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CVB Financial

156 hedge funds and large institutions have $1.87B invested in CVB Financial in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $1.69B → $1.87B (+$185M)

3% more funds holding

Funds holding: 151156 (+5)

2% more ownership

Funds ownership: 68.25%70.25% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
3.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
49
Reduced
59
Closed
14
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$79K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M +$8.3M +385,075 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$3.28M +152,101 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$209M +$27.9M +1,292,782 +18%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$190M -$4.92M -228,245 -3%
SAM
5
Silvercrest Asset Management
New York
$107M +$16.8M +780,859 +21%
Goldman Sachs
6
Goldman Sachs
New York
$94.5M +$2.82M +130,769 +3%
State Street
7
State Street
Massachusetts
$82.2M -$7.85M -364,051 -10%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$77.5M +$178K +8,238 +0.3%
CIP
9
Champlain Investment Partners
Vermont
$58.4M +$1.18M +54,813 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$57M +$41.4K +1,919 +0.1%
Northern Trust
11
Northern Trust
Illinois
$56.6M -$416K -19,296 -0.8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$21.7M +$806K +37,374 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$19.1M -$1.44M -66,666 -8%
Principal Financial Group
14
Principal Financial Group
Iowa
$18.9M -$317K -14,691 -2%
BTW
15
Boston Trust Walden
Massachusetts
$18.1M -$77.1K -3,576 -0.5%
CBB
16
Citizens Business Bank
California
$17.3M +$231K +10,712 +2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$17M -$31.7K -1,472 -0.2%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$16.4M
Charles Schwab
19
Charles Schwab
California
$13.5M +$861K +39,955 +8%
Ameriprise
20
Ameriprise
Minnesota
$13.2M -$99.3K -4,605 -0.8%
CIP
21
Chartwell Investment Partners
Pennsylvania
$13.2M -$315K -14,617 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.8M -$174K -8,067 -2%
EIP
23
Epoch Investment Partners
New York
$9.36M +$61K +2,831 +0.7%
Invesco
24
Invesco
Georgia
$9.24M -$794K -36,844 -9%
Norges Bank
25
Norges Bank
Norway
$7.79M -$816K -37,833 -11%

CVBF Hedge Fund Activity: Q3 2017 in Review

156 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2017, worth a combined $1.87B — up 11% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CVBF positions and 14 closed out — a net gain of 6 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $27.9M. The largest seller was State Street, cutting an estimated $7.85M.

  • 156 institutional investors held CVB Financial (CVBF) as of Q3 2017, up from 151 in Q2 2017.
  • Funds reported $1.87B of CVB Financial stock for Q3 2017, up 11% quarter-over-quarter.
  • 20 funds opened new CVB Financial positions in Q3 2017 and 14 closed out, a net change of +6 holders.
  • The largest CVB Financial buyer in Q3 2017 was Fidelity Investments, an estimated $27.9M added.
  • The largest CVB Financial seller in Q3 2017 was State Street, an estimated $7.85M sold.

Based on aggregated 13F filings for Q3 2017.