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CVB Financial
CVBF

Overview Fund Activity

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 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
45
Reduced
50
Closed
10
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
-$267K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$20.5M
2
CIP
Champlain Investment Partners
Vermont
+$10.1M
3
SAM
Silvercrest Asset Management
New York
+$9.27M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.03M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.52M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$18.8M
2
ICOM
Investment Counselors of Maryland
Maryland
-$12.7M
3
American Century Companies
American Century Companies
Missouri
-$12.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.1M
5
Goldman Sachs
Goldman Sachs
New York
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M +$4.03M +253,290 +4%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$89.3M +$2.04M +128,012 +2%
BFA
3
BlackRock Fund Advisors
California
$81.7M +$48K +3,019 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$70.7M -$8.1M -509,700 -10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$68.9M +$20.5M +1,288,450 +42%
State Street
6
State Street
Massachusetts
$63.4M -$1.6M -100,424 -2%
BIT
7
BlackRock Institutional Trust
California
$40.2M +$263K +16,555 +0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$37.3M +$1.14M +71,466 +3%
CIP
9
Champlain Investment Partners
Vermont
$36.3M +$10.1M +632,880 +38%
Invesco
10
Invesco
Georgia
$35.5M -$512K -32,211 -1%
Northern Trust
11
Northern Trust
Illinois
$32.8M -$1.67M -104,895 -5%
SAM
12
Silvercrest Asset Management
New York
$30.2M +$9.27M +583,114 +44%
EIP
13
Epoch Investment Partners
New York
$24.6M +$919K +57,820 +4%
WCM
14
Wedge Capital Management
North Carolina
$20M -$1.19M -75,065 -6%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$18.1M -$586K -36,832 -3%
WC
16
Walthausen & Co
New York
$17.9M -$2.03M -127,780 -10%
Norges Bank
17
Norges Bank
Norway
$16.3M – – –
WCM Investment Management
18
WCM Investment Management
California
$16M -$440K -27,703 -3%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$15.4M +$1.67M +104,966 +12%
Macquarie Group
20
Macquarie Group
Australia
$14.4M +$573K +36,034 +4%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$12M -$1.22M -76,608 -9%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.47M +$360K +22,628 +4%
Goldman Sachs
23
Goldman Sachs
New York
$8.44M -$3.1M -194,831 -27%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.82M +$643K +40,447 +9%
NFA
25
Nationwide Fund Advisors
Ohio
$6.76M -$195K -12,237 -3%
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