CVB Financial
CVBF
147 hedge funds and large institutions have $1.73B invested in CVB Financial in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 49 reducing their positions, and 17 closing their positions.
69.56% more ownership
Funds ownership: 0% → 69.56% (+70%)
34% more capital invested
Capital invested by funds: $1.29B → $1.73B (+$435M)
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
6% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 49
1% less funds holding
Funds holding: 148 → 147 (-1)
18% less call options, than puts
Call options by funds: $131K | Put options by funds: $160K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$19M |
| 3 |
State Street
Boston,
Massachusetts
|
+$14.2M |
| 4 |
Neuberger Berman Group
New York
|
+$10.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$28.6M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.33M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$4.47M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$4.21M |
CVBF Hedge Fund Activity: Q4 2016 in Review
147 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2016, worth a combined $1.73B — up 34% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CVBF positions and 17 closed out — a net gain of 2 holders — while 52 added to existing stakes and 49 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $19.5M. The largest seller was Epoch Investment Partners, cutting an estimated $28.6M.
- 147 institutional investors held CVB Financial (CVBF) as of Q4 2016, down from 148 in Q3 2016.
- Funds reported $1.73B of CVB Financial stock for Q4 2016, up 34% quarter-over-quarter.
- 19 funds opened new CVB Financial positions in Q4 2016 and 17 closed out, a net change of +2 holders.
- The largest CVB Financial buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $19.5M added.
- The largest CVB Financial seller in Q4 2016 was Epoch Investment Partners, an estimated $28.6M sold.
Based on aggregated 13F filings for Q4 2016.