CVBF icon

CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
70
Reduced
85
Closed
23
Calls
$14K
Puts
$226K
Net Calls
-$212K
Net Calls Change
-$916K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$49.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.65M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$35.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
151
HoldCo Asset Management
Florida
$231K – – –
GC
152
Guggenheim Capital
Illinois
$228K -$166K -9,301 -42%
Russell Investments Group
153
Russell Investments Group
United Kingdom
$225K -$101K -5,678 -31%
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$223K -$8.89K -499 -4%
PAG
155
Private Advisor Group
New Jersey
$222K +$3.94K +221 +2%
LP
156
LMR Partners
United Kingdom
$215K +$215K +12,038 New
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$213K – – –
DFCM
158
Dark Forest Capital Management
Puerto Rico
$204K -$585K -32,852 -74%
MOS
159
MGO One Seven
Ohio
$188K -$5.63K -316 -3%
Man Group
160
Man Group
United Kingdom
$187K +$187K +10,508 New
PWPS
161
Pinnacle Wealth Planning Services
Ohio
$179K -$2.64K -148 -1%
BHCM
162
Brevan Howard Capital Management
Jersey
$179K +$179K +10,055 New
MFG
163
Merit Financial Group
Georgia
$179K -$45.9K -2,576 -20%
HWA
164
HCR Wealth Advisors
California
$178K – – –
PH
165
Pinnacle Holdings
Oklahoma
$139K – – –
SG Americas Securities
166
SG Americas Securities
New York
$107K +$107K +6,020 New
BG
167
Bollard Group
Massachusetts
$106K +$1.06K +59 +1%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$93.6K -$4.99K -280 -5%
CSC
169
Caldwell Sutter Capital
California
$90.3K – – –
BTI
170
Blue Trust Inc
Georgia
$89.5K -$315K -18,243 -78%
WT
171
Whittier Trust
California
$87.7K -$120K -6,744 -58%
KBC Group
172
KBC Group
Belgium
$79K – – –
GI
173
GAMMA Investing
California
$77.8K +$13.9K +780 +22%
Osaic Holdings
174
Osaic Holdings
Arizona
$77K -$285 -16 -0.4%
CFM
175
Catalyst Funds Management
Australia
$58.8K +$44.6K +2,500 +313%
5 6
7
8 9