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CVB Financial

130 hedge funds and large institutions have $934M invested in CVB Financial in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 130130 (0)

12% less capital invested

Capital invested by funds: $1.07B → $934M (-$132M)

Holders
130
Holders Change
Holders Change %
0%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
48
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$90M +$1.78M +115,576 +2%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$78.5M -$2.03M -132,068 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$73.5M -$5.54M -360,043 -7%
BFA
4
BlackRock Fund Advisors
California
$72.4M -$1.41M -91,666 -2%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$59.3M -$2.78M -180,400 -4%
CIP
6
Champlain Investment Partners
Vermont
$52.1M +$4.05M +263,055 +8%
State Street
7
State Street
Massachusetts
$50.6M -$8.83M -573,706 -14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$37.8M +$1.34M +87,338 +3%
BIT
9
BlackRock Institutional Trust
California
$37.1M -$1.12M -72,413 -3%
Invesco
10
Invesco
Georgia
$31.4M -$472K -30,670 -1%
Northern Trust
11
Northern Trust
Illinois
$29.8M +$1.45M +94,116 +5%
SAM
12
Silvercrest Asset Management
New York
$28.4M -$131K -8,521 -0.4%
EIP
13
Epoch Investment Partners
New York
$20.1M -$620K -40,285 -3%
WCM Investment Management
14
WCM Investment Management
California
$19.4M +$5.4M +350,939 +35%
WCM
15
Wedge Capital Management
North Carolina
$17.8M -$245K -15,925 -1%
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$15.4M -$587K -38,096 -3%
Macquarie Group
17
Macquarie Group
Australia
$14.6M +$78.5K +5,098 +0.5%
WC
18
Walthausen & Co
New York
$14.6M -$1.6M -103,980 -9%
Norges Bank
19
Norges Bank
Norway
$13.8M -$14.8M -960,104 -50%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$13.1M -$652K -42,370 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.6M +$41.1K +2,668 +0.4%
Principal Financial Group
22
Principal Financial Group
Iowa
$8.61M +$84.6K +5,497 +0.9%
Goldman Sachs
23
Goldman Sachs
New York
$7.88M +$277K +18,019 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.58M +$400K +25,978 +5%
CBB
25
Citizens Business Bank
California
$6.83M +$2.08M +135,316 +47%

CVBF Hedge Fund Activity: Q3 2014 in Review

130 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2014, worth a combined $934M — down 12% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CVBF positions and 11 closed out — a net gain of 1 holder — 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.

  • 130 institutional investors held CVB Financial (CVBF) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $934M of CVB Financial stock for Q3 2014, down 12% quarter-over-quarter.
  • 12 funds opened new CVB Financial positions in Q3 2014 and 11 closed out, a net change of +1 holder.
  • 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.