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CVB Financial

126 hedge funds and large institutions have $1.09B invested in CVB Financial in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more call options, than puts

Call options by funds: $318K | Put options by funds: $43K

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $852M → $1.09B (+$242M)

8% more funds holding

Funds holding: 117126 (+9)

31% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 54

Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
37
Reduced
54
Closed
9
Calls
$318K
Puts
$43K
Net Calls
+$275K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$98.4M +$2.77M +181,706 +3%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$93.7M +$4.91M +322,380 +6%
BFA
3
BlackRock Fund Advisors
California
$87.7M +$2.21M +145,468 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$84.6M -$1.65M -108,587 -2%
State Street
5
State Street
Massachusetts
$69.8M +$2.91M +191,391 +5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$52M +$12M +790,697 +35%
BIT
7
BlackRock Institutional Trust
California
$42.9M +$1.42M +93,235 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38.8M +$2.07M +136,049 +6%
Invesco
9
Invesco
Georgia
$38.6M +$1.12M +73,665 +3%
Northern Trust
10
Northern Trust
Illinois
$37M -$1.67M -109,857 -5%
CIP
11
Champlain Investment Partners
Vermont
$28.2M +$1.56M +102,705 +7%
EIP
12
Epoch Investment Partners
New York
$25.4M +$59.5K +3,910 +0.3%
WCM
13
Wedge Capital Management
North Carolina
$22.8M -$2.63M -173,010 -11%
SAM
14
Silvercrest Asset Management
New York
$22.4M +$20M +1,314,317 New
WC
15
Walthausen & Co
New York
$21.4M -$225K -14,810 -1%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$20M -$14.2M -935,559 -44%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$18.8M -$1.75M -115,000 -9%
WCM Investment Management
18
WCM Investment Management
California
$17.6M -$1.12M -73,410 -7%
ICOM
19
Investment Counselors of Maryland
Maryland
$17.6M -$384K -25,266 -2%
Norges Bank
20
Norges Bank
Norway
$17.5M
Macquarie Group
21
Macquarie Group
Australia
$14.9M +$324K +21,308 +3%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$14.8M -$46.7K -3,072 -0.4%
JP Morgan Chase
23
JP Morgan Chase
New York
$14.2M -$1.23M -81,068 -9%
Goldman Sachs
24
Goldman Sachs
New York
$12.4M +$2.01M +132,124 +22%
American Century Companies
25
American Century Companies
Missouri
$12.2M -$2.38M -156,093 -18%

CVBF Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2013, worth a combined $1.09B — up 28% from $852M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CVBF positions and 9 closed out — a net gain of 9 holders — while 37 added to existing stakes and 54 trimmed.

The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $20M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $14.2M.

  • 126 institutional investors held CVB Financial (CVBF) as of Q4 2013, up from 117 in Q3 2013.
  • Funds reported $1.09B of CVB Financial stock for Q4 2013, up 28% quarter-over-quarter.
  • 18 funds opened new CVB Financial positions in Q4 2013 and 9 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2013 was Silvercrest Asset Management, an estimated $20M added.
  • The largest CVB Financial seller in Q4 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2013.