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CVB Financial

162 hedge funds and large institutions have $1.76B invested in CVB Financial in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3% more funds holding

Funds holding: 158162 (+4)

0.9% more ownership

Funds ownership: 70.35%71.25% (+0.9%)

0% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$8.04M)

Holders
162
Holders Change
+4
Holders Change %
+2.53%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
61
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$324M +$26.2M +1,139,617 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$238M +$7.1M +308,690 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$156M -$6.2M -269,668 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$132M -$40.1M -1,745,966 -23%
SAM
5
Silvercrest Asset Management
New York
$102M +$3.62M +157,315 +4%
State Street
6
State Street
Massachusetts
$100M +$8.46M +368,123 +9%
Goldman Sachs
7
Goldman Sachs
New York
$98.1M +$10.3M +446,270 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$78.4M +$4.95M +215,461 +7%
Northern Trust
9
Northern Trust
Illinois
$52.7M +$499K +21,711 +0.9%
CIP
10
Champlain Investment Partners
Vermont
$52.6M -$1.45M -62,850 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$48.5M -$1.62M -70,616 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$23.4M +$2.19M +95,232 +10%
Principal Financial Group
13
Principal Financial Group
Iowa
$18.1M +$305K +13,245 +2%
Invesco
14
Invesco
Georgia
$17.4M +$9.85M +428,314 +123%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$17.1M -$56.5K -2,459 -0.3%
JP Morgan Chase
16
JP Morgan Chase
New York
$16.5M -$178K -7,739 -1%
BTW
17
Boston Trust Walden
Massachusetts
$15.7M +$128K +5,557 +0.8%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$14.9M
CBB
19
Citizens Business Bank
California
$14.6M
Charles Schwab
20
Charles Schwab
California
$14.6M +$937K +40,758 +7%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$14.6M -$452K -19,639 -3%
Ameriprise
22
Ameriprise
Minnesota
$13.1M +$760K +33,071 +6%
Norges Bank
23
Norges Bank
Norway
$13M +$5.88M +255,592 +79%
CIP
24
Chartwell Investment Partners
Pennsylvania
$12.1M -$607K -26,403 -5%
Deutsche Bank
25
Deutsche Bank
Germany
$8.4M -$264K -11,501 -3%

CVBF Hedge Fund Activity: Q2 2018 in Review

162 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2018, worth a combined $1.76B — up 0.46% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CVBF positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $26.2M. The largest seller was Fidelity Investments, cutting an estimated $40.1M.

  • 162 institutional investors held CVB Financial (CVBF) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $1.76B of CVB Financial stock for Q2 2018, up 0.46% quarter-over-quarter.
  • 19 funds opened new CVB Financial positions in Q2 2018 and 14 closed out, a net change of +5 holders.
  • The largest CVB Financial buyer in Q2 2018 was BlackRock, an estimated $26.2M added.
  • The largest CVB Financial seller in Q2 2018 was Fidelity Investments, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2018.