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CVB Financial
CVBF

117 hedge funds and large institutions have $853M invested in CVB Financial in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $686M → $853M (+$167M)

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

7% less funds holding

Funds holding: 126 → 117 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
117
Holders Change
-9
Holders Change %
-7.14%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
39
Closed
15
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
+$215K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$24.9M
4
CIP
Champlain Investment Partners
Vermont
+$20.3M
5
State Street
State Street
Massachusetts
+$8.46M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$25.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.44M
3
Citadel Advisors
Citadel Advisors
Florida
-$6.93M
4
TA
Teachers Advisors
New York
-$4.25M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.44M

CVBF Hedge Fund Activity: Q3 2013 in Review

117 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2013, worth a combined $853M — up 24% from $686M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CVBF and 7 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 48 added.

The largest buyer was Bank of New York Mellon, adding an estimated $30.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $25.6M.

  • 117 institutional investors held CVB Financial (CVBF) as of Q3 2013, down from 126 in Q2 2013.
  • Funds reported $853M of CVB Financial stock for Q3 2013, up 24% quarter-over-quarter.
  • 7 funds opened new CVB Financial positions in Q3 2013 and 15 closed out, a net change of -8 holders.
  • The largest CVB Financial buyer in Q3 2013 was Bank of New York Mellon, an estimated $30.7M added.
  • The largest CVB Financial seller in Q3 2013 was Lord, Abbett & Co, an estimated $25.6M sold.

Based on aggregated 13F filings for Q3 2013.