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CVB Financial

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: 183187 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
201
Financial Gravity Asset Management
Texas
+$21 +1 +7%
PWP
202
Personal Wealth Partners
Minnesota
+$21 +1 New

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.