We are live on ! Find out more
CVBF icon

CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
126
Lazari Capital Management
California
$522K
PAP
127
Persistent Asset Partners
Hong Kong
$518K +$526K +24,853 New
SPIA
128
Steward Partners Investment Advisory
New York
$450K -$16.4K -773 -4%
PA
129
Profund Advisors
Maryland
$449K +$119K +5,630 +37%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$438K +$41.1K +1,942 +10%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$437K +$35.7K +1,690 +9%
MOACM
132
Mutual of America Capital Management
New York
$426K +$2.96K +140 +0.7%
NAAA
133
New Age Alpha Advisors
New York
$417K +$412K +19,483 New
Pictet Asset Management
134
Pictet Asset Management
Switzerland
$417K +$22.3K +1,054 +6%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$409K -$14.6M -691,871 -97%
Corient Private Wealth
136
Corient Private Wealth
Florida
$407K -$217K -10,272 -35%
VPIM
137
Vanguard Personalized Indexing Management
California
$392K +$33.3K +1,572 +9%
EI
138
Ethic Inc
New York
$391K -$1.29K -61 -0.3%
JF
139
Jump Financial
Illinois
$382K +$378K +17,860 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$352K +$59.1K +2,794 +20%
SFA
141
Sequoia Financial Advisors
Ohio
$339K -$3.51K -166 -1%
ECM
142
Everence Capital Management
Indiana
$320K -$18K -850 -5%
AIP
143
Ameritas Investment Partners
Nebraska
$297K +$18.6K +880 +7%
DFCM
144
Dark Forest Capital Management
Puerto Rico
$294K +$47.3K +2,236 +19%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$288K -$11.4K -537 -4%
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$278K +$21.7K +1,025 +9%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$274K +$3.51K +166 +1%
AG
148
Algert Global
California
$271K +$268K +12,673 New
CWM
149
CIBC World Markets
New York
$265K +$262K +12,399 New
KIM
150
Kestra Investment Management
Texas
$261K +$258K +12,185 New

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.