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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$735K
LPL Financial
102
LPL Financial
California
$728K -$569K -34,155 -45%
AB
103
Amalgamated Bank
New York
$699K -$22.2K -1,335 -3%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$682K -$467K -28,059 -41%
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$676K +$653K +39,211 New
ASRS
106
Arizona State Retirement System
Arizona
$673K +$12.1K +725 +2%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$655K -$316K -18,990 -33%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$627K
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$619K
New York State Teachers Retirement System (NYSTRS)
110
New York State Teachers Retirement System (NYSTRS)
New York
$618K -$6.66K -400 -1%
AA
111
Apriem Advisors
California
$595K
OQS
112
Occudo Quantitative Strategies
Florida
$566K -$325K -19,497 -37%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$554K -$55K -3,300 -9%
GCP
114
GSA Capital Partners
United Kingdom
$537K -$981K -58,891 -65%
Holocene Advisors
115
Holocene Advisors
New York
$515K -$1.65M -99,106 -77%
Corient Private Wealth
116
Corient Private Wealth
Florida
$506K -$6.25K -375 -1%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$493K -$50 -3 -0%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$486K -$774K -46,491 -62%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$464K
US Bancorp
120
US Bancorp
Minnesota
$451K -$2.55K -153 -0.6%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$449K +$86.2K +5,177 +25%
LCM
122
Lazari Capital Management
California
$420K
BTI
123
Blue Trust Inc
Georgia
$418K +$390K +23,433 New
AQR Capital Management
124
AQR Capital Management
Connecticut
$417K +$229K +13,771 +132%
SPIA
125
Steward Partners Investment Advisory
New York
$396K -$8.21K -493 -2%

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.