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CVB Financial

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.84% less ownership

Funds ownership: 73.53%72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$16.1M -$2.28M -95,495 -13%
Ameriprise
27
Ameriprise
Minnesota
$15M -$448K -18,750 -3%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14M -$155K -6,501 -1%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$13.4M -$114K -4,753 -0.9%
Bank of America
30
Bank of America
North Carolina
$12.6M -$1.23M -51,576 -9%
CCP
31
Clifford Capital Partners
Utah
$11.1M +$3.6M +150,481 +50%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$11.1M +$708K +29,634 +7%
RIP
33
Rhino Investment Partners
Pennsylvania
$11.1M +$1.24M +52,000 +13%
C
34
Cliffwater
California
$10.5M +$4.81M +201,356 +91%
Legal & General Group
35
Legal & General Group
United Kingdom
$9.55M +$53.7K +2,247 +0.6%
Man Group
36
Man Group
United Kingdom
$8.9M -$8.94M -373,888 Closed
Swiss National Bank
37
Swiss National Bank
Switzerland
$8.42M +$837K +35,000 +11%
First Trust Advisors
38
First Trust Advisors
Illinois
$8.38M -$3.27M -136,890 -29%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$7.89M -$568K -23,750 -7%
CIP
40
Chartwell Investment Partners
Pennsylvania
$7.69M -$80.7K -3,376 -1%
Renaissance Technologies
41
Renaissance Technologies
New York
$6.93M +$5.75M +240,494 +621%
Bessemer Group
42
Bessemer Group
New Jersey
$6.52M +$6.28M +262,681 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$6.47M -$5.58M -233,232 -47%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.09M -$177K -7,400 -3%
HF
45
HRT Financial
New York
$5.03M +$4.85M +202,659 New
CS
46
Credit Suisse
Switzerland
$4.55M -$378K -15,797 -8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$4.48M +$292K +12,219 +7%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$4.46M -$2.99M -125,075 -41%
UBS AM
49
UBS AM
Illinois
$4.21M +$225K +9,412 +6%
MCM
50
Maltese Capital Management
New York
$3.72M -$1.2M -50,000 -25%

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.