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CVB Financial
CVBF

185 hedge funds and large institutions have $2.11B invested in CVB Financial in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more capital invested

Capital invested by funds: $1.95B → $2.11B (+$158M)

2.4% more ownership

Funds ownership: 70.31% → 72.71% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 185 → 185 (0)

Holders
185
Holders Change
–
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
66
Reduced
61
Closed
28
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$569K

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$36.7M
2
Goldman Sachs
Goldman Sachs
New York
+$19.3M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
+$18.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$17.9M
5
CIP
Champlain Investment Partners
Vermont
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$45.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$29.5M
3
Millennium Management
Millennium Management
New York
-$14.4M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$13.6M
5
BlackRock
BlackRock
New York
-$8.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
E
76
Ergoteles
New York
$1.45M +$890K +43,423 +179%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$1.42M +$1.36M +66,251 New
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$1.32M +$2.05K +100 +0.2%
AB
79
Amalgamated Bank
New York
$1.29M -$21.9K -1,066 -2%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.27M – – –
Rafferty Asset Management
81
Rafferty Asset Management
New York
$1.26M +$45.3K +2,208 +4%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$1.24M +$1.18M +57,753 New
PI
83
Putnam Investments
Massachusetts
$1.19M +$1.14M +55,433 New
AQR Capital Management
84
AQR Capital Management
Connecticut
$1.15M -$422K -20,564 -28%
DADC
85
D.A. Davidson & Co
Montana
$1.13M -$16.4K -800 -1%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$1.11M -$48K -2,340 -4%
Fisher Asset Management
87
Fisher Asset Management
Washington
$1.1M +$172K +8,407 +20%
GJIC
88
Gamble Jones Investment Counsel
California
$1.1M – – –
MSRPS
89
Maryland State Retirement & Pension System
Maryland
$1.09M +$10.7K +524 +1%
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$1.06M -$47.2K -2,300 -4%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.04M -$1.24M -60,329 -55%
OQS
92
Occudo Quantitative Strategies
Florida
$957K -$346K -16,873 -27%
MIM
93
MetLife Investment Management
New Jersey
$950K +$49.5K +2,412 +6%
AACP
94
Advantage Alpha Capital Partners
California
$936K +$192K +9,345 +27%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$883K -$308K -15,006 -27%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$845K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$816K -$171K -8,317 -18%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$778K – – –
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$754K +$689K +33,616 +2,122%
ASRS
100
Arizona State Retirement System
Arizona
$744K -$8.71K -425 -1%
2 3
4
5 6

CVBF Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2021, worth a combined $2.11B — up 8.1% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CVBF positions and 28 closed out — a net gain of 1 holder — while 66 added to existing stakes and 61 trimmed.

The largest buyer was American Century Companies, adding an estimated $36.7M. The largest seller was Wells Fargo, cutting an estimated $45.1M.

  • 185 institutional investors held CVB Financial (CVBF) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.11B of CVB Financial stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 29 funds opened new CVB Financial positions in Q4 2021 and 28 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q4 2021 was American Century Companies, an estimated $36.7M added.
  • The largest CVB Financial seller in Q4 2021 was Wells Fargo, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2021.