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CVB Financial

143 hedge funds and large institutions have $1.18B invested in CVB Financial in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 143143 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $1.18B → $1.18B (-$143K)

56% less call options, than puts

Call options by funds: $76K | Put options by funds: $173K

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
60
Reduced
40
Closed
16
Calls
$76K
Puts
$173K
Net Calls
-$97K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$162M +$92.7K +5,292 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$3.77M +214,979 +3%
BFA
3
BlackRock Fund Advisors
California
$107M +$6.18M +352,661 +6%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$100M +$5.58M +318,219 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$60.1M +$3.12M +178,284 +5%
Goldman Sachs
6
Goldman Sachs
New York
$53.8M +$7.38M +421,037 +15%
CIP
7
Champlain Investment Partners
Vermont
$51.9M -$4.59M -262,097 -8%
SAM
8
Silvercrest Asset Management
New York
$49.7M +$1.57M +89,529 +3%
State Street
9
State Street
Massachusetts
$43M -$19.6M -1,121,304 -31%
BIT
10
BlackRock Institutional Trust
California
$42.9M +$606K +34,572 +1%
EIP
11
Epoch Investment Partners
New York
$41.1M +$5.08M +289,775 +14%
Northern Trust
12
Northern Trust
Illinois
$35.6M +$37.9K +2,166 +0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.2M -$28.6M -1,634,770 -53%
WCM Investment Management
14
WCM Investment Management
California
$18.6M -$156K -8,880 -0.8%
WCM
15
Wedge Capital Management
North Carolina
$17.9M -$235K -13,403 -1%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$16.6M -$300K -17,101 -2%
CBB
17
Citizens Business Bank
California
$12M
Norges Bank
18
Norges Bank
Norway
$11.8M
WC
19
Walthausen & Co
New York
$11.7M -$4.08M -232,646 -25%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$11.5M +$4.26M +243,158 +56%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.4M +$182K +10,415 +2%
Principal Financial Group
22
Principal Financial Group
Iowa
$11.3M +$418K +23,846 +4%
CIP
23
Chartwell Investment Partners
Pennsylvania
$10.8M +$17.1K +975 +0.2%
TAM
24
Tiverton Asset Management
Delaware
$10.2M +$4.38M +250,000 +71%
Ameriprise
25
Ameriprise
Minnesota
$7.83M -$164K -9,370 -2%

CVBF Hedge Fund Activity: Q4 2015 in Review

143 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2015, worth a combined $1.18B — down 0.01% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CVBF positions and 16 closed out — a net gain of 1 holder — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.38M. The largest seller was Bank of New York Mellon, cutting an estimated $28.6M.

  • 143 institutional investors held CVB Financial (CVBF) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $1.18B of CVB Financial stock for Q4 2015, down 0.01% quarter-over-quarter.
  • 17 funds opened new CVB Financial positions in Q4 2015 and 16 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q4 2015 was Goldman Sachs, an estimated $7.38M added.
  • The largest CVB Financial seller in Q4 2015 was Bank of New York Mellon, an estimated $28.6M sold.

Based on aggregated 13F filings for Q4 2015.