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CVB Financial
CVBF

162 hedge funds and large institutions have $1.76B invested in CVB Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 158 → 162 (+4)

0.9% more ownership

Funds ownership: 70.35% → 71.25% (+0.9%)

0% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$8.04M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
61
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$26.2M
2
Goldman Sachs
Goldman Sachs
New York
+$10.3M
3
Invesco
Invesco
Georgia
+$9.85M
4
State Street
State Street
Massachusetts
+$8.46M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.1M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.2M
3
EVM
Eaton Vance Management
Massachusetts
-$4.92M
4
RBA
Richard Bernstein Advisors
New York
-$4.26M
5
CRC
Curi RMB Capital
Illinois
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
151
MUFG Americas
New York
$10K +$10.6K +459 New
ST
152
Smithfield Trust
Pennsylvania
$9K – – –
MOACM
153
Mutual of America Capital Management
New York
$8K +$8.67K +377 New
GBBWRPM
154
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$6.85K +298 New
GAM
155
Gemmer Asset Management
California
$6K – – –
LFA
156
Legacy Financial Advisors
Kentucky
$5K – – –
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
PA
158
Parallel Advisors
California
$4K – – –
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$4K +$575 +25 +15%
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2K – – –
QCG
161
Quadrant Capital Group
Ohio
$1K – – –
JA
162
JOYN Advisors
Georgia
$1K +$736 +32 New
RBA
163
Richard Bernstein Advisors
New York
– -$4.26M -188,395 Closed
Renaissance Technologies
164
Renaissance Technologies
New York
– -$2.18M -96,194 Closed
MIAN
165
Mariner Independent Advisor Network
Kansas
– -$1.6M -70,893 Closed
Millennium Management
166
Millennium Management
New York
– -$958K -42,323 Closed
TAM
167
Tiverton Asset Management
Delaware
– -$848K -37,476 Closed
CSS
168
Cubist Systematic Strategies
Connecticut
– -$486K -21,483 Closed
AIMCA
169
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$485K -21,400 Closed
DWM
170
Destination Wealth Management
California
– -$354K -15,650 Closed
JG
171
Jefferies Group
New York
– -$351K -15,500 Closed
KI
172
Koch Industries
Kansas
– -$347K -15,334 Closed
HSBC Holdings
173
HSBC Holdings
United Kingdom
– -$344K -15,170 Closed
PO
174
Private Ocean
California
– -$99K -4,400 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$7K -288 Closed
4 5 6
7
8

CVBF Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2018, worth a combined $1.76B — up 0.46% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVBF positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 162 institutional investors held CVB Financial (CVBF) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.76B of CVB Financial stock for Q2 2018, up 0.46% quarter-over-quarter.
  • 19 funds opened new CVB Financial positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest CVB Financial buyer in Q2 2018 was BlackRock, an estimated $26.2M added.
  • The largest CVB Financial seller in Q2 2018 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2018.