We are live on ! Find out more
CVBF icon

CVB Financial
CVBF

185 hedge funds and large institutions have $1.92B invested in CVB Financial in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 174 → 185 (+11)

4% more capital invested

Capital invested by funds: $1.85B → $1.92B (+$69.3M)

0% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 56

0.02% less ownership

Funds ownership: 65.02% → 65% (-0.02%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
185
Holders Change
+11
Holders Change %
+6.32%
% of All Funds
4%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
25
Increased
56
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$16.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
3
BlackRock
BlackRock
New York
+$5.19M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.42M
5
Invesco
Invesco
Georgia
+$3.26M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$15.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.3M
3
Goldman Sachs
Goldman Sachs
New York
-$7.13M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.94M
5
SAM
Silvercrest Asset Management
New York
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$3K +$2.85K +130 New
QCG
177
Quadrant Capital Group
Ohio
$2K – – –
TRCT
178
Tower Research Capital (TRC)
New York
$2K +$746 +34 +57%
RCAG
179
Rehmann Capital Advisory Group
Michigan
$1.46K – – –
CAW
180
Cornerstone Advisors (Washington)
Washington
$1K – – –
LC
181
Lindbrook Capital
California
$1K – – –
HGWM
182
Harvest Group Wealth Management
Massachusetts
$1K +$965 +44 New
QT
183
Quantamental Technologies
New York
$1K +$1.03K +47 New
CFGS
184
Concourse Financial Group Securities
Alabama
$1K +$1.71K +78 New
GT
185
Glenmede Trust
Pennsylvania
$13 – – –
Two Sigma Advisers
186
Two Sigma Advisers
New York
– -$3.86M -190,931 Closed
FCM
187
FJ Capital Management
Virginia
– -$2.75M -136,000 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– -$1.57M -77,675 Closed
QCM
189
Quantinno Capital Management
New York
– -$489K -24,183 Closed
HT
190
HAP Trading
New York
– -$382K -18,879 Closed
PM
191
Parametrica Management
Hong Kong
– -$283K -14,003 Closed
RQS
192
Ramsey Quantitative Systems
Kentucky
– -$224K -11,072 Closed
Bessemer Group
193
Bessemer Group
New Jersey
– -$18K -889 Closed
ER
194
Enlightenment Research
Florida
– -$6K -300 Closed
PCM
195
Prelude Capital Management
New York
– -$6K -275 Closed
JA
196
JOYN Advisors
Georgia
– -$5K -242 Closed
Federated Hermes
197
Federated Hermes
Pennsylvania
– -$4K -176 Closed
BCA
198
Berman Capital Advisors
Georgia
– -$1K -55 Closed
4 5 6 7
8

CVBF Hedge Fund Activity: Q1 2019 in Review

185 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2019, worth a combined $1.92B — up 3.8% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CVBF positions and 14 closed out — a net gain of 11 holders — while 56 added to existing stakes and 56 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $16.2M. The largest seller was State Street, cutting an estimated $15.3M.

  • 185 institutional investors held CVB Financial (CVBF) as of Q1 2019, up from 174 in Q4 2018.
  • Funds reported $1.92B of CVB Financial stock for Q1 2019, up 3.8% quarter-over-quarter.
  • 25 funds opened new CVB Financial positions in Q1 2019 and 14 closed out, a net change of +11 holders.
  • The largest CVB Financial buyer in Q1 2019 was Citadel Advisors, an estimated $16.2M added.
  • The largest CVB Financial seller in Q1 2019 was State Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.