We are live on ! Find out more
CVBF icon

CVB Financial

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.84% less ownership

Funds ownership: 73.53%72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
101
Millennium Management
New York
$929K +$895K +37,445 New
MIAN
102
Mariner Independent Advisor Network
Kansas
$897K +$56K +2,342 +7%
UBS Group
103
UBS Group
Switzerland
$896K -$141K -5,905 -14%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$895K
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$888K +$856K +35,806 New
CSS
106
Cubist Systematic Strategies
Connecticut
$882K +$276K +11,549 +48%
Citadel Advisors
107
Citadel Advisors
Florida
$855K -$621K -25,978 -43%
WG
108
Winton Group
United Kingdom
$764K +$736K +30,781 New
AA
109
Apriem Advisors
California
$757K
SCA
110
Snowden Capital Advisors
New York
$715K +$690K +28,846 New
Two Sigma Investments
111
Two Sigma Investments
New York
$711K +$686K +28,676 New
SG Americas Securities
112
SG Americas Securities
New York
$682K +$657K +27,488 New
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$650K -$550 -23 -0.1%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$636K +$178K +7,463 +41%
IWC
115
Integrated Wealth Concepts
Massachusetts
$613K
Squarepoint
116
Squarepoint
New York
$580K +$559K +23,375 New
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$572K
Osaic Holdings
118
Osaic Holdings
Arizona
$569K -$2.1K -88 -0.4%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$562K -$94K -3,932 -15%
GC
120
Guggenheim Capital
Illinois
$561K -$112K -4,693 -17%
MOACM
121
Mutual of America Capital Management
New York
$553K +$65.7K +2,749 +14%
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$541K -$201K -8,400 -28%
BI
123
Berkeley Inc
Idaho
$539K -$16.5K -692 -3%
ECM
124
Everence Capital Management
Indiana
$538K +$208K +8,680 +67%
NA
125
NewEdge Advisors
Louisiana
$509K +$491K +20,521 New

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.