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CVB Financial

178 hedge funds and large institutions have $1.58B invested in CVB Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.02% less ownership

Funds ownership: 72.22%70.19% (-2%)

3% less funds holding

Funds holding: 184178 (-6)

14% less capital invested

Capital invested by funds: $1.83B → $1.58B (-$254M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

84% less call options, than puts

Call options by funds: $241K | Put options by funds: $1.54M

Holders
178
Holders Change
-6
Holders Change %
-3.26%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
16
Increased
58
Reduced
74
Closed
22
Calls
$241K
Puts
$1.54M
Net Calls
-$1.29M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$314M -$14.4M -805,333 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$221M -$12.3M -688,327 -5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$103M -$3.04M -170,316 -3%
Goldman Sachs
4
Goldman Sachs
New York
$78.5M +$617K +34,578 +0.7%
State Street
5
State Street
Massachusetts
$77.9M -$9.49M -531,639 -10%
SAM
6
Silvercrest Asset Management
New York
$69M -$1.23M -68,652 -2%
PA
7
Parallel Advisors
California
$54.9M -$10.7M -601,744 -15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$53.6M -$383K -21,466 -0.7%
Northern Trust
9
Northern Trust
Illinois
$45.3M -$1.07M -60,164 -2%
CIP
10
Champlain Investment Partners
Vermont
$42M +$542K +30,355 +1%
Wells Fargo
11
Wells Fargo
California
$37.6M +$6.26M +350,426 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$35.9M -$1.67M -93,324 -4%
Charles Schwab
13
Charles Schwab
California
$34.5M +$758K +42,473 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$30.8M -$1.67M -93,476 -5%
Norges Bank
15
Norges Bank
Norway
$24.8M +$334K +18,689 +1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$23.9M -$5.11M -286,500 -17%
Renaissance Technologies
17
Renaissance Technologies
New York
$16.2M -$1.55M -86,606 -8%
Invesco
18
Invesco
Georgia
$15.7M +$2.1M +117,469 +14%
Principal Financial Group
19
Principal Financial Group
Iowa
$15.2M -$1.16M -65,078 -7%
DRZID
20
DePrince Race & Zollo Inc (DRZ)
Florida
$14.8M +$7.78M +435,813 +96%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$13.3M -$634K -35,486 -4%
EVM
22
Eaton Vance Management
Massachusetts
$11.2M +$1.21K +68 +0%
CBB
23
Citizens Business Bank
California
$10.7M -$25.8K -1,445 -0.2%
N
24
Nuveen
North Carolina
$10.6M +$254K +14,242 +2%
ClearBridge Investments
25
ClearBridge Investments
New York
$10.4M +$254K +14,203 +2%

CVBF Hedge Fund Activity: Q3 2020 in Review

178 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2020, worth a combined $1.58B — down 14% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CVBF and 16 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 58 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $7.78M. The largest seller was BlackRock, cutting an estimated $14.4M.

  • 178 institutional investors held CVB Financial (CVBF) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $1.58B of CVB Financial stock for Q3 2020, down 14% quarter-over-quarter.
  • 16 funds opened new CVB Financial positions in Q3 2020 and 22 closed out, a net change of -6 holders.
  • The largest CVB Financial buyer in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $7.78M added.
  • The largest CVB Financial seller in Q3 2020 was BlackRock, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2020.