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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
83
Reduced
69
Closed
35
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$212K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$94.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$31.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$21.6M
4
BlackRock
BlackRock
New York
+$12.4M
5
UBS Group
UBS Group
Switzerland
+$11.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$34M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$14.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$14.6M
4
SAM
Silvercrest Asset Management
New York
-$5.33M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Lazari Capital Management
California
$522K – – –
PAP
127
Persistent Asset Partners
Hong Kong
$518K +$518K +24,853 New
SPIA
128
Steward Partners Investment Advisory
New York
$450K -$16.6K -773 -4%
PA
129
Profund Advisors
Maryland
$449K +$121K +5,630 +37%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$438K +$41.6K +1,942 +10%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$437K +$36.2K +1,690 +9%
MOACM
132
Mutual of America Capital Management
New York
$426K +$3K +140 +0.7%
NAAA
133
New Age Alpha Advisors
New York
$417K +$417K +19,483 New
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$417K +$22.6K +1,054 +6%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$409K -$14.8M -691,871 -97%
Corient Private Wealth
136
Corient Private Wealth
Florida
$407K -$220K -10,272 -35%
VPIM
137
Vanguard Personalized Indexing Management
California
$392K +$33.7K +1,572 +9%
EI
138
Ethic Inc
New York
$391K -$1.31K -61 -0.3%
JF
139
Jump Financial
Illinois
$382K +$382K +17,860 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$352K +$59.8K +2,794 +20%
SFA
141
Sequoia Financial Advisors
Ohio
$339K -$3.55K -166 -1%
ECM
142
Everence Capital Management
Indiana
$320K -$18.2K -850 -5%
AIP
143
Ameritas Investment Partners
Nebraska
$297K +$18.8K +880 +7%
DFCM
144
Dark Forest Capital Management
Puerto Rico
$294K +$47.9K +2,236 +19%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$288K -$11.5K -537 -4%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$278K +$21.9K +1,025 +9%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$274K +$3.55K +166 +1%
AG
148
Algert Global
California
$271K +$271K +12,673 New
CWM
149
CIBC World Markets
New York
$265K +$265K +12,399 New
KIM
150
Kestra Investment Management
Texas
$261K +$261K +12,185 New
4 5
6
7 8