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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
70
Reduced
85
Closed
23
Calls
$14K
Puts
$226K
Net Calls
-$212K
Net Calls Change
-$916K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$49.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.65M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$35.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Claris Advisors
Missouri
$143 +$143 +8 New
LFG
227
Larson Financial Group
Missouri
$107 – – –
A
228
AlphaQuest
New York
$18 +$18 +1 New
TWC
229
TD Waterhouse Canada
Ontario, Canada
$17 – – –
Norges Bank
230
Norges Bank
Norway
– -$18.8M -1,090,710 Closed
Schroder Investment Management Group
231
Schroder Investment Management Group
United Kingdom
– -$14.6M -848,543 Closed
TPSF
232
Texas Permanent School Fund
Texas
– -$1.94M -112,775 Closed
Stifel Financial
233
Stifel Financial
Missouri
– -$1.58M -91,932 Closed
EP
234
Edgestream Partners
New Jersey
– -$1.54M -89,427 Closed
JF
235
Jump Financial
Illinois
– -$1.3M -75,325 Closed
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
– -$676K -39,211 Closed
OQS
237
Occudo Quantitative Strategies
Florida
– -$566K -32,847 Closed
GCP
238
GSA Capital Partners
United Kingdom
– -$537K -31,120 Closed
CL
239
Choreo LLC
Illinois
– -$382K -22,365 Closed
IWC
240
Integrated Wealth Concepts
Massachusetts
– -$322K -18,683 Closed
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
– -$285K -16,545 Closed
AG
242
Algert Global
California
– -$242K -14,031 Closed
AAS
243
Avantax Advisory Services
Texas
– -$226K -13,106 Closed
Verition Fund Management
244
Verition Fund Management
Connecticut
– -$219K -12,680 Closed
Squarepoint
245
Squarepoint
New York
– -$192K -11,131 Closed
WI
246
WBI Investments
New Jersey
– -$177K -10,256 Closed
IC
247
Innealta Capital
Texas
– -$38.2K -2,214 Closed
NC
248
nVerses Capital
Florida
– -$29.3K -1,700 Closed
AWM
249
Ariadne Wealth Management
California
– -$208K -384 Closed
Group One Trading
250
Group One Trading
Illinois
– -$4.66K -270 Closed
7 8 9
10
11