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CVB Financial
CVBF

181 hedge funds and large institutions have $2.12B invested in CVB Financial in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.87B → $2.12B (+$256M)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

0.13% more ownership

Funds ownership: 70.56% → 70.69% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 187 → 181 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
62
Reduced
58
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$18.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.11M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.61M
4
Millennium Management
Millennium Management
New York
+$5.59M
5
BlackRock
BlackRock
New York
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$11.4M
2
Northern Trust
Northern Trust
Illinois
-$10.1M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$7.89M
4
CCP
Clifford Capital Partners
Utah
-$7.52M
5
Renaissance Technologies
Renaissance Technologies
New York
-$6.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$36K +$4.7K +216 +15%
SO
152
STRS Ohio
Ohio
$30K – – –
Toronto Dominion Bank
153
Toronto Dominion Bank
Ontario, Canada
$28K -$15.2K -698 -35%
PCG
154
Private Capital Group
Connecticut
$25K +$6.83K +314 +39%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
VCM
156
Versant Capital Management
Arizona
$22K – – –
HI
157
Human Investing
Oregon
$14K +$13.6K +626 New
ST
158
Smithfield Trust
Pennsylvania
$13K – – –
FCA
159
FinTrust Capital Advisors
South Carolina
$10K – – –
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$3.41K -157 -28%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$9K – – –
PFBT
162
Parkside Financial Bank & Trust
Missouri
$8K – – –
GAM
163
Gemmer Asset Management
California
$4K – – –
SFS
164
Sowell Financial Services
Arkansas
$4K – – –
TWA
165
TCI Wealth Advisors
Arizona
$3K +$2.78K +128 New
BCA
166
Berman Capital Advisors
Georgia
$2K -$2K -92 -45%
MWP
167
Meridian Wealth Partners
Pennsylvania
$2K +$1.65K +76 New
AIG
168
American International Group
New York
$1.9K -$20.2K -929 -1%
APA
169
American Portfolios Advisors
New York
$1.66K – – –
TPCW
170
TD Private Client Wealth
New York
$1.24K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$1K -$11.2K -514 -91%
CAM
172
ClariVest Asset Management
California
$1K – – –
FPS
173
Fieldpoint Private Securities
Connecticut
$1K – – –
GWS
174
Glassman Wealth Services
Virginia
$1K – – –
MCM
175
Manchester Capital Management
Vermont
$1K – – –
5 6
7
8 9

CVBF Hedge Fund Activity: Q1 2021 in Review

181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2021, worth a combined $2.12B — up 14% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CVBF and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 62 added.

The largest buyer was State Street, adding an estimated $18.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $11.4M sold.

  • 181 institutional investors held CVB Financial (CVBF) as of Q1 2021, down from 187 in Q4 2020.
  • Funds reported $2.12B of CVB Financial stock for Q1 2021, up 14% quarter-over-quarter.
  • 22 funds opened new CVB Financial positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest CVB Financial buyer in Q1 2021 was State Street, an estimated $18.4M added.
  • The largest CVB Financial seller in Q1 2021 was ClearBridge Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2021.