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CVB Financial
CVBF

183 hedge funds and large institutions have $1.99B invested in CVB Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 10

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 162 → 183 (+21)

13% more capital invested

Capital invested by funds: $1.76B → $1.99B (+$228M)

7.7% less ownership

Funds ownership: 71.25% → 63.55% (-7.7%)

Holders
183
Holders Change
+21
Holders Change %
+12.96%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
33
Increased
78
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
C
Cliffwater
California
+$121M
2
ECA
Endeavour Capital Advisors
Connecticut
+$34.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$32.1M
4
BlackRock
BlackRock
New York
+$24.4M
5
State Street
State Street
Massachusetts
+$14M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.8M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$5.84M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.74M
4
Rafferty Asset Management
Rafferty Asset Management
New York
-$3.08M
5
Deutsche Bank
Deutsche Bank
Germany
-$2.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
176
Legacy Financial Advisors
Kentucky
$4K – – –
PA
177
Parallel Advisors
California
$4K – – –
PFBT
178
Parkside Financial Bank & Trust
Missouri
$2K – – –
SFSIG
179
San Francisco Sentry Investment Group
California
$2K +$2.6K +110 New
JA
180
JOYN Advisors
Georgia
$1K – – –
QCG
181
Quadrant Capital Group
Ohio
$1K – – –
Rafferty Asset Management
182
Rafferty Asset Management
New York
– -$3.08M -137,485 Closed
CCIA
183
Campbell & Co Investment Adviser
Maryland
– -$989K -44,130 Closed
MWNA
184
Marshall Wace North America
New York
– -$603K -26,884 Closed
Victory Capital Management
185
Victory Capital Management
Texas
– -$393K -17,540 Closed
SFI
186
Susquehanna Fundamental Investments
Pennsylvania
– -$388K -17,300 Closed
TC
187
TradeLink Capital
Illinois
– -$224K -10,000 Closed
Envestnet Asset Management
188
Envestnet Asset Management
Illinois
– -$151K -6,716 Closed
MA
189
MUFG Americas
New York
– -$10K -459 Closed
SEI Investments
190
SEI Investments
Pennsylvania
– -$10K -427 Closed
GBBWRPM
191
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$7K -298 Closed
HNB
192
Huntington National Bank
Ohio
– +$24 +1 New
CAG
193
Csenge Advisory Group
Florida
– +$685 +29 New
4 5 6 7
8

CVBF Hedge Fund Activity: Q3 2018 in Review

183 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2018, worth a combined $1.99B — up 13% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CVBF positions and 10 closed out — a net gain of 23 holders — while 78 added to existing stakes and 36 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $121M. The largest seller was Fidelity Investments, cutting an estimated $56.8M.

  • 183 institutional investors held CVB Financial (CVBF) as of Q3 2018, up from 162 in Q2 2018.
  • Funds reported $1.99B of CVB Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 33 funds opened new CVB Financial positions in Q3 2018 and 10 closed out, a net change of +23 holders.
  • The largest CVB Financial buyer in Q3 2018 was Cliffwater, an estimated $121M added.
  • The largest CVB Financial seller in Q3 2018 was Fidelity Investments, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2018.