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CVB Financial
CVBF

Overview Fund Activity

245 hedge funds and large institutions have $2.51B invested in CVB Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+8
Holders Change %
+3.38%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
30
Increased
88
Reduced
87
Closed
17
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$37.4M
3
PAM
3
Panagora Asset Management
Massachusetts
$11.1M
4
Charles Schwab
4
Charles Schwab
California
$85.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$69.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
BlackRock
2
BlackRock
New York
$512M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.1M
4
RIP
4
Rhino Investment Partners
Pennsylvania
$6.81M
5
SSA
5
Schonfeld Strategic Advisors
New York
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Schubert & Co
Texas
$2.32K -$26 -1 -1%
HCP
227
Hexagon Capital Partners
Arkansas
$1.57K +$1.29K +50 +455%
QL
228
Quarry LP
New York
$1.49K +$1.49K +58 New
FCA
229
FinTrust Capital Advisors
South Carolina
$1.44K -$9.81K -381 -87%
FGAM
230
Financial Gravity Asset Management
Texas
$1.29K +$50 +1 +4%
Point72 Asset Management
231
Point72 Asset Management
Connecticut
$1.26K +$1.26K +49 New
MCM
232
Manchester Capital Management
Vermont
$1.21K – – –
SIC
233
SJS Investment Consulting
Ohio
$1.11K +$489 +19 +79%
EI
234
Ellevest Inc
New York
$1K +$1K +39 New
MFT
235
Moisand Fitzgerald Tamayo
Florida
$978 +$978 +38 New
CFGS
236
Concourse Financial Group Securities
Alabama
$960 – – –
DI
237
Disciplined Investments
Oklahoma
$953 -$26 -1 -3%
GWS
238
Glassman Wealth Services
Virginia
$850 – – –
S
239
SignatureFD
Georgia
$798 – – –
ECM
240
Everence Capital Management
Indiana
$672 – – –
FFA
241
Farther Finance Advisors
California
$670 +$670 +26 New
BIA
242
Bell Investment Advisors
California
$592 – – –
TWP
243
TFO Wealth Partners
Ohio
$589 +$589 +19 New
HNB
244
Huntington National Bank
Ohio
$26 – – –
EI
245
EAM Investors
California
– -$1.42M -55,915 Closed
OQS
246
Occudo Quantitative Strategies
Florida
– -$1.02M -40,112 Closed
PCM
247
Penserra Capital Management
California
– -$847K -33,480 Closed
PRS
248
Pinkerton Retirement Specialists
Idaho
– -$675K -26,666 Closed
FIA
249
Foundations Investment Advisors
Arizona
– -$519K -20,497 Closed
ACM
250
AlphaCrest Capital Management
New York
– -$495K -19,560 Closed
7 8 9
10
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