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CVB Financial
CVBF

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: 197 → 216 (+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: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.9M
3
SSA
Schonfeld Strategic Advisors
New York
+$15M
4
EVM
Eaton Vance Management
Massachusetts
+$14M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$27.2M
2
American Century Companies
American Century Companies
Missouri
-$19.6M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
BlackRock
BlackRock
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$3.45M +$256K +10,700 +8%
Prudential Financial
52
Prudential Financial
New Jersey
$3.39M -$132K -5,512 -4%
Canada Life
53
Canada Life
Manitoba, Canada
$3.29M +$298K +12,445 +10%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$3.23M +$478K +19,979 +18%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$3.04M +$707K +29,592 +32%
COPPSERS
56
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3M +$97.4K +4,076 +3%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$2.91M +$2.8M +117,138 New
Comerica Bank
58
Comerica Bank
Texas
$2.67M -$252K -10,533 -9%
YCM
59
Yousif Capital Management
Michigan
$2.55M -$521K -21,784 -17%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$2.49M +$138K +5,790 +6%
SEI Investments
61
SEI Investments
Pennsylvania
$2.45M +$72.7K +3,039 +3%
TPSF
62
Texas Permanent School Fund
Texas
$2.39M +$2.99K +125 +0.1%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$2.36M -$215K -8,983 -9%
MAC
64
Mason & Associates (California)
California
$2.21M – – –
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.89M +$293K +12,268 +19%
BFM
66
Boothbay Fund Management
New York
$1.86M -$3.23M -135,000 -64%
Barclays
67
Barclays
United Kingdom
$1.85M -$4.76M -198,965 -73%
AIG
68
American International Group
New York
$1.81M -$127K -5,313 -7%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$1.81M – – –
Federated Hermes
70
Federated Hermes
Pennsylvania
$1.81M +$1.74M +72,849 New
MIM
71
MetLife Investment Management
New Jersey
$1.76M -$33.1K -1,385 -2%
Deutsche Bank
72
Deutsche Bank
Germany
$1.73M -$252K -10,556 -13%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$1.73M +$16.2K +676 +1%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$1.66M -$111K -4,661 -7%
AWM
75
AE Wealth Management
Kansas
$1.65M +$1.58M +66,288 New
1 2
3
4 5

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.