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CVB Financial
CVBF

Overview Fund Activity

237 hedge funds and large institutions have $1.76B invested in CVB Financial in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
100
Reduced
79
Closed
36
Calls
$98K
Puts
$1.03M
Net Calls
-$934K
Net Calls Change
-$947K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$28.5M
2
CSS
Cubist Systematic Strategies
Connecticut
+$12.5M
3
BlackRock
BlackRock
New York
+$8.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.16M

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
-$28.4M
2
Morgan Stanley
Morgan Stanley
New York
-$18.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$12.8M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.05M
5
RIP
Rhino Investment Partners
Pennsylvania
-$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
226
Moisand Fitzgerald Tamayo
Florida
$634 – – –
CFGS
227
Concourse Financial Group Securities
Alabama
$617 – – –
GWS
228
Glassman Wealth Services
Virginia
$550 – – –
S
229
SignatureFD
Georgia
$517 – – –
MCM
230
Manchester Capital Management
Vermont
$484 -$300 -18 -38%
DI
231
Disciplined Investments
Oklahoma
$450 -$167 -10 -27%
FFA
232
Farther Finance Advisors
California
$434 – – –
GRP
233
Global Retirement Partners
California
$404 -$1.3K -100 -76%
SC
234
Schubert & Co
Texas
$367 -$1.13K -68 -76%
SIC
235
SJS Investment Consulting
Ohio
$351 -$368 -22 -51%
TWP
236
TFO Wealth Partners
Ohio
$133 -$183 -11 -58%
TWA
237
TCI Wealth Advisors
Arizona
$51 -$3.25K -191 -98%
FGAM
238
Financial Gravity Asset Management
Texas
$2 -$1 -9 -35%
SSA
239
Schonfeld Strategic Advisors
New York
– -$28.4M -1,104,363 Closed
Loomis, Sayles & Company
240
Loomis, Sayles & Company
Massachusetts
– -$12.8M -497,152 Closed
Robeco Institutional Asset Management
241
Robeco Institutional Asset Management
Netherlands
– -$7.05M -273,890 Closed
RIP
242
Rhino Investment Partners
Pennsylvania
– -$6.81M -264,482 Closed
BFM
243
Boothbay Fund Management
New York
– -$4.58M -177,893 Closed
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.85M -72,000 Closed
Jennison Associates
245
Jennison Associates
New York
– -$1.55M -60,285 Closed
HSBC Holdings
246
HSBC Holdings
United Kingdom
– -$1.13M -43,926 Closed
AWM
247
AE Wealth Management
Kansas
– -$1.11M -43,243 Closed
PFO
248
PMC FIG Opportunities
Israel
– -$1.03M -40,000 Closed
Natixis Advisors
249
Natixis Advisors
Massachusetts
– -$725K -28,159 Closed
ECM
250
Everence Capital Management
Indiana
– -$672 -26,090 Closed
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