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CVB Financial
CVBF

Overview Fund Activity

237 hedge funds and large institutions have $1.76B invested in CVB Financial in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
100
Reduced
79
Closed
36
Calls
$98K
Puts
$1.03M
Net Calls
-$934K
Net Calls Change
-$947K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$29M
2
CSS
Cubist Systematic Strategies
Connecticut
$14.3M
3
BlackRock
BlackRock
New York
$340M
4
Principal Financial Group
Principal Financial Group
Iowa
$32.5M
5
Citadel Advisors
Citadel Advisors
Florida
$9.08M

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$43.4M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$0
5
RIP
Rhino Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
251
New York Life Investment Management
New York
– -$629K -24,442 Closed
USAA
252
United Services Automobile Association
Texas
– -$295K -11,434 Closed
CC
253
Cipher Capital
New York
– -$292K -11,356 Closed
DWP
254
Destiny Wealth Partners
Florida
– -$288K -11,191 Closed
API
255
Advisor Partners II
California
– -$272K -10,564 Closed
SAI
256
Systematic Alpha Investments
New Jersey
– -$268K -10,400 Closed
KI
257
Kula Investments
Illinois
– -$260K -10,114 Closed
OSAM
258
O'Shaughnessy Asset Management
Connecticut
– -$258K -10,029 Closed
PFO
259
Pathstone Family Office
New Jersey
– -$250K -9,702 Closed
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
– -$234K -9,101 Closed
Mackenzie Financial
261
Mackenzie Financial
Ontario, Canada
– -$216K -8,395 Closed
FFA
262
First Foundation Advisors
California
– -$209K -8,123 Closed
SCM
263
Shelton Capital Management
Colorado
– -$207K -8,024 Closed
SA
264
SAM Advisors
California
– -$206K -8,000 Closed
KAS
265
Kestra Advisory Services
Texas
– -$205K -7,975 Closed
SWA
266
Sutton Wealth Advisors
Florida
– -$54.3K -2,108 Closed
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
– -$23K -924 Closed
BAM
268
Belpointe Asset Management
Nevada
– -$20.6K -800 Closed
PFA
269
Pathway Financial Advisers
Indiana
– -$15.4K -597 Closed
SOW
270
State of Wyoming
Wyoming
– -$13.2K -514 Closed
DFCM
271
Dark Forest Capital Management
Puerto Rico
– -$10.7K -416 Closed
VF
272
VitalStone Financial
Texas
– -$9K -366 Closed
CS
273
Comerica Securities
Michigan
– -$4.96K -191 Closed
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