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CVB Financial

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.84% less ownership

Funds ownership: 73.53%72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
226
Gemmer Asset Management
California
-$4K -192 Closed
CI
227
Cordant Inc
Oregon
-$1K -64 Closed
CWP
228
Concord Wealth Partners
Virginia
-$1K -49 Closed

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.