We are live on ! Find out more
CVBF icon

CVB Financial

163 hedge funds and large institutions have $1.83B invested in CVB Financial in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

34% more call options, than puts

Call options by funds: $443K | Put options by funds: $330K

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

4% more funds holding

Funds holding: 156163 (+7)

0.32% more ownership

Funds ownership: 70.25%70.58% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $1.87B → $1.83B (-$38.5M)

Holders
163
Holders Change
+7
Holders Change %
+4.49%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
56
Reduced
49
Closed
19
Calls
$443K
Puts
$330K
Net Calls
+$113K
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$309M +$8.33M +350,786 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$5.9M +248,290 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$194M -$9.93M -418,300 -5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$175M -$10.4M -439,217 -6%
SAM
5
Silvercrest Asset Management
New York
$104M -$258K -10,873 -0.2%
State Street
6
State Street
Massachusetts
$96.6M +$16.6M +699,582 +21%
Goldman Sachs
7
Goldman Sachs
New York
$95.3M +$3.27M +137,543 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$75.7M +$72.6K +3,056 +0.1%
CIP
9
Champlain Investment Partners
Vermont
$56.8M -$186K -7,840 -0.3%
Northern Trust
10
Northern Trust
Illinois
$54.6M -$592K -24,925 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$52.9M -$2.65M -111,487 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20.9M -$194K -8,176 -0.9%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$18.6M -$22.5K -946 -0.1%
Principal Financial Group
14
Principal Financial Group
Iowa
$18.3M -$142K -5,975 -0.8%
BTW
15
Boston Trust Walden
Massachusetts
$17.1M -$483K -20,322 -3%
CBB
16
Citizens Business Bank
California
$16.7M +$35.6K +1,497 +0.2%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$16.4M -$231K -9,715 -1%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$16M
JP Morgan Chase
19
JP Morgan Chase
New York
$14.6M +$3.93M +165,670 +37%
Charles Schwab
20
Charles Schwab
California
$13.9M +$790K +33,256 +6%
Ameriprise
21
Ameriprise
Minnesota
$12.7M -$219K -9,240 -2%
CIP
22
Chartwell Investment Partners
Pennsylvania
$12.4M -$467K -19,650 -4%
Invesco
23
Invesco
Georgia
$7.99M -$1.03M -43,297 -11%
Norges Bank
24
Norges Bank
Norway
$7.6M
WC
25
Walthausen & Co
New York
$6.99M +$70.8K +2,980 +1%

CVBF Hedge Fund Activity: Q4 2017 in Review

163 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2017, worth a combined $1.83B — down 2.1% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CVBF positions and 19 closed out — a net gain of 7 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was State Street, adding an estimated $16.6M. The largest seller was Neuberger Berman Group, cutting an estimated $10.4M.

  • 163 institutional investors held CVB Financial (CVBF) as of Q4 2017, up from 156 in Q3 2017.
  • Funds reported $1.83B of CVB Financial stock for Q4 2017, down 2.1% quarter-over-quarter.
  • 26 funds opened new CVB Financial positions in Q4 2017 and 19 closed out, a net change of +7 holders.
  • The largest CVB Financial buyer in Q4 2017 was State Street, an estimated $16.6M added.
  • The largest CVB Financial seller in Q4 2017 was Neuberger Berman Group, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2017.