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CVB Financial
CVBF

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: 183 → 187 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$65.5M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$19.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$14.3M
5
Goldman Sachs
Goldman Sachs
New York
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
C
Cliffwater
California
-$81.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$24M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$11.2M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.98M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
176
Harvest Group Wealth Management
Massachusetts
$3K +$1.82K +87 +198%
PRC
177
Pearl River Capital
Michigan
$2K -$11.9K -569 -85%
CFGS
178
Concourse Financial Group Securities
Alabama
$2K – – –
QCG
179
Quadrant Capital Group
Ohio
$2K – – –
RCAG
180
Rehmann Capital Advisory Group
Michigan
$1.47K – – –
LC
181
Lindbrook Capital
California
$1K -$941 -45 -50%
CAW
182
Cornerstone Advisors (Washington)
Washington
$1K – – –
MAM
183
Meeder Asset Management
Ohio
$1K +$1.32K +63 New
GT
184
Glenmede Trust
Pennsylvania
$23 +$9.68K +463 +70%
William Blair Investment Management
185
William Blair Investment Management
Illinois
– -$11.2M -531,543 Closed
Canada Life
186
Canada Life
Manitoba, Canada
– -$2.9M -137,774 Closed
ERSOT
187
Employees Retirement System of Texas
Texas
– -$1.49M -71,000 Closed
DTL
188
Dynamic Technology Lab
Singapore
– -$877K -41,699 Closed
LCM
189
Laurion Capital Management
New York
– -$839K -39,908 Closed
HIM
190
Hillsdale Investment Management
Ontario, Canada
– -$810K -38,500 Closed
VF
191
Virtu Financial
New York
– -$699K -33,256 Closed
Tudor Investment Corp
192
Tudor Investment Corp
Connecticut
– -$631K -30,026 Closed
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
– -$498K -23,679 Closed
USAA
194
United Services Automobile Association
Texas
– -$331K -15,723 Closed
GCP
195
GSA Capital Partners
United Kingdom
– -$268K -12,737 Closed
SSA
196
Schonfeld Strategic Advisors
New York
– -$223K -10,600 Closed
SCM
197
Shelton Capital Management
Colorado
– -$216K -10,289 Closed
QT
198
Quantbot Technologies
New York
– -$130K -6,200 Closed
NIT
199
NumerixS Investment Technologies
British Columbia, Canada
– -$32K -1,500 Closed
AP
200
Advisors Preferred
Maryland
– -$13K -601 Closed
5 6 7
8
9

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.