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CVB Financial
CVBF

Overview Fund Activity

221 hedge funds and large institutions have $1.77B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
74
Reduced
89
Closed
25
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$29.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
SAM
4
Silvercrest Asset Management
New York
$60.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$5.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.2M
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
CBB
3
Citizens Business Bank
California
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$33.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
226
LifeSteps Financial
California
– -$1.25M -70,056 Closed
OC
227
Oppenheimer & Co
New York
– -$863K -48,384 Closed
ACM
228
Aquatic Capital Management
Illinois
– -$847K -47,500 Closed
ET
229
Entropy Technologies
New York
– -$329K -18,464 Closed
SG Americas Securities
230
SG Americas Securities
New York
– -$320K -17,943 Closed
A
231
AlphaQuest
New York
– -$259K -14,504 Closed
UCFA
232
United Capital Financial Advisors
Texas
– -$195K -10,924 Closed
CGH
233
Crossmark Global Holdings
Texas
– -$185K -10,343 Closed
TI
234
Trexquant Investment
Connecticut
– -$179K -10,033 Closed
MLICM
235
Metropolitan Life Insurance Company (MetLife)
New York
– -$130K -7,265 Closed
EC
236
EntryPoint Capital
New York
– -$26.6K -1,490 Closed
AWM
237
Avior Wealth Management
Nebraska
– -$18.5K -1,035 Closed
HT
238
Headlands Technologies
Illinois
– -$15.6K -876 Closed
PAS
239
Point72 Asia (Singapore)
Singapore
– -$14.3K -804 Closed
ST
240
Smithfield Trust
Pennsylvania
– -$11K -590 Closed
CSB
241
City State Bank
Iowa
– -$7K -400 Closed
S
242
SignatureFD
Georgia
– -$1.87K -105 Closed
SWM
243
Spire Wealth Management
Virginia
– -$517 -29 Closed
AWM
244
Abound Wealth Management
Tennessee
– -$286 -16 Closed
TWP
245
TFO Wealth Partners
Ohio
– -$143 -8 Closed
FGAM
246
Financial Gravity Asset Management
Texas
– -$58 -3 Closed
6 7 8 9
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