CVB Financial
CVBF
224 hedge funds and large institutions have $1.82B invested in CVB Financial in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 30 closing their positions.
157% more call options, than puts
Call options by funds: $988K | Put options by funds: $385K
0% more funds holding
Funds holding: 224 → 224 (0)
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
3.5% less ownership
Funds ownership: 76.31% → 72.81% (-3.5%)
16% less capital invested
Capital invested by funds: $2.15B → $1.82B (-$338M)
28% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 90
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$18M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$17.2M |
| 3 |
BlackRock
New York
|
+$15.5M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.64M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$47.1M |
| 2 |
Goldman Sachs
New York
|
-$28M |
| 3 |
JP Morgan Chase
New York
|
-$19.2M |
| 4 |
CCP
Clifford Capital Partners
Alpine,
Utah
|
-$14.7M |
| 5 |
Bank of New York Mellon
New York
|
-$10.2M |
CVBF Hedge Fund Activity: Q1 2024 in Review
224 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2024, worth a combined $1.82B — down 16% from $2.15B a quarter earlier.
Fund positioning in CVBF was balanced in Q1 2024: 30 funds opened new positions, 30 closed out, 65 added to existing stakes and 90 trimmed.
The largest buyer was Charles Schwab, adding an estimated $18M. The largest seller was Morgan Stanley, cutting an estimated $47.1M.
- 224 institutional investors held CVB Financial (CVBF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $1.82B of CVB Financial stock for Q1 2024, down 16% quarter-over-quarter.
- 30 funds opened new CVB Financial positions in Q1 2024 and 30 closed out, a net change of 0 holders.
- The largest CVB Financial buyer in Q1 2024 was Charles Schwab, an estimated $18M added.
- The largest CVB Financial seller in Q1 2024 was Morgan Stanley, an estimated $47.1M sold.
Based on aggregated 13F filings for Q1 2024.