CVB Financial
CVBF
170 hedge funds and large institutions have $2B invested in CVB Financial in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 29 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
2.49% more ownership
Funds ownership: 68.79% → 71.27% (+2.5%)
5% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 59
4% less capital invested
Capital invested by funds: $2.08B → $2B (-$78.1M)
7% less call options, than puts
Call options by funds: $369K | Put options by funds: $395K
8% less funds holding
Funds holding: 185 → 170 (-15)
45% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PA
Parallel Advisors
San Francisco,
California
|
+$78.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.68M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.25M |
| 5 |
ClearBridge Investments
New York
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.5M |
| 2 |
C
Cliffwater
Marina Del Rey,
California
|
-$10.6M |
| 3 |
Morgan Stanley
New York
|
-$10.3M |
| 4 |
Neuberger Berman Group
New York
|
-$8.04M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$7.47M |
CVBF Hedge Fund Activity: Q1 2020 in Review
170 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2020, worth a combined $2B — down 3.8% from $2.08B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of CVBF and 16 opened new positions — a net loss of 13 holders — while 59 trimmed existing stakes and 62 added.
The largest buyer was Parallel Advisors, adding an estimated $78.5M. The largest seller was Goldman Sachs, cutting an estimated $11.5M.
- 170 institutional investors held CVB Financial (CVBF) as of Q1 2020, down from 185 in Q4 2019.
- Funds reported $2B of CVB Financial stock for Q1 2020, down 3.8% quarter-over-quarter.
- 16 funds opened new CVB Financial positions in Q1 2020 and 29 closed out, a net change of -13 holders.
- The largest CVB Financial buyer in Q1 2020 was Parallel Advisors, an estimated $78.5M added.
- The largest CVB Financial seller in Q1 2020 was Goldman Sachs, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2020.