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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$1.24M +$333 +20 +0%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$1.22M -$663K -39,823 -36%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.21M -$26K -1,561 -2%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$1.21M +$822K +49,333 +238%
Mirae Asset Global ETFs Holdings
80
Mirae Asset Global ETFs Holdings
Hong Kong
$1.18M +$1.14M +68,334 New
Comerica Bank
81
Comerica Bank
Texas
$1.15M +$111K +6,679 +11%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$1.15M +$18.3K +1,100 +2%
RJA
83
Raymond James & Associates
Florida
$1.1M +$362K +21,761 +51%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.07M -$11.3K -679 -1%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$1.06M +$8.26K +496 +0.8%
Deutsche Bank
86
Deutsche Bank
Germany
$1.05M -$113K -6,808 -10%
Franklin Resources
87
Franklin Resources
California
$994K -$279K -16,722 -22%
CSIC
88
Clifford Swan Investment Counsel
California
$990K
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$972K -$113K -6,810 -11%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$971K +$67K +4,022 +8%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$943K
TRCT
92
Tower Research Capital (TRC)
New York
$940K +$765K +45,906 +534%
YCM
93
Yousif Capital Management
Michigan
$915K -$110K -6,611 -11%
Marshall Wace
94
Marshall Wace
United Kingdom
$856K +$827K +49,635 New
DADC
95
D.A. Davidson & Co
Montana
$851K
Mariner
96
Mariner
Kansas
$837K -$67.3K -4,042 -8%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$797K -$24.1K -1,448 -3%
DFCM
98
Dark Forest Capital Management
Puerto Rico
$764K +$262K +15,735 +55%
Federated Hermes
99
Federated Hermes
Pennsylvania
$754K -$7.58K -455 -1%
DT
100
Diversified Trust
Tennessee
$738K +$55K +3,300 +8%

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.