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CVB Financial
CVBF

131 hedge funds and large institutions have $935M invested in CVB Financial in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

1% more funds holding

Funds holding: 130 → 131 (+1)

12% less capital invested

Capital invested by funds: $1.07B → $935M (-$131M)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
48
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
+$5.4M
2
CIP
Champlain Investment Partners
Vermont
+$4.05M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.8M
4
CBB
Citizens Business Bank
California
+$2.08M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$14.8M
2
State Street
State Street
Massachusetts
-$8.83M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.54M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$2.78M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.03M

CVBF Hedge Fund Activity: Q3 2014 in Review

131 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2014, worth a combined $935M — down 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CVBF positions and 11 closed out — a net gain of 2 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $5.4M. The largest seller was Norges Bank, cutting an estimated $14.8M.

  • 131 institutional investors held CVB Financial (CVBF) as of Q3 2014, up from 130 in Q2 2014.
  • Funds reported $935M of CVB Financial stock for Q3 2014, down 12% quarter-over-quarter.
  • 13 funds opened new CVB Financial positions in Q3 2014 and 11 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q3 2014 was WCM Investment Management, an estimated $5.4M added.
  • The largest CVB Financial seller in Q3 2014 was Norges Bank, an estimated $14.8M sold.

Based on aggregated 13F filings for Q3 2014.