CVB Financial
CVBF
128 hedge funds and large institutions have $1.01B invested in CVB Financial in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 11 closing their positions.
400% more call options, than puts
Call options by funds: $10K | Put options by funds: $2K
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
1% more funds holding
Funds holding: 127 → 128 (+1)
7% less capital invested
Capital invested by funds: $1.1B → $1.01B (-$81.2M)
10% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 50
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$20.3M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$9.99M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$9.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$18.8M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$12.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$12.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.04M |
| 5 |
Goldman Sachs
New York
|
-$3.08M |
CVBF Hedge Fund Activity: Q1 2014 in Review
128 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2014, worth a combined $1.01B — down 7.4% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CVBF positions and 11 closed out — a net gain of 3 holders — while 45 added to existing stakes and 50 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $20.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $18.8M sold.
- 128 institutional investors held CVB Financial (CVBF) as of Q1 2014, up from 127 in Q4 2013.
- Funds reported $1.01B of CVB Financial stock for Q1 2014, down 7.4% quarter-over-quarter.
- 14 funds opened new CVB Financial positions in Q1 2014 and 11 closed out, a net change of +3 holders.
- The largest CVB Financial buyer in Q1 2014 was Neuberger Berman Group, an estimated $20.3M added.
- The largest CVB Financial seller in Q1 2014 was Lord, Abbett & Co, an estimated $18.8M sold.
Based on aggregated 13F filings for Q1 2014.