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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
226
WealthTrak Capital Management
Virginia
$108 +$106 +5 New
PWM
227
Parkworth Wealth Management
California
$107 +$106 +5 New
IA
228
IFP Advisors
Florida
$86 +$85 +4 New
BIG
229
Brooklyn Investment Group
New York
$22 +$21 +1 New
TWC
230
TD Waterhouse Canada
Ontario, Canada
$21
Balyasny Asset Management
231
Balyasny Asset Management
Illinois
-$14.6M -816,572 Closed
JAM
232
Jacobs Asset Management
New York
-$4.46M -250,000 Closed
Arrowstreet Capital
233
Arrowstreet Capital
Massachusetts
-$3.66M -205,324 Closed
Jane Street
234
Jane Street
New York
-$2.44M -136,780 Closed
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
-$1.58M -88,579 Closed
QT
236
Quantbot Technologies
New York
-$1.47M -82,267 Closed
Marshall Wace
237
Marshall Wace
United Kingdom
-$1.23M -69,240 Closed
HF
238
HRT Financial
New York
-$895K -50,226 Closed
ECM
239
ExodusPoint Capital Management
New York
-$685K -38,416 Closed
GCM
240
Graham Capital Management
Connecticut
-$613K -34,421 Closed
YIH
241
Y-Intercept (HK)
Hong Kong
-$597K -33,529 Closed
DM
242
Deerfield Management
New York
-$424K -23,802 Closed
EC
243
EntryPoint Capital
New York
-$393K -22,047 Closed
AA
244
AlphaMark Advisors
Kentucky
-$342K -19,179 Closed
WDC
245
Woodward Diversified Capital
California
-$339K -19,000 Closed
PP
246
Paloma Partners
Connecticut
-$271K -15,198 Closed
PP
247
PDT Partners
New York
-$265K -14,870 Closed
GC
248
Guggenheim Capital
Illinois
-$228K -12,773 Closed
LP
249
LMR Partners
United Kingdom
-$215K -12,038 Closed
Man Group
250
Man Group
United Kingdom
-$187K -10,508 Closed

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.