

CVBF Hedge Fund Activity: Q1 2018 in Review

158 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2018, worth a combined $1.75B — down 4.3% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CVBF and 14 opened new positions — a net loss of 3 holders — while 46 trimmed existing stakes and 64 added.

The largest buyer was Eaton Vance Management, adding an estimated $5.04M. The largest seller was Fidelity Investments, cutting an estimated $14.4M.

  • 158 institutional investors held CVB Financial (CVBF) as of Q1 2018, down from 163 in Q4 2017.
  • Funds reported $1.75B of CVB Financial stock for Q1 2018, down 4.3% quarter-over-quarter.
  • 14 funds opened new CVB Financial positions in Q1 2018 and 17 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q1 2018 was Eaton Vance Management, an estimated $5.04M added.
  • The largest CVB Financial seller in Q1 2018 was Fidelity Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.