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CVB Financial
CVBF

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

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

10% more funds holding

Funds holding: 216 → 237 (+21)

0% more capital invested

Capital invested by funds: $2.56B → $2.57B (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.41% less ownership

Funds ownership: 72.69% → 72.28% (-0.41%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.08%
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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.75M
2
Man Group
Man Group
United Kingdom
+$6.02M
3
BlackRock
BlackRock
New York
+$5.42M
4
Charles Schwab
Charles Schwab
California
+$4.74M
5
PAM
Panagora Asset Management
Massachusetts
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16M
2
CIP
Champlain Investment Partners
Vermont
-$15.6M
3
State Street
State Street
Massachusetts
-$12.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$10.8M
5
SSA
Schonfeld Strategic Advisors
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.71K -104 -68%
BIA
227
Bell Investment Advisors
California
$1K – – –
CFGS
228
Concourse Financial Group Securities
Alabama
$1K – – –
GWS
229
Glassman Wealth Services
Virginia
$1K – – –
MCM
230
Manchester Capital Management
Vermont
$1K – – –
S
231
SignatureFD
Georgia
$1K – – –
DI
232
Disciplined Investments
Oklahoma
$1K +$52 +2 +6%
SIC
233
SJS Investment Consulting
Ohio
$1K +$625 +24 New
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$397 -$5.97K -229 -1%
FGAM
235
Financial Gravity Asset Management
Texas
$3 +$651 +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
HCP
246
Hexagon Capital Partners
Arkansas
– +$287 +11 New
6 7 8 9
10

CVBF Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2022, worth a combined $2.57B — up 0.19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVBF positions and 10 closed out — a net gain of 24 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 237 institutional investors held CVB Financial (CVBF) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $2.57B of CVB Financial stock for Q3 2022, up 0.19% quarter-over-quarter.
  • 34 funds opened new CVB Financial positions in Q3 2022 and 10 closed out, a net change of +24 holders.
  • The largest CVB Financial buyer in Q3 2022 was Morgan Stanley, an estimated $9.75M added.
  • The largest CVB Financial seller in Q3 2022 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.