CVBF icon

CVB Financial
CVBF

Overview Fund Activity

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
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

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$30.8M
2
CIP
Chartwell Investment Partners
Pennsylvania
$10.6M
3
SAM
Silvercrest Asset Management
New York
$38.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$97.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$108M

Top Sellers

1
Invesco
Invesco
Georgia
$3.6M
2
PI
Putnam Investments
Massachusetts
$0
3
EPCA
Elizabeth Park Capital Advisors
Ohio
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$68.1M
5
State Street
State Street
Massachusetts
$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M +$5.56M +348,810 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$97.3M +$5.69M +356,858 +6%
BFA
3
BlackRock Fund Advisors
California
$93.6M +$4.17M +261,464 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$84.6M +$1.23M +77,200 +1%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$68.1M -$3.26M -204,818 -5%
CIP
6
Champlain Investment Partners
Vermont
$57.5M +$614K +38,550 +1%
State Street
7
State Street
Massachusetts
$53.9M -$3.13M -196,153 -5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$48.6M +$3.33M +208,628 +7%
BIT
9
BlackRock Institutional Trust
California
$41.2M +$729K +45,716 +2%
SAM
10
Silvercrest Asset Management
New York
$38.1M +$6.31M +395,551 +20%
Northern Trust
11
Northern Trust
Illinois
$34.3M +$1.84M +115,623 +6%
Goldman Sachs
12
Goldman Sachs
New York
$30.8M +$23.8M +1,490,702 +336%
EIP
13
Epoch Investment Partners
New York
$29M +$757K +47,485 +3%
WCM Investment Management
14
WCM Investment Management
California
$22M -$103K -6,473 -0.5%
Macquarie Group
15
Macquarie Group
Australia
$19.2M +$140K +8,806 +0.7%
WCM
16
Wedge Capital Management
North Carolina
$17.7M -$1.5M -94,291 -8%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$17.2M -$359K -22,549 -2%
WC
18
Walthausen & Co
New York
$16M -$7.49K -470 -0%
Norges Bank
19
Norges Bank
Norway
$14.1M -$1.23M -77,466 -8%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$14.1M -$168K -10,510 -1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$11M -$483K -30,317 -4%
CIP
22
Chartwell Investment Partners
Pennsylvania
$10.6M +$10.6M +666,025 New
Principal Financial Group
23
Principal Financial Group
Iowa
$9.84M +$294K +18,419 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$9.62M +$595K +37,320 +7%
Prudential Financial
25
Prudential Financial
New Jersey
$8.1M +$4.69M +294,109 +137%
1
2 3 4 5