CVB Financial
CVBF
174 hedge funds and large institutions have $1.85B invested in CVB Financial in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 57 reducing their positions, and 33 closing their positions.
1.47% more ownership
Funds ownership: 63.55% → 65.02% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 57
5% less funds holding
Funds holding: 183 → 174 (-9)
7% less capital invested
Capital invested by funds: $1.99B → $1.85B (-$144M)
27% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
Cliffwater
Marina Del Rey,
California
|
+$62.8M |
| 2 |
Neuberger Berman Group
New York
|
+$20M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.9M |
| 4 |
BlackRock
New York
|
+$7.46M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$32.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.6M |
| 3 |
Two Sigma Investments
New York
|
-$9.8M |
| 4 |
Two Sigma Advisers
New York
|
-$5.99M |
| 5 |
Morgan Stanley
New York
|
-$4.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Simplex Trading
Chicago,
Illinois
| – | -$13K | -603 | Closed |
|
|
NIT
202
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$13K | -600 | Closed |
|
|
LFA
203
Legacy Financial Advisors
Covington,
Kentucky
| – | -$4K | -220 | Closed |
|
|
SFSIG
204
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$2K | -110 | Closed |
|
|
PFBT
205
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1.43K | -66 | -81% |
|
CVBF Hedge Fund Activity: Q4 2018 in Review
174 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2018, worth a combined $1.85B — down 7.2% from $1.99B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of CVBF and 24 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 54 added.
The largest buyer was Cliffwater, adding an estimated $62.8M. The largest seller was Endeavour Capital Advisors, exiting entirely with an estimated $32.7M sold.
- 174 institutional investors held CVB Financial (CVBF) as of Q4 2018, down from 183 in Q3 2018.
- Funds reported $1.85B of CVB Financial stock for Q4 2018, down 7.2% quarter-over-quarter.
- 24 funds opened new CVB Financial positions in Q4 2018 and 33 closed out, a net change of -9 holders.
- The largest CVB Financial buyer in Q4 2018 was Cliffwater, an estimated $62.8M added.
- The largest CVB Financial seller in Q4 2018 was Endeavour Capital Advisors, an estimated $32.7M sold.
Based on aggregated 13F filings for Q4 2018.