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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M -$158K -7,460 -1%
SEI Investments
27
SEI Investments
Pennsylvania
$10.8M -$2.66M -125,814 -20%
Invesco
28
Invesco
Georgia
$10.2M -$328K -15,502 -3%
Raymond James Financial
29
Raymond James Financial
Florida
$9.48M +$9.37M +442,877 New
UBS AM
30
UBS AM
Illinois
$8.99M +$443K +20,925 +5%
C
31
Cliffwater
California
$8.83M
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$8.76M -$284K -13,410 -3%
Legal & General Group
33
Legal & General Group
United Kingdom
$8.09M +$92.9K +4,390 +1%
N
34
Nuveen
North Carolina
$7.97M -$57.6K -2,721 -0.7%
First Trust Advisors
35
First Trust Advisors
Illinois
$7.73M +$412K +19,456 +6%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7M +$1.03M +48,563 +17%
Ameriprise
37
Ameriprise
Minnesota
$6.72M -$542K -25,625 -8%
Citadel Advisors
38
Citadel Advisors
Florida
$6.72M +$3.39M +160,228 +104%
Barclays
39
Barclays
United Kingdom
$6.13M -$103K -4,879 -2%
PAM
40
Panagora Asset Management
Massachusetts
$6.06M -$126K -5,970 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$5.88M +$44.4K +2,100 +0.8%
BFM
42
Boothbay Fund Management
New York
$5.82M +$5.75M +271,786 New
Citigroup
43
Citigroup
New York
$5.77M +$101K +4,781 +2%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$5.23M -$4.41M -208,469 -46%
Millennium Management
45
Millennium Management
New York
$3.78M -$2.37M -112,011 -39%
Cerity Partners
46
Cerity Partners
New York
$3.74M +$1.13M +53,229 +40%
AllianceBernstein
47
AllianceBernstein
Tennessee
$3.72M -$172K -8,122 -4%
RC
48
Roubaix Capital
Colorado
$3.47M +$3.43M +162,061 New
Prudential Financial
49
Prudential Financial
New Jersey
$3M -$551K -26,041 -16%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$2.98M -$800K -37,828 -21%

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.