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CVB Financial

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: 216237 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
126
Squarepoint
New York
$643K +$53.1K +2,036 +9%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$641K +$58.1K +2,230 +10%
NA
128
NewEdge Advisors
Louisiana
$635K +$118K +4,543 +22%
PFO
129
PMC FIG Opportunities
Israel
$633K +$248K +9,500 +61%
IWC
130
Integrated Wealth Concepts
Massachusetts
$625K -$78 -3 -0%
American Century Companies
131
American Century Companies
Missouri
$598K +$175K +6,732 +40%
ETC
132
Exchange Traded Concepts
Oklahoma
$598K +$616K +23,627 New
Osaic Holdings
133
Osaic Holdings
Arizona
$581K +$417 +16 +0.1%
DT
134
Diversified Trust
Tennessee
$554K +$167K +6,417 +42%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$552K
NYLIM
136
New York Life Investment Management
New York
$552K +$45K +1,727 +9%
CC
137
Cipher Capital
New York
$551K +$568K +21,780 New
BI
138
Berkeley Inc
Idaho
$541K -$9.51K -365 -2%
FIA
139
Foundations Investment Advisors
Arizona
$519K
TRCT
140
Tower Research Capital (TRC)
New York
$518K +$434K +16,667 +440%
AIMCA
141
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$500K
ACM
142
AlphaCrest Capital Management
New York
$495K +$510K +19,560 New
US Bancorp
143
US Bancorp
Minnesota
$487K +$3.57K +137 +0.7%
LPL Financial
144
LPL Financial
California
$482K -$1.21M -46,390 -71%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$468K +$104K +3,975 +27%
ProShare Advisors
146
ProShare Advisors
Maryland
$463K -$18.6K -715 -4%
E
147
Ergoteles
New York
$441K +$453K +17,402 New
ACM
148
Aquatic Capital Management
Illinois
$438K +$443K +17,000 +5,667%
HWAM
149
Hennion & Walsh Asset Management
New Jersey
$433K -$13.9K -534 -3%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$430K +$104K +3,991 +31%

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.