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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
126
World Investment Advisors
California
$390K -$5.01K -301 -1%
CL
127
Choreo LLC
Illinois
$382K +$372K +22,365 New
GC
128
Guggenheim Capital
Illinois
$381K -$124K -7,459 -25%
MOACM
129
Mutual of America Capital Management
New York
$376K -$16.7K -1,001 -4%
SA
130
SpiderRock Advisors
Delaware
$367K
IC
131
IEQ Capital
California
$359K +$4.26K +256 +1%
ProShare Advisors
132
ProShare Advisors
Maryland
$353K -$105K -6,331 -24%
QT
133
Quantbot Technologies
New York
$340K -$797K -47,835 -71%
WDC
134
Woodward Diversified Capital
California
$335K
HSBC Holdings
135
HSBC Holdings
United Kingdom
$326K -$1.14M -68,463 -78%
EI
136
Ethic Inc
New York
$323K +$7.2K +432 +2%
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$323K
IWC
138
Integrated Wealth Concepts
Massachusetts
$322K +$400 +24 +0.1%
AA
139
AlphaMark Advisors
Kentucky
$316K +$305K +18,320 New
Russell Investments Group
140
Russell Investments Group
United Kingdom
$316K +$95.6K +5,738 +46%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$307K +$4.66K +280 +2%
AACP
142
Advantage Alpha Capital Partners
California
$297K -$30.1K -1,809 -10%
Arrowstreet Capital
143
Arrowstreet Capital
Massachusetts
$292K -$2.3M -137,815 -89%
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$285K +$300 +18 +0.1%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$285K -$64.2K -3,856 -19%
SFA
146
Sequoia Financial Advisors
Ohio
$285K -$5.16K -310 -2%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$267K
PP
148
PDT Partners
New York
$256K -$361K -21,684 -59%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$250K -$20.1K -1,205 -8%
VPIM
150
Vanguard Personalized Indexing Management
California
$250K +$12.5K +748 +5%

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.