CVB Financial
CVBF
122 hedge funds and large institutions have $1.07B invested in CVB Financial in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 18 closing their positions.
15% more capital invested
Capital invested by funds: $934M → $1.07B (+$138M)
5% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 41
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 130 → 122 (-8)
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$16.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.53M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$8.64M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$5.67M |
| 5 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$15.1M |
| 2 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
-$5.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.61M |
| 4 |
Goldman Sachs
New York
|
-$1.61M |
| 5 |
SCCM
Schafer Cullen Capital Management
New York
|
-$1.38M |
CVBF Hedge Fund Activity: Q4 2014 in Review
122 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2014, worth a combined $1.07B — up 15% from $934M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of CVBF and 11 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 43 added.
The largest buyer was Neuberger Berman Group, adding an estimated $16.7M. The largest seller was Bank of New York Mellon, cutting an estimated $15.1M.
- 122 institutional investors held CVB Financial (CVBF) as of Q4 2014, down from 130 in Q3 2014.
- Funds reported $1.07B of CVB Financial stock for Q4 2014, up 15% quarter-over-quarter.
- 11 funds opened new CVB Financial positions in Q4 2014 and 18 closed out, a net change of -7 holders.
- The largest CVB Financial buyer in Q4 2014 was Neuberger Berman Group, an estimated $16.7M added.
- The largest CVB Financial seller in Q4 2014 was Bank of New York Mellon, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2014.