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CVB Financial

149 hedge funds and large institutions have $1.68B invested in CVB Financial in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

1% more funds holding

Funds holding: 148149 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.44% less ownership

Funds ownership: 69.56%69.12% (-0.44%)

3% less capital invested

Capital invested by funds: $1.73B → $1.68B (-$45.4M)

9% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 55

47% less call options, than puts

Call options by funds: $68K | Put options by funds: $128K

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
50
Reduced
55
Closed
11
Calls
$68K
Puts
$128K
Net Calls
-$60K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$274M +$283M +12,360,131 +48,056%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$11.4M +498,140 +6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$182M -$447K -19,577 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$174M +$986K +43,133 +0.6%
State Street
5
State Street
Massachusetts
$85.5M +$13.4M +586,205 +18%
Goldman Sachs
6
Goldman Sachs
New York
$77.4M -$3.76M -164,724 -4%
SAM
7
Silvercrest Asset Management
New York
$75.3M +$418K +18,268 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$71.5M -$655K -28,670 -0.9%
CIP
9
Champlain Investment Partners
Vermont
$51M -$793K -34,715 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$50.7M -$1.46M -63,863 -3%
Northern Trust
11
Northern Trust
Illinois
$50.5M +$1.49M +64,994 +3%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$20.9M -$416K -18,211 -2%
BTW
13
Boston Trust Walden
Massachusetts
$20M -$1.64M -71,949 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$18.1M +$1.5M +65,839 +9%
Principal Financial Group
15
Principal Financial Group
Iowa
$17.2M +$620K +27,105 +4%
William Blair Investment Management
16
William Blair Investment Management
Illinois
$16M -$68.1K -2,980 -0.4%
CBB
17
Citizens Business Bank
California
$15.4M +$31.2K +1,364 +0.2%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$15M
CIP
19
Chartwell Investment Partners
Pennsylvania
$12.9M +$29.7K +1,300 +0.2%
Norges Bank
20
Norges Bank
Norway
$12.8M -$2.71M -118,574 -17%
Ameriprise
21
Ameriprise
Minnesota
$12M +$623K +27,267 +5%
EIP
22
Epoch Investment Partners
New York
$11.7M -$13M -566,898 -52%
Charles Schwab
23
Charles Schwab
California
$11.1M +$771K +33,746 +7%
JP Morgan Chase
24
JP Morgan Chase
New York
$10.5M -$515K -22,516 -5%
Invesco
25
Invesco
Georgia
$9.38M -$7.15M -312,725 -42%

CVBF Hedge Fund Activity: Q1 2017 in Review

149 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2017, worth a combined $1.68B — down 2.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CVBF positions and 11 closed out — a net gain of 6 holders — while 50 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $283M. The largest seller was Epoch Investment Partners, cutting an estimated $13M.

  • 149 institutional investors held CVB Financial (CVBF) as of Q1 2017, up from 148 in Q4 2016.
  • Funds reported $1.68B of CVB Financial stock for Q1 2017, down 2.6% quarter-over-quarter.
  • 17 funds opened new CVB Financial positions in Q1 2017 and 11 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q1 2017 was BlackRock, an estimated $283M added.
  • The largest CVB Financial seller in Q1 2017 was Epoch Investment Partners, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2017.