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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$821K +$42.7K +2,021 +6%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$814K
Mariner
103
Mariner
Kansas
$801K +$5.69K +269 +0.7%
Franklin Resources
104
Franklin Resources
California
$786K -$166K -7,833 -18%
AQR Capital Management
105
AQR Capital Management
Connecticut
$760K +$121K +5,712 +19%
AA
106
Apriem Advisors
California
$739K
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$699K -$36K -1,700 -5%
Connor, Clark & Lunn Investment Management (CC&L)
108
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$695K -$2.76M -130,489 -80%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$694K -$30K -1,420 -4%
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$677K +$99.4K +4,700 +17%
IC
111
IEQ Capital
California
$671K +$219K +10,336 +49%
OPERF
112
Oregon Public Employees Retirement Fund
Oregon
$661K -$2.12K -100 -0.3%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$644K +$73.8K +3,488 +13%
Squarepoint
114
Squarepoint
New York
$643K +$636K +30,045 New
AACP
115
Advantage Alpha Capital Partners
California
$638K +$71.6K +3,383 +13%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$629K -$118K -5,599 -16%
KK
117
KLP Kapitalforvaltning
Norway
$622K +$609K +28,800 New
PFSRSONJ
118
Police & Firemen's Retirement System of New Jersey
New Jersey
$607K +$600K +28,350 New
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$600K -$761 -36 -0.1%
Allianz Asset Management
120
Allianz Asset Management
Germany
$584K -$91K -4,300 -14%
AF
121
Allworth Financial
California
$580K +$590K +27,913 +23,069%
WIA
122
World Investment Advisors
California
$580K +$86.2K +4,075 +18%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$576K -$831K -39,287 -59%
Pathstone Holdings
124
Pathstone Holdings
New Jersey
$567K +$244K +11,513 +77%
US Bancorp
125
US Bancorp
Minnesota
$565K -$106 -5 -0%

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.