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CVB Financial

184 hedge funds and large institutions have $1.83B invested in CVB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $405K | Put options by funds: $187K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

8% more funds holding

Funds holding: 170184 (+14)

0.92% more ownership

Funds ownership: 71.3%72.22% (+0.92%)

8% less capital invested

Capital invested by funds: $2B → $1.83B (-$169M)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
31
Increased
56
Reduced
69
Closed
16
Calls
$405K
Puts
$187K
Net Calls
+$218K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
176
Berman Capital Advisors
Georgia
$2K +$19 +1 +0.7%
S
177
SignatureFD
Georgia
$2K +$916 +48 +77%
FCA
178
FinTrust Capital Advisors
South Carolina
$1K -$2.79K -146 -67%
LC
179
Lindbrook Capital
California
$1K -$954 -50 -53%
SL
180
Savior LLC
Massachusetts
$1K
EI
181
Ellevest Inc
New York
$1K +$496 +26 +289%
TFO
182
Tarbox Family Office
California
$1K +$1.22K +64 New
TPCW
183
TD Private Client Wealth
New York
$319
Massachusetts Financial Services
184
Massachusetts Financial Services
Massachusetts
-$15.4M -768,096 Closed
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
-$1.51M -75,150 Closed
MERSOM
186
Municipal Employees' Retirement System of Michigan
Michigan
-$827K -41,230 Closed
QC
187
Quadrature Capital
United Kingdom
-$422K -21,056 Closed
SCM
188
Shelton Capital Management
Colorado
-$221K -11,038 Closed
DCM
189
Dupont Capital Management
Delaware
-$215K -10,725 Closed
CBT
190
Capital Bank & Trust
California
-$141K -7,036 Closed
QT
191
Quantbot Technologies
New York
-$83K -4,140 Closed
Lazard Asset Management
192
Lazard Asset Management
New York
-$60K -3,018 Closed
AIC
193
Ameritas Investment Company
Nebraska
-$52K -2,681 Closed
PI
194
PineBridge Investments
New York
-$39K -1,968 Closed
CTC
195
Central Trust Company
Missouri
-$6K -290 Closed
Simplex Trading
196
Simplex Trading
Illinois
-$1.68K -88 Closed
CFGS
197
Concourse Financial Group Securities
Alabama
-$1.49K -78 Closed

CVBF Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2020, worth a combined $1.83B — down 8.4% from $2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 16 closed out — a net gain of 15 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Charles Schwab, adding an estimated $17.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.1M.

  • 184 institutional investors held CVB Financial (CVBF) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.83B of CVB Financial stock for Q2 2020, down 8.4% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q2 2020 and 16 closed out, a net change of +15 holders.
  • The largest CVB Financial buyer in Q2 2020 was Charles Schwab, an estimated $17.6M added.
  • The largest CVB Financial seller in Q2 2020 was Schroder Investment Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2020.