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CVB Financial
CVBF

237 hedge funds and large institutions have $2.57B invested in CVB Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

10% more funds holding

Funds holding: 216 → 237 (+21)

0% more capital invested

Capital invested by funds: $2.56B → $2.57B (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.41% less ownership

Funds ownership: 72.69% → 72.28% (-0.41%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
87
Reduced
77
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.75M
2
Man Group
Man Group
United Kingdom
+$6.02M
3
BlackRock
BlackRock
New York
+$5.42M
4
Charles Schwab
Charles Schwab
California
+$4.74M
5
PAM
Panagora Asset Management
Massachusetts
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16M
2
CIP
Champlain Investment Partners
Vermont
-$15.6M
3
State Street
State Street
Massachusetts
-$12.6M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$10.8M
5
SSA
Schonfeld Strategic Advisors
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$1.14M -$379K -14,535 -24%
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$17.4K -667 -2%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$1.06M -$6.8K -261 -0.6%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$1.03M +$474K +18,184 +80%
Wells Fargo
105
Wells Fargo
California
$1.02M -$75K -2,880 -7%
OQS
106
Occudo Quantitative Strategies
Florida
$1.02M +$1.05M +40,112 New
AQR Capital Management
107
AQR Capital Management
Connecticut
$985K +$1.01M +38,895 New
TRSOTSOK
108
Teachers Retirement System of the State of Kentucky
Kentucky
$980K +$1.01M +38,700 New
ASRS
109
Arizona State Retirement System
Arizona
$971K -$18.9K -726 -2%
MIAN
110
Mariner Independent Advisor Network
Kansas
$921K +$521 +20 +0.1%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$921K +$7.56K +290 +0.8%
AA
112
Apriem Advisors
California
$848K +$78.2K +3,000 +10%
PCM
113
Penserra Capital Management
California
$847K +$872K +33,480 New
Jane Street
114
Jane Street
New York
$754K -$638K -24,500 -45%
SPIA
115
Steward Partners Investment Advisory
New York
$747K -$505K -19,396 -40%
SCA
116
Snowden Capital Advisors
New York
$736K +$6.44K +247 +0.9%
HIM
117
Hillsdale Investment Management
Ontario, Canada
$727K +$748K +28,700 New
AG
118
Algert Global
California
$725K +$335K +12,869 +82%
PRS
119
Pinkerton Retirement Specialists
Idaho
$675K +$695K +26,666 New
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$666K -$248K -9,520 -27%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$666K +$17.7K +680 +3%
MOACM
122
Mutual of America Capital Management
New York
$662K +$101K +3,874 +17%
ECM
123
Everence Capital Management
Indiana
$661K +$115K +4,410 +20%
GC
124
Guggenheim Capital
Illinois
$660K +$89.6K +3,438 +15%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$658K -$3.98M -152,922 -86%
3 4
5
6 7

CVBF Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2022, worth a combined $2.57B — up 0.19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVBF positions and 10 closed out — a net gain of 24 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 237 institutional investors held CVB Financial (CVBF) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $2.57B of CVB Financial stock for Q3 2022, up 0.19% quarter-over-quarter.
  • 34 funds opened new CVB Financial positions in Q3 2022 and 10 closed out, a net change of +24 holders.
  • The largest CVB Financial buyer in Q3 2022 was Morgan Stanley, an estimated $9.75M added.
  • The largest CVB Financial seller in Q3 2022 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.