CVB Financial
CVBF
245 hedge funds and large institutions have $2.51B invested in CVB Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 17 closing their positions.
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
3% more funds holding
Funds holding: 237 → 245 (+8)
1% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 87
0.19% less ownership
Funds ownership: 72.28% → 72.09% (-0.19%)
2% less capital invested
Capital invested by funds: $2.57B → $2.51B (-$53.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$64.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$15.8M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$6.84M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$6.76M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$6.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$23.8M |
| 2 |
BlackRock
New York
|
-$16.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.87M |
| 4 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$4.28M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$379K | -14,962 | Closed |
|
252
Two Sigma Investments
New York
| – | -$276K | -10,904 | Closed |
|
|
SDH
253
Sloy Dahl & Holst
Vancouver,
Washington
| – | -$213K | -8,421 | Closed |
|
|
ISB
254
Iowa State Bank
Urbandale,
Iowa
| – | -$204K | -8,065 | Closed |
|
|
EIP
255
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$68K | -2,697 | Closed |
|
|
ROC
256
River Oaks Capital
Wayzata,
Minnesota
| – | -$44K | -1,735 | Closed |
|
257
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$58K | -1,404 | Closed |
|
|
C
258
Covestor
London,
United Kingdom
| – | -$37.5K | -1,377 | -99% |
|
|
MAM
259
Meeder Asset Management
Dublin,
Ohio
| – | -$14K | -563 | Closed |
|
|
PHK
260
Point72 Hong Kong
Hong Kong
| – | -$10K | -395 | Closed |
|
261
Group One Trading
Chicago,
Illinois
| – | -$5K | -200 | Closed |
|
|
CAM
262
ClariVest Asset Management
San Diego,
California
| – | -$2K | -71 | Closed |
|
CVBF Hedge Fund Activity: Q4 2022 in Review
245 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2022, worth a combined $2.51B — down 2.1% from $2.57B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CVBF positions and 17 closed out — a net gain of 13 holders — while 88 added to existing stakes and 87 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $64.1M. The largest seller was State Street, cutting an estimated $23.8M.
- 245 institutional investors held CVB Financial (CVBF) as of Q4 2022, up from 237 in Q3 2022.
- Funds reported $2.51B of CVB Financial stock for Q4 2022, down 2.1% quarter-over-quarter.
- 30 funds opened new CVB Financial positions in Q4 2022 and 17 closed out, a net change of +13 holders.
- The largest CVB Financial buyer in Q4 2022 was Morgan Stanley, an estimated $64.1M added.
- The largest CVB Financial seller in Q4 2022 was State Street, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2022.