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CVB Financial
CVBF

Overview Fund Activity

170 hedge funds and large institutions have $2B invested in CVB Financial in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-15
Holders Change %
-8.11%
% of All Funds
3.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
63
Reduced
58
Closed
29
Calls
$369K
Puts
$395K
Net Calls
-$26K
Net Calls Change
-$26K

Top Buyers

1
PA
Parallel Advisors
California
$78.3M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18M
3
Vanguard Group
Vanguard Group
Pennsylvania
$293M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$35.1M
5
ClearBridge Investments
ClearBridge Investments
New York
$6.98M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$91.4M
2
C
Cliffwater
California
$6.1M
3
Morgan Stanley
Morgan Stanley
New York
$8.1M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$130M
5
PAM
Panagora Asset Management
Massachusetts
$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$137K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$135K +$14.6K +732 +12%
MOACM
128
Mutual of America Capital Management
New York
$116K +$20.6K +1,032 +22%
Osaic Holdings
129
Osaic Holdings
Arizona
$115K +$115K +5,765 New
First Manhattan
130
First Manhattan
New York
$109K – – –
QT
131
Quantbot Technologies
New York
$83K +$9.32K +465 +13%
WT
132
Whittier Trust
California
$72K – – –
LIA
133
LS Investment Advisors
Michigan
$69K – – –
RFA
134
Reilly Financial Advisors
California
$60K – – –
Lazard Asset Management
135
Lazard Asset Management
New York
$60K +$20.3K +1,023 +51%
EIP
136
Ellis Investment Partners
Pennsylvania
$52K – – –
AIC
137
Ameritas Investment Company
Nebraska
$52K +$52K +2,681 New
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$48K +$4.88K +242 +11%
PCG
139
Private Capital Group
Connecticut
$46K +$23.3K +1,152 +103%
VCM
140
Versant Capital Management
Arizona
$41K +$31.6K +1,594 +334%
PI
141
PineBridge Investments
New York
$39K -$1.44M -72,857 -97%
GT
142
Glenmede Trust
Pennsylvania
$29K – – –
AFIA
143
America First Investment Advisors
Nebraska
$28K -$28.1K -1,393 -50%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$28K +$28K +1,420 New
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +533 New
ST
147
Smithfield Trust
Pennsylvania
$8K – – –
BL
148
Balentine LLC
Georgia
$7K – – –
CTC
149
Central Trust Company
Missouri
$6K – – –
SWA
150
Sutton Wealth Advisors
Florida
$5.63K -$33.6K -1,678 -86%
4 5
6
7 8