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CVB Financial
CVBF

Overview Fund Activity

139 hedge funds and large institutions have $1.27B invested in CVB Financial in 2016 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
66
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$17M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.5M
3
American Century Companies
American Century Companies
Missouri
+$10.6M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$8.81M
5
BTW
Boston Trust Walden
Massachusetts
+$8.37M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19M
2
CIP
Champlain Investment Partners
Vermont
-$6.11M
3
IA
IFP Advisors
Florida
-$1.9M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.69M
5
WCM Investment Management
WCM Investment Management
California
-$1.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$148M -$19M -1,090,962 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$132M +$5.31M +304,075 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$120M +$16.5M +947,557 +16%
BFA
4
BlackRock Fund Advisors
California
$110M -$286K -16,397 -0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$64.9M +$2.94M +168,504 +5%
Goldman Sachs
6
Goldman Sachs
New York
$61.7M +$6.16M +352,730 +11%
SAM
7
Silvercrest Asset Management
New York
$52.7M +$1.45M +83,270 +3%
CIP
8
Champlain Investment Partners
Vermont
$47.4M -$6.11M -350,100 -11%
EIP
9
Epoch Investment Partners
New York
$46.6M +$4.23M +242,580 +10%
BIT
10
BlackRock Institutional Trust
California
$45.1M +$830K +47,590 +2%
State Street
11
State Street
Massachusetts
$43.3M -$1.04M -59,682 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$41.9M +$17M +972,311 +68%
Northern Trust
13
Northern Trust
Illinois
$36.9M +$161K +9,218 +0.4%
WCM
14
Wedge Capital Management
North Carolina
$18.3M -$133K -7,633 -0.7%
WCM Investment Management
15
WCM Investment Management
California
$17.6M -$1.61M -92,532 -8%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$17.4M +$282K +16,188 +2%
CBB
17
Citizens Business Bank
California
$12.2M -$161K -8,525 -1%
Norges Bank
18
Norges Bank
Norway
$12.2M – – –
Principal Financial Group
19
Principal Financial Group
Iowa
$12.1M +$473K +27,088 +4%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$11.8M +$5.38K +308 +0%
TAM
21
Tiverton Asset Management
Delaware
$11.2M +$693K +39,709 +7%
CIP
22
Chartwell Investment Partners
Pennsylvania
$11.1M +$6.98K +400 +0.1%
WC
23
Walthausen & Co
New York
$11M -$1.15M -65,726 -9%
American Century Companies
24
American Century Companies
Missouri
$10.6M +$10.6M +604,897 New
Invesco
25
Invesco
Georgia
$9.18M +$2.69M +153,937 +41%
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