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CVB Financial
CVBF

Overview Fund Activity

224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Goldman Sachs
2
Goldman Sachs
New York
$78.7M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$58.8M
4
American Century Companies
4
American Century Companies
Missouri
$96.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$261K
2
FL
2
Fourthstone LLC
Missouri
$0
3
BlackRock
3
BlackRock
New York
$393M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
126
Natixis Advisors
Massachusetts
$544K +$126K +6,257 +30%
GC
127
Guggenheim Capital
Illinois
$526K -$36.8K -1,825 -7%
AACP
128
Advantage Alpha Capital Partners
California
$520K +$520K +25,736 New
ProShare Advisors
129
ProShare Advisors
Maryland
$504K +$95.5K +4,732 +23%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$501K -$450K -22,302 -47%
NA
131
NewEdge Advisors
Louisiana
$496K +$490K +24,264 +8,396%
SPIA
132
Steward Partners Investment Advisory
New York
$495K -$40.3K -1,997 -8%
LCM
133
Lazari Capital Management
California
$492K – – –
MOACM
134
Mutual of America Capital Management
New York
$468K -$646 -32 -0.1%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$457K -$228K -11,280 -33%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$440K – – –
ECM
137
Everence Capital Management
Indiana
$435K +$117K +5,790 +37%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$410K +$22.8K +1,105 +6%
FRM
139
Fox Run Management
Connecticut
$396K +$396K +19,604 New
WDC
140
Woodward Diversified Capital
California
$392K +$392K +19,415 New
TC
141
TwinBeech Capital
New York
$390K +$390K +19,311 New
SPS
142
Susquehanna Portfolio Strategies
Pennsylvania
$388K +$388K +19,222 New
IWC
143
Integrated Wealth Concepts
Massachusetts
$376K +$1.47K +73 +0.4%
AA
144
ALPS Advisors
Colorado
$374K -$21.3K -1,055 -5%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$356K -$10K -497 -3%
SFA
146
Sequoia Financial Advisors
Ohio
$353K +$4.66K +231 +1%
TRCT
147
Tower Research Capital (TRC)
New York
$351K +$22.4K +1,110 +7%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$350K +$29.5K +1,463 +9%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$317K +$317K +15,707 New
WIA
150
World Investment Advisors
California
$315K +$3.57K +177 +1%
4 5
6
7 8