CVBF icon

CVB Financial

237 hedge funds and large institutions have $2.57B invested in CVB Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
87
Reduced
77
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.17K -104 -68%
MCM
227
Manchester Capital Management
Vermont
$1K
S
228
SignatureFD
Georgia
$1K
BIA
229
Bell Investment Advisors
California
$1K
GWS
230
Glassman Wealth Services
Virginia
$1K
CFGS
231
Concourse Financial Group Securities
Alabama
$1K
DI
232
Disciplined Investments
Oklahoma
$1K +$53 +2 +6%
SIC
233
SJS Investment Consulting
Ohio
$1K +$1K +24 New
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$397 -$6 -229 -1%
FGAM
235
Financial Gravity Asset Management
Texas
$3 +$3 +25 New
Hotchkis & Wiley Capital Management
236
Hotchkis & Wiley Capital Management
California
-$7.89M -317,900 Closed
KWM
237
Kingsview Wealth Management
Oregon
-$1.24M -49,920 Closed
SG Americas Securities
238
SG Americas Securities
New York
-$682K -27,488 Closed
CAN
239
Cetera Advisor Networks
California
-$462K -18,634 Closed
AACP
240
Advantage Alpha Capital Partners
California
-$357K -14,407 Closed
UFF
241
USA Financial Formulas
Michigan
-$234K -9,446 Closed
DWP
242
Destiny Wealth Partners
Florida
-$225K -9,066 Closed
FC
243
FORA Capital
Florida
-$218K -8,792 Closed
PFGIA
244
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -461 Closed
SFG
245
Steward Financial Group
Texas
-$1K -59 Closed