CVB Financial
CVBF
144 hedge funds and large institutions have $1.19B invested in CVB Financial in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
31% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 45
5% more funds holding
Funds holding: 137 → 144 (+7)
3% less capital invested
Capital invested by funds: $1.22B → $1.19B (-$30.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.5M |
| 2 |
Goldman Sachs
New York
|
+$14.5M |
| 3 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$7.04M |
| 4 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$5.99M |
| 5 |
CBB
Citizens Business Bank
Ontario,
California
|
+$4.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$21.4M |
| 2 |
Bank of New York Mellon
New York
|
-$14.7M |
| 3 |
WCM Investment Management
Laguna Beach,
California
|
-$5.76M |
| 4 |
State Street
Boston,
Massachusetts
|
-$3.99M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.53M |
CVBF Hedge Fund Activity: Q3 2015 in Review
144 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2015, worth a combined $1.19B — down 2.5% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CVBF positions and 10 closed out — a net gain of 8 holders — while 59 added to existing stakes and 45 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $23.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $21.4M sold.
- 144 institutional investors held CVB Financial (CVBF) as of Q3 2015, up from 137 in Q2 2015.
- Funds reported $1.19B of CVB Financial stock for Q3 2015, down 2.5% quarter-over-quarter.
- 18 funds opened new CVB Financial positions in Q3 2015 and 10 closed out, a net change of +8 holders.
- The largest CVB Financial buyer in Q3 2015 was Fidelity Investments, an estimated $23.5M added.
- The largest CVB Financial seller in Q3 2015 was Macquarie Group, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2015.