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CVB Financial

184 hedge funds and large institutions have $1.83B invested in CVB Financial in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $405K | Put options by funds: $187K

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

8% more funds holding

Funds holding: 170184 (+14)

0.92% more ownership

Funds ownership: 71.3%72.22% (+0.92%)

8% less capital invested

Capital invested by funds: $2B → $1.83B (-$169M)

19% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
184
Holders Change
+14
Holders Change %
+8.24%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
31
Increased
56
Reduced
69
Closed
16
Calls
$405K
Puts
$187K
Net Calls
+$218K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$369M -$10.5M -549,669 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M -$12.6M -662,550 -5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$119M -$2.46M -129,038 -2%
State Street
4
State Street
Massachusetts
$97.8M +$2.62M +137,052 +3%
Goldman Sachs
5
Goldman Sachs
New York
$87.8M +$2.45M +128,529 +3%
SAM
6
Silvercrest Asset Management
New York
$79.1M +$1.62M +84,901 +2%
PA
7
Parallel Advisors
California
$73.1M +$1.15K +60 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$60.9M -$4.12M -215,718 -6%
Northern Trust
9
Northern Trust
Illinois
$52.1M -$804K -42,131 -1%
CIP
10
Champlain Investment Partners
Vermont
$46.8M -$1.36M -71,075 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$42.2M -$157K -8,228 -0.4%
Charles Schwab
12
Charles Schwab
California
$38.1M +$17.6M +920,736 +83%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.4M -$332K -17,409 -0.9%
Wells Fargo
14
Wells Fargo
California
$35.8M +$5.23M +273,918 +17%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$32.3M -$508K -26,596 -2%
Norges Bank
16
Norges Bank
Norway
$27.6M +$5.08M +266,281 +22%
Renaissance Technologies
17
Renaissance Technologies
New York
$19.9M -$5.04M -264,200 -20%
Principal Financial Group
18
Principal Financial Group
Iowa
$18.3M -$840K -43,986 -4%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$15.7M
Invesco
20
Invesco
Georgia
$15.4M -$5.97M -312,859 -28%
BTW
21
Boston Trust Walden
Massachusetts
$13.2M +$1.13M +59,156 +9%
EVM
22
Eaton Vance Management
Massachusetts
$12.6M +$1.6K +84 +0%
CBB
23
Citizens Business Bank
California
$12.2M +$1.03K +54 +0%
N
24
Nuveen
North Carolina
$11.6M +$403K +21,117 +4%
Ameriprise
25
Ameriprise
Minnesota
$11.4M -$945K -49,535 -8%

CVBF Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2020, worth a combined $1.83B — down 8.4% from $2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 16 closed out — a net gain of 15 holders — while 56 added to existing stakes and 69 trimmed.

The largest buyer was Charles Schwab, adding an estimated $17.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $16.1M.

  • 184 institutional investors held CVB Financial (CVBF) as of Q2 2020, up from 170 in Q1 2020.
  • Funds reported $1.83B of CVB Financial stock for Q2 2020, down 8.4% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q2 2020 and 16 closed out, a net change of +15 holders.
  • The largest CVB Financial buyer in Q2 2020 was Charles Schwab, an estimated $17.6M added.
  • The largest CVB Financial seller in Q2 2020 was Schroder Investment Management Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2020.