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CVB Financial

197 hedge funds and large institutions have $2.43B invested in CVB Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 43

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $2.11B → $2.43B (+$321M)

6% more funds holding

Funds holding: 185197 (+12)

0.82% more ownership

Funds ownership: 72.71%73.53% (+0.82%)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
82
Reduced
43
Closed
17
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$14.4M +$925K +39,995 +7%
JP Morgan Chase
27
JP Morgan Chase
New York
$13.7M -$13.6M -587,227 -50%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.3M +$5.38M +232,578 +68%
Bank of America
29
Bank of America
North Carolina
$13M -$232K -10,034 -2%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$12.6M +$1.23M +53,011 +11%
Morgan Stanley
31
Morgan Stanley
New York
$12.5M +$642K +27,766 +5%
AllianceBernstein
32
AllianceBernstein
Tennessee
$11.5M +$6.5M +280,961 +132%
First Trust Advisors
33
First Trust Advisors
Illinois
$11M +$1.39M +60,134 +15%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$9.7M +$297K +12,818 +3%
RIP
35
Rhino Investment Partners
Pennsylvania
$9.13M +$979K +42,310 +12%
Legal & General Group
36
Legal & General Group
United Kingdom
$8.88M +$415K +17,918 +5%
Man Group
37
Man Group
United Kingdom
$8.68M +$410K +17,710 +5%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$7.93M +$153K +6,610 +2%
PPA
39
Parametric Portfolio Associates
Washington
$7.34M +$44.5K +1,922 +0.6%
CIP
40
Chartwell Investment Partners
Pennsylvania
$7.27M -$2.08M -90,040 -22%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$7.08M +$1.5M +64,778 +27%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.07M +$442K +19,100 +7%
CCP
43
Clifford Capital Partners
Utah
$6.93M +$1.87M +80,977 +37%
Barclays
44
Barclays
United Kingdom
$6.35M -$30.4K -1,315 -0.5%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.87M -$153K -6,620 -3%
C
46
Cliffwater
California
$5.13M -$1.63M -70,293 -24%
BFM
47
Boothbay Fund Management
New York
$4.87M +$4.86M +210,000 New
MCM
48
Maltese Capital Management
New York
$4.64M -$1.39M -60,000 -23%
CS
49
Credit Suisse
Switzerland
$4.62M +$406K +17,551 +10%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.91M -$260K -11,229 -6%

CVBF Hedge Fund Activity: Q1 2022 in Review

197 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2022, worth a combined $2.43B — up 15% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 17 closed out — a net gain of 14 holders — while 82 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $34.8M. The largest seller was American Century Companies, cutting an estimated $22.3M.

  • 197 institutional investors held CVB Financial (CVBF) as of Q1 2022, up from 185 in Q4 2021.
  • Funds reported $2.43B of CVB Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q1 2022 and 17 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q1 2022 was State Street, an estimated $34.8M added.
  • The largest CVB Financial seller in Q1 2022 was American Century Companies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2022.