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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
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
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
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

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.