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CVB Financial

181 hedge funds and large institutions have $2.12B invested in CVB Financial in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.87B → $2.12B (+$256M)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

0.13% more ownership

Funds ownership: 70.56%70.69% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 187181 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
62
Reduced
58
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Apriem Advisors
California
$690K
MIAN
102
Mariner Independent Advisor Network
Kansas
$578K
GC
103
Guggenheim Capital
Illinois
$543K +$141K +6,484 +36%
US Bancorp
104
US Bancorp
Minnesota
$520K -$12.7K -584 -2%
FAN
105
Financial Advisors Network
California
$490K -$106K -4,892 -18%
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$486K
ACM
107
AlphaCrest Capital Management
New York
$461K -$3.11K -143 -0.7%
SG Americas Securities
108
SG Americas Securities
New York
$443K +$269K +12,378 +161%
Skandinaviska Enskilda Banken (SEB)
109
Skandinaviska Enskilda Banken (SEB)
Sweden
$433K
IA
110
IndexIQ Advisors
New York
$394K +$388K +17,854 New
BI
111
Berkeley Inc
Idaho
$391K +$385K +17,720 New
ECM
112
Everence Capital Management
Indiana
$389K
MOACM
113
Mutual of America Capital Management
New York
$377K +$23.8K +1,095 +7%
PP
114
Paloma Partners
Connecticut
$350K +$73.6K +3,383 +27%
CC
115
Cipher Capital
New York
$347K +$342K +15,715 New
PA
116
Profund Advisors
Maryland
$338K +$40.4K +1,860 +14%
OC
117
Oppenheimer & Co
New York
$331K
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$323K +$56.8K +2,614 +22%
Jane Street
119
Jane Street
New York
$310K +$305K +14,020 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$286K -$64.9K -2,983 -19%
TRCT
121
Tower Research Capital (TRC)
New York
$281K -$29.2K -1,345 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K +$272K +12,500 New
DT
123
Diversified Trust
Tennessee
$272K
OQS
124
Occudo Quantitative Strategies
Florida
$263K +$259K +11,909 New
NICM
125
Neo Ivy Capital Management
New York
$261K +$257K +11,811 New

CVBF Hedge Fund Activity: Q1 2021 in Review

181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2021, worth a combined $2.12B — up 14% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CVBF and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 62 added.

The largest buyer was State Street, adding an estimated $18.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $11.4M sold.

  • 181 institutional investors held CVB Financial (CVBF) as of Q1 2021, down from 187 in Q4 2020.
  • Funds reported $2.12B of CVB Financial stock for Q1 2021, up 14% quarter-over-quarter.
  • 22 funds opened new CVB Financial positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest CVB Financial buyer in Q1 2021 was State Street, an estimated $18.4M added.
  • The largest CVB Financial seller in Q1 2021 was ClearBridge Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2021.