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CVB Financial
CVBF

Overview Fund Activity

224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Goldman Sachs
2
Goldman Sachs
New York
$78.7M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$58.8M
4
American Century Companies
4
American Century Companies
Missouri
$96.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$261K
2
FL
2
Fourthstone LLC
Missouri
$0
3
BlackRock
3
BlackRock
New York
$393M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Voloridge Investment Management
26
Voloridge Investment Management
Florida
$10.5M -$4.23M -209,265 -29%
Bessemer Group
27
Bessemer Group
New Jersey
$10.2M +$2.02M +100,299 +25%
Citadel Advisors
28
Citadel Advisors
Florida
$10.1M -$10.8M -536,819 -52%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$9.85M +$266K +13,182 +3%
Ameriprise
30
Ameriprise
Minnesota
$9.45M -$520K -25,766 -5%
Victory Capital Management
31
Victory Capital Management
Texas
$8.52M +$104K +5,173 +1%
C
32
Cliffwater
California
$8.32M -$105K -5,177 -1%
Invesco
33
Invesco
Georgia
$8.22M +$25.6K +1,266 +0.3%
APG Asset Management
34
APG Asset Management
Netherlands
$7.67M – – –
Legal & General Group
35
Legal & General Group
United Kingdom
$7.66M +$25.1K +1,245 +0.3%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.03M -$455K -22,531 -6%
Barclays
37
Barclays
United Kingdom
$6.72M +$882K +43,706 +15%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$6.6M -$691K -34,220 -9%
TCM
39
Tang Capital Management
California
$6.06M +$2.02M +100,000 +50%
First Trust Advisors
40
First Trust Advisors
Illinois
$5.82M -$5.11M -253,342 -47%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.55M +$2.24M +111,072 +68%
Swiss National Bank
42
Swiss National Bank
Switzerland
$5.54M -$638K -31,600 -10%
PAM
43
Panagora Asset Management
Massachusetts
$5.43M +$3.2M +158,599 +144%
CS
44
Credit Suisse
Switzerland
$5.07M +$261K +12,934 +5%
Rafferty Asset Management
45
Rafferty Asset Management
New York
$4.34M +$943K +46,692 +28%
Citigroup
46
Citigroup
New York
$4.31M +$1.67M +82,864 +63%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$4.17M -$8.66K -429 -0.2%
UBS AM
48
UBS AM
Illinois
$3.88M -$2.22K -110 -0.1%
Franklin Resources
49
Franklin Resources
California
$3.7M -$834K -41,323 -18%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.69M +$2.35M +116,466 +175%
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