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CVB Financial
CVBF

Overview Fund Activity

221 hedge funds and large institutions have $1.77B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.22%
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
89
Closed
25
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$29.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
SAM
4
Silvercrest Asset Management
New York
$60.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$5.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.2M
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
CBB
3
Citizens Business Bank
California
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$33.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$250K +$12.8K +748 +5%
AG
152
Algert Global
California
$242K -$1.07M -61,985 -82%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$239K -$6.24K -362 -3%
IIM
154
INTECH Investment Management
Florida
$236K +$236K +13,693 New
PA
155
Profund Advisors
Maryland
$232K +$28.5K +1,655 +14%
AAS
156
Avantax Advisory Services
Texas
$226K +$226K +13,106 New
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$225K -$1.55K -90 -0.7%
AIP
158
Ameritas Investment Partners
Nebraska
$224K -$13.8K -803 -6%
HAM
159
HoldCo Asset Management
Florida
$224K – – –
Verition Fund Management
160
Verition Fund Management
Connecticut
$219K -$342K -19,844 -61%
MFG
161
Merit Financial Group
Georgia
$218K +$2.91K +169 +1%
PAG
162
Private Advisor Group
New Jersey
$211K -$66.2K -3,842 -24%
AWM
163
Ariadne Wealth Management
California
$208K +$208K +384 New
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$206K +$15.1K +876 +8%
WT
165
Whittier Trust
California
$201K +$482 +28 +0.2%
Squarepoint
166
Squarepoint
New York
$192K -$386K -22,413 -67%
MOS
167
MGO One Seven
Ohio
$188K -$5.29K -307 -3%
WI
168
WBI Investments
New Jersey
$177K +$177K +10,256 New
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$176K -$86 -5 -0%
HWA
170
HCR Wealth Advisors
California
$172K – – –
AssetMark Inc
171
AssetMark Inc
California
$138K +$3.62K +210 +3%
PH
172
Pinnacle Holdings
Oklahoma
$135K – – –
BG
173
Bollard Group
Massachusetts
$101K +$1.26K +73 +1%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$95.3K – – –
CSC
175
Caldwell Sutter Capital
California
$87.4K – – –
5 6
7
8 9