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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
70
Reduced
85
Closed
23
Calls
$14K
Puts
$226K
Net Calls
-$212K
Net Calls Change
-$916K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$49.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.65M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$35.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
126
World Investment Advisors
California
$407K +$4.01K +225 +1%
EC
127
EntryPoint Capital
New York
$393K +$393K +22,047 New
SPIA
128
Steward Partners Investment Advisory
New York
$388K -$21K -1,176 -5%
SA
129
SpiderRock Advisors
Delaware
$383K +$3.89K +218 +1%
IC
130
IEQ Capital
California
$374K +$3.72K +209 +1%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$369K +$29.7K +1,655 +9%
TRCT
132
Tower Research Capital (TRC)
New York
$361K -$610K -34,248 -63%
MOACM
133
Mutual of America Capital Management
New York
$352K -$36.6K -2,056 -9%
AA
134
AlphaMark Advisors
Kentucky
$342K +$15.3K +859 +5%
WDC
135
Woodward Diversified Capital
California
$339K -$7.4K -415 -2%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$333K – – –
Pictet Asset Management
137
Pictet Asset Management
Switzerland
$328K +$51.9K +2,913 +19%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$328K -$914K -51,569 -74%
EI
139
Ethic Inc
New York
$327K -$7.71K -432 -2%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$316K -$2K -112 -0.6%
VPIM
141
Vanguard Personalized Indexing Management
California
$298K +$39.2K +2,201 +15%
SFA
142
Sequoia Financial Advisors
Ohio
$285K -$9.11K -511 -3%
ECM
143
Everence Capital Management
Indiana
$281K -$103K -5,780 -27%
PA
144
Profund Advisors
Maryland
$274K +$33.6K +1,884 +14%
PP
145
Paloma Partners
Connecticut
$271K +$271K +15,198 New
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$267K +$8.36K +468 +3%
PP
147
PDT Partners
New York
$265K – – –
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$249K +$2.07K +116 +0.8%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$238K -$50K -2,874 -17%
AIP
150
Ameritas Investment Partners
Nebraska
$231K – – –
4 5
6
7 8