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CVB Financial
CVBF

Overview Fund Activity

185 hedge funds and large institutions have $2.11B invested in CVB Financial in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
–
Holders Change %
0%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
66
Reduced
61
Closed
28
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$569K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$38.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$88.2M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$18.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$25.2M
5
CIP
5
Champlain Investment Partners
Vermont
$67.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$3.94M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
Millennium Management
3
Millennium Management
New York
$0
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$0
5
BlackRock
5
BlackRock
New York
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
151
Macquarie Group
Australia
$49K – – –
SWA
152
Sutton Wealth Advisors
Florida
$45.1K +$599 +28 +1%
TRCT
153
Tower Research Capital (TRC)
New York
$39K -$362K -16,985 -90%
Lazard Asset Management
154
Lazard Asset Management
New York
$23K – – –
VCM
155
Versant Capital Management
Arizona
$19K +$2.77K +131 +17%
FAG
156
Fortitude Advisory Group
Washington
$18K +$18K +832 New
ST
157
Smithfield Trust
Pennsylvania
$13K – – –
CSB
158
City State Bank
Iowa
$11K +$11K +500 New
FCA
159
FinTrust Capital Advisors
South Carolina
$9K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$8K – – –
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.28K +$3.72K +173,761 +104%
PCG
162
Private Capital Group
Connecticut
$7K -$651 -28 -9%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +315 New
EWA
164
EverSource Wealth Advisors
Alabama
$6K +$6K +263 New
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$5K +$1.02K +43 +26%
TWA
166
TCI Wealth Advisors
Arizona
$4K -$350 -16 -8%
GAM
167
Gemmer Asset Management
California
$4K – – –
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$4K +$36 +2 +0.9%
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$5.24K -262 -64%
QC
170
Quent Capital
New York
$3K +$3K +121 New
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +152 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$2K -$18.9K -943 -90%
CAM
173
ClariVest Asset Management
California
$2K – – –
APA
174
American Portfolios Advisors
New York
$1.61K – – –
GWS
175
Glassman Wealth Services
Virginia
$1K – – –
5 6
7
8 9