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CVB Financial

134 hedge funds and large institutions have $1.08B invested in CVB Financial in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more call options, than puts

Call options by funds: $92K | Put options by funds: $16K

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

10% more funds holding

Funds holding: 122134 (+12)

1% more capital invested

Capital invested by funds: $1.07B → $1.08B (+$11.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
49
Reduced
38
Closed
10
Calls
$92K
Puts
$16K
Net Calls
+$76K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M +$5.41M +348,810 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$97.3M +$5.53M +356,858 +6%
BFA
3
BlackRock Fund Advisors
California
$93.6M +$4.05M +261,464 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$84.6M +$1.2M +77,200 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$68.1M -$3.18M -204,818 -5%
CIP
6
Champlain Investment Partners
Vermont
$57.5M +$598K +38,550 +1%
State Street
7
State Street
Massachusetts
$53.9M -$3.04M -196,153 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$48.6M +$3.24M +208,628 +7%
BIT
9
BlackRock Institutional Trust
California
$41.2M +$709K +45,716 +2%
SAM
10
Silvercrest Asset Management
New York
$38.1M +$6.13M +395,551 +20%
Northern Trust
11
Northern Trust
Illinois
$34.3M +$1.79M +115,623 +6%
Goldman Sachs
12
Goldman Sachs
New York
$30.8M +$23.1M +1,490,702 +336%
EIP
13
Epoch Investment Partners
New York
$29M +$736K +47,485 +3%
WCM Investment Management
14
WCM Investment Management
California
$22M -$100K -6,473 -0.5%
Macquarie Group
15
Macquarie Group
Australia
$19.2M +$137K +8,806 +0.7%
WCM
16
Wedge Capital Management
North Carolina
$17.7M -$1.46M -94,291 -8%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$17.2M -$350K -22,549 -2%
WC
18
Walthausen & Co
New York
$16M -$7.29K -470 -0%
Norges Bank
19
Norges Bank
Norway
$14.1M -$1.2M -77,466 -8%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$14.1M -$163K -10,510 -1%
JP Morgan Chase
21
JP Morgan Chase
New York
$11M -$470K -30,317 -4%
CIP
22
Chartwell Investment Partners
Pennsylvania
$10.6M +$10.3M +666,025 New
Principal Financial Group
23
Principal Financial Group
Iowa
$9.84M +$286K +18,419 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.62M +$579K +37,320 +7%
Prudential Financial
25
Prudential Financial
New Jersey
$8.1M +$4.56M +294,109 +137%

CVBF Hedge Fund Activity: Q1 2015 in Review

134 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2015, worth a combined $1.08B — up 1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CVBF positions and 10 closed out — a net gain of 13 holders — while 49 added to existing stakes and 38 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.1M. The largest seller was Invesco, cutting an estimated $29.6M.

  • 134 institutional investors held CVB Financial (CVBF) as of Q1 2015, up from 122 in Q4 2014.
  • Funds reported $1.08B of CVB Financial stock for Q1 2015, up 1% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q1 2015 and 10 closed out, a net change of +13 holders.
  • The largest CVB Financial buyer in Q1 2015 was Goldman Sachs, an estimated $23.1M added.
  • The largest CVB Financial seller in Q1 2015 was Invesco, an estimated $29.6M sold.

Based on aggregated 13F filings for Q1 2015.