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CVB Financial

197 hedge funds and large institutions have $2.43B invested in CVB Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 43

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $2.11B → $2.43B (+$321M)

6% more funds holding

Funds holding: 185197 (+12)

0.82% more ownership

Funds ownership: 72.71%73.53% (+0.82%)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
82
Reduced
43
Closed
17
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$843K
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$837K -$539K -23,285 -39%
ASRS
103
Arizona State Retirement System
Arizona
$808K +$1.27K +55 +0.2%
MIAN
104
Mariner Independent Advisor Network
Kansas
$788K +$787K +34,009 New
Victory Capital Management
105
Victory Capital Management
Texas
$721K -$8.28M -357,953 -92%
AA
106
Apriem Advisors
California
$708K
ProShare Advisors
107
ProShare Advisors
Maryland
$707K -$42K -1,816 -6%
Handelsbanken Fonder
108
Handelsbanken Fonder
Sweden
$701K
GC
109
Guggenheim Capital
Illinois
$633K -$20.2K -873 -3%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$617K +$42.3K +1,828 +7%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$608K +$1.34K +58 +0.2%
IWC
112
Integrated Wealth Concepts
Massachusetts
$573K +$571K +24,698 New
CSS
113
Cubist Systematic Strategies
Connecticut
$557K +$555K +23,999 New
AIM
114
Aigen Investment Management
New York
$538K +$537K +23,193 New
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$536K
Osaic Holdings
116
Osaic Holdings
Arizona
$534K +$360K +15,572 +209%
BI
117
Berkeley Inc
Idaho
$520K -$3.08K -133 -0.6%
FIA
118
Foundations Investment Advisors
Arizona
$467K +$474K +20,497 New
MOACM
119
Mutual of America Capital Management
New York
$453K +$49K +2,117 +12%
US Bancorp
120
US Bancorp
Minnesota
$446K -$10.3K -445 -2%
PA
121
Profund Advisors
Maryland
$437K +$105K +4,540 +32%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$422K +$420K +18,173 New
DT
123
Diversified Trust
Tennessee
$410K +$32.4K +1,400 +9%
IA
124
IndexIQ Advisors
New York
$398K -$46K -1,987 -10%
HWAM
125
Hennion & Walsh Asset Management
New Jersey
$374K +$373K +16,101 New

CVBF Hedge Fund Activity: Q1 2022 in Review

197 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2022, worth a combined $2.43B — up 15% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 17 closed out — a net gain of 14 holders — while 82 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $34.8M. The largest seller was American Century Companies, cutting an estimated $22.3M.

  • 197 institutional investors held CVB Financial (CVBF) as of Q1 2022, up from 185 in Q4 2021.
  • Funds reported $2.43B of CVB Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q1 2022 and 17 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q1 2022 was State Street, an estimated $34.8M added.
  • The largest CVB Financial seller in Q1 2022 was American Century Companies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2022.