CVBF icon

CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in CVB Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
–
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
66
Reduced
83
Closed
24
Calls
$1.64M
Puts
$1.38M
Net Calls
+$257K
Net Calls Change
-$3.41M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$65.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.2M
3
FL
3
Fourthstone LLC
Missouri
$16.1M
4
SAM
4
Silvercrest Asset Management
New York
$62.3M
5
BlackRock
5
BlackRock
New York
$335M

Top Sellers

1
State Street
1
State Street
Massachusetts
$113M
2
PA
2
Parallel Advisors
California
$48.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.45M
4
NRCM
4
North Reef Capital Management
California
$0
5
N
5
Numerai
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$462K -$65.8K -3,973 -12%
SPIA
127
Steward Partners Investment Advisory
New York
$440K -$6.46K -390 -1%
ET
128
Equitable Trust
Tennessee
$432K +$33K +1,994 +8%
US Bancorp
129
US Bancorp
Minnesota
$405K -$39.7K -2,398 -9%
LCM
130
Lazari Capital Management
California
$404K – – –
Walleye Capital
131
Walleye Capital
New York
$397K -$604K -36,432 -60%
MOACM
132
Mutual of America Capital Management
New York
$384K -$39.3K -2,372 -9%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$361K – – –
DT
134
Diversified Trust
Tennessee
$347K +$14.1K +851 +4%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$343K +$31.5K +1,905 +10%
ProShare Advisors
136
ProShare Advisors
Maryland
$335K -$8.19K -494 -2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$325K -$11.7K -674 -3%
AA
138
ALPS Advisors
Colorado
$325K +$325K +19,590 New
IWC
139
Integrated Wealth Concepts
Massachusetts
$308K -$47.7K -2,880 -13%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$301K +$4.54K +274 +2%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$299K +$8.75K +528 +3%
VRS
142
Virginia Retirement Systems
Virginia
$297K +$297K +17,900 New
SFA
143
Sequoia Financial Advisors
Ohio
$286K +$58.3K +3,517 +26%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$279K -$1.82K -110 -0.6%
TRCT
145
Tower Research Capital (TRC)
New York
$269K +$201K +12,158 +296%
EP
146
Edgestream Partners
New Jersey
$265K -$2.81M -169,654 -91%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$263K -$14.3K -861 -5%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$257K +$257K +15,508 New
WIA
149
World Investment Advisors
California
$255K +$49.5K +2,987 +24%
IC
150
IEQ Capital
California
$252K +$2.93K +177 +1%
4 5
6
7 8