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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
Comerica Bank
76
Comerica Bank
Texas
$1.42M +$4.02K +190 +0.3%
MAC
77
Mason & Associates (California)
California
$1.41M -$452K -21,390 -24%
LSERS
78
Louisiana State Employees Retirement System
Louisiana
$1.36M
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$1.33M
LPL Financial
80
LPL Financial
California
$1.31M -$501K -23,675 -28%
CSIC
81
Clifford Swan Investment Counsel
California
$1.23M -$4.74K -224 -0.4%
BI
82
Bolthouse Investments
California
$1.22M +$1.21M +56,978 New
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$1.17M
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$1.13M +$203K +9,600 +22%
YCM
85
Yousif Capital Management
Michigan
$1.06M -$24K -1,134 -2%
DT
86
Diversified Trust
Tennessee
$1.06M +$111K +5,249 +12%
DADC
87
D.A. Davidson & Co
Montana
$1.06M
TI
88
Trexquant Investment
Connecticut
$993K +$494K +23,333 +101%
MSRPS
89
Maryland State Retirement & Pension System
Maryland
$949K
HSBC Holdings
90
HSBC Holdings
United Kingdom
$929K +$476K +22,525 +109%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$912K
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$896K -$611K -28,891 -41%
Federated Hermes
93
Federated Hermes
Pennsylvania
$890K -$33.6K -1,589 -4%
Fisher Asset Management
94
Fisher Asset Management
Washington
$884K +$873K +41,273 New
ASRS
95
Arizona State Retirement System
Arizona
$867K +$6.28K +297 +0.7%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$863K
VOYA Investment Management
97
VOYA Investment Management
Georgia
$856K -$3.7M -175,101 -81%
ProShare Advisors
98
ProShare Advisors
Maryland
$854K +$260K +12,289 +44%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$841K -$63K -2,977 -7%
AB
100
Amalgamated Bank
New York
$826K -$3.53K -167 -0.4%

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.