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CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.41B invested in CVB Financial in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-23
Holders Change %
-9.7%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
84
Reduced
75
Closed
52
Calls
$6.56M
Puts
$2.89M
Net Calls
+$3.67M
Net Calls Change
+$4.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$107M
2
American Century Companies
2
American Century Companies
Missouri
$36.3M
3
NRCM
3
North Reef Capital Management
California
$9.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.3M
5
N
5
Numerai
California
$8.63M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$48.3M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
BlackRock
5
BlackRock
New York
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$386K +$386K +29,035 New
Osaic Holdings
127
Osaic Holdings
Arizona
$371K +$43.1K +3,245 +13%
SPIA
128
Steward Partners Investment Advisory
New York
$358K -$22.5K -1,694 -6%
US Bancorp
129
US Bancorp
Minnesota
$356K +$115K +8,636 +47%
BMCM
130
Black Maple Capital Management
Wisconsin
$345K +$345K +26,000 New
MOACM
131
Mutual of America Capital Management
New York
$340K -$19.8K -1,493 -6%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$338K -$73.5K -5,531 -18%
MCM
133
Maltese Capital Management
New York
$332K -$930K -70,000 -74%
LCM
134
Lazari Capital Management
California
$324K +$324K +24,376 New
Boston Partners
135
Boston Partners
Massachusetts
$323K +$2.2K +209 +0.7%
ET
136
Equitable Trust
Tennessee
$320K +$100K +7,556 +46%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$290K – – –
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$290K +$7.82K +525 +3%
IWC
139
Integrated Wealth Concepts
Massachusetts
$285K -$37.6K -2,828 -12%
ProShare Advisors
140
ProShare Advisors
Maryland
$275K +$19.3K +1,456 +8%
DT
141
Diversified Trust
Tennessee
$267K -$121K -9,110 -31%
Natixis Advisors
142
Natixis Advisors
Massachusetts
$250K +$250K +18,822 New
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$237K +$87.2K +6,576 +58%
HighTower Advisors
144
HighTower Advisors
Illinois
$236K +$13.3K +988 +6%
HWAM
145
Hennion & Walsh Asset Management
New Jersey
$233K +$13.4K +1,006 +6%
RJA
146
Raymond James & Associates
Florida
$228K +$228K +17,178 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$225K +$86.8K +6,539 +63%
BI
148
Berkeley Inc
Idaho
$222K -$50.8K -3,824 -19%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$222K -$265 -20 -0.1%
Lido Advisors
150
Lido Advisors
California
$215K -$41.4K -3,114 -16%
4 5
6
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