CVBF icon

CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.41B invested in CVB Financial in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-23
Holders Change %
-9.7%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
84
Reduced
75
Closed
52
Calls
$6.56M
Puts
$2.89M
Net Calls
+$3.67M
Net Calls Change
+$4.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$107M
2
American Century Companies
2
American Century Companies
Missouri
$36.3M
3
NRCM
3
North Reef Capital Management
California
$9.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.3M
5
N
5
Numerai
California
$8.63M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$48.3M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
BlackRock
5
BlackRock
New York
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
151
Profund Advisors
Maryland
$207K +$47.9K +3,604 +30%
PAMS
152
Pictet Asset Management (Switzerland)
Switzerland
$206K – – –
IC
153
IEQ Capital
California
$199K +$199K +15,018 New
CGH
154
Crossmark Global Holdings
Texas
$198K -$1.15K -62 -0.6%
Verition Fund Management
155
Verition Fund Management
Connecticut
$194K -$13.2K -997 -6%
GCM
156
Gallacher Capital Management
Colorado
$193K +$193K +14,566 New
SFA
157
Sequoia Financial Advisors
Ohio
$183K +$183K +13,757 New
HAM
158
HoldCo Asset Management
Florida
$172K – – –
VPIM
159
Vanguard Personalized Indexing Management
California
$167K +$167K +12,590 New
WIA
160
World Investment Advisors
California
$165K +$165K +12,425 New
BCM
161
Bayesian Capital Management
New York
$161K +$161K +12,112 New
WT
162
Whittier Trust
California
$154K +$372 +28 +0.2%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$153K -$162K -12,198 -51%
MOS
164
MGO One Seven
Ohio
$152K +$152K +11,450 New
AIP
165
Ameritas Investment Partners
Nebraska
$142K – – –
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$135K +$135K +10,176 New
HWA
167
HCR Wealth Advisors
California
$133K – – –
KBC Group
168
KBC Group
Belgium
$127K -$13.6K -1,025 -10%
C
169
Covestor
United Kingdom
$105K +$69.5K +5,211 +196%
PH
170
Pinnacle Holdings
Oklahoma
$102K – – –
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$98.2K – – –
BG
172
Bollard Group
Massachusetts
$74K +$940 +71 +1%
CSC
173
Caldwell Sutter Capital
California
$67.3K – – –
Fidelity Investments
174
Fidelity Investments
Massachusetts
$65.1K +$51.3K +3,861 +371%
TRCT
175
Tower Research Capital (TRC)
New York
$54.5K -$209K -15,750 -79%
5 6
7
8 9