CVB Financial
CVBF
163 hedge funds and large institutions have $1.83B invested in CVB Financial in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 19 closing their positions.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
34% more call options, than puts
Call options by funds: $443K | Put options by funds: $330K
14% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 49
4% more funds holding
Funds holding: 156 → 163 (+7)
0.32% more ownership
Funds ownership: 70.25% → 70.58% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $1.87B → $1.83B (-$38.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$16.6M |
| 2 |
BlackRock
New York
|
+$8.33M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.9M |
| 4 |
JP Morgan Chase
New York
|
+$3.93M |
| 5 |
Goldman Sachs
New York
|
+$3.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$10.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.93M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$9.36M |
| 4 |
Bank of New York Mellon
New York
|
-$2.65M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$2.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
176
Southport Capital Management
Chattanooga,
Tennessee
| – | -$203K | -8,387 | Closed |
|
|
CCM
177
Cutler Capital Management
Worcester,
Massachusetts
| – | -$145K | -6,000 | Closed |
|
178
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$58K | -2,397 | Closed |
|
179
Bessemer Group
Woodbridge,
New Jersey
| – | -$25K | -1,044 | Closed |
|
|
OAM
180
Oppenheimer Asset Management
New York
| – | -$1K | -35 | Closed |
|
|
PFBT
181
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$71 | +3 | +25% |
|
|
CBT
182
Capital Bank & Trust
Irvine,
California
| – | +$451 | +19 | New |
|
CVBF Hedge Fund Activity: Q4 2017 in Review
163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2017, worth a combined $1.83B — down 2.1% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CVBF positions and 19 closed out — a net gain of 7 holders — while 56 added to existing stakes and 49 trimmed.
The largest buyer was State Street, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $10.4M.
- 163 institutional investors held CVB Financial (CVBF) as of Q4 2017, up from 156 in Q3 2017.
- Funds reported $1.83B of CVB Financial stock for Q4 2017, down 2.1% quarter-over-quarter.
- 26 funds opened new CVB Financial positions in Q4 2017 and 19 closed out, a net change of +7 holders.
- The largest CVB Financial buyer in Q4 2017 was State Street, an estimated $16.6M added.
- The largest CVB Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2017.