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CVB Financial

187 hedge funds and large institutions have $1.99B invested in CVB Financial in 2019 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 36

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

2.44% more ownership

Funds ownership: 65.49%67.93% (+2.4%)

2% more funds holding

Funds holding: 183187 (+4)

3% more capital invested

Capital invested by funds: $1.93B → $1.99B (+$58.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
93
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Advisor Group
Arizona
$68K +$1.17K +56 +2%
RFA
152
Reilly Financial Advisors
California
$63K
QT
153
Quantamental Technologies
New York
$59K +$57.2K +2,736 +3,909%
AIC
154
Ameritas Investment Company
Nebraska
$57K +$56.1K +2,681 New
EIP
155
Ellis Investment Partners
Pennsylvania
$55K
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$46K -$1.84K -88 -4%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$28K -$16.1K -769 -37%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$26K
SWA
159
Sutton Wealth Advisors
Florida
$24.3K
PCG
160
Private Capital Group
Connecticut
$21K +$753 +36 +4%
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$17K -$8.09K -387 -32%
WC
162
Weil Company
California
$11K +$11.1K +530 New
VCM
163
Versant Capital Management
Arizona
$10K +$8.95K +428 +751%
ST
164
Smithfield Trust
Pennsylvania
$9K
NICM
165
Neo Ivy Capital Management
New York
$9K +$9.14K +437 New
BL
166
Balentine LLC
Georgia
$7K
CTC
167
Central Trust Company
Missouri
$6K +$6.07K +290 New
TRCT
168
Tower Research Capital (TRC)
New York
$5K -$266K -12,712 -98%
GAM
169
Gemmer Asset Management
California
$5K -$920 -44 -15%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$5K
FCA
171
FinTrust Capital Advisors
South Carolina
$5K +$586 +28 +15%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$4K -$63 -3 -2%
PA
173
Parallel Advisors
California
$4K
SFS
174
Sowell Financial Services
Arkansas
$4K +$4.18K +200 New
APA
175
American Portfolios Advisors
New York
$3.59K +$3.6K +172 New

CVBF Hedge Fund Activity: Q3 2019 in Review

187 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2019, worth a combined $1.99B — up 3% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CVBF positions and 17 closed out — a net gain of 4 holders — while 93 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $65.5M. The largest seller was Cliffwater, cutting an estimated $81.2M.

  • 187 institutional investors held CVB Financial (CVBF) as of Q3 2019, up from 183 in Q2 2019.
  • Funds reported $1.99B of CVB Financial stock for Q3 2019, up 3% quarter-over-quarter.
  • 21 funds opened new CVB Financial positions in Q3 2019 and 17 closed out, a net change of +4 holders.
  • The largest CVB Financial buyer in Q3 2019 was BlackRock, an estimated $65.5M added.
  • The largest CVB Financial seller in Q3 2019 was Cliffwater, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2019.