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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
151
Algert Global
California
$242K -$1.03M -61,985 -82%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$239K -$6.03K -362 -3%
IIM
153
INTECH Investment Management
Florida
$236K +$228K +13,693 New
PA
154
Profund Advisors
Maryland
$232K +$27.6K +1,655 +14%
AAS
155
Avantax Advisory Services
Texas
$226K +$218K +13,106 New
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$225K -$1.5K -90 -0.7%
AIP
157
Ameritas Investment Partners
Nebraska
$224K -$13.4K -803 -6%
HAM
158
HoldCo Asset Management
Florida
$224K
Verition Fund Management
159
Verition Fund Management
Connecticut
$219K -$331K -19,844 -61%
MFG
160
Merit Financial Group
Georgia
$218K +$2.81K +169 +1%
PAG
161
Private Advisor Group
New Jersey
$211K -$64K -3,842 -24%
AWM
162
Ariadne Wealth Management
California
$208K +$6.4K +384 New
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$206K +$14.6K +876 +8%
WT
164
Whittier Trust
California
$201K +$466 +28 +0.2%
Squarepoint
165
Squarepoint
New York
$192K -$373K -22,413 -67%
MOS
166
MGO One Seven
Ohio
$188K -$5.11K -307 -3%
WI
167
WBI Investments
New Jersey
$177K +$171K +10,256 New
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$176K -$83 -5 -0%
HWA
169
HCR Wealth Advisors
California
$172K
AssetMark Inc
170
AssetMark Inc
California
$138K +$3.5K +210 +3%
PH
171
Pinnacle Holdings
Oklahoma
$135K
BG
172
Bollard Group
Massachusetts
$101K +$1.22K +73 +1%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$95.3K
CSC
174
Caldwell Sutter Capital
California
$87.4K
KBC Group
175
KBC Group
Belgium
$77K +$20.6K +1,234 +38%

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.