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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
151
Private Advisor Group
New Jersey
$241K -$25.3K -1,196 -10%
WF
152
Whelan Financial
California
$227K +$225K +10,619 New
FT
153
Fiduciary Trust
Massachusetts
$222K +$219K +10,374 New
MOS
154
MGO One Seven
Ohio
$221K -$5.35K -253 -2%
SC
155
Savant Capital
Illinois
$221K +$218K +10,304 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$215K +$213K +10,049 New
HWA
157
HCR Wealth Advisors
California
$214K
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$207K -$60.9K -2,877 -23%
CGH
159
Crossmark Global Holdings
Texas
$206K +$203K +9,612 New
X
160
Xponance
Pennsylvania
$204K +$202K +9,539 New
KAM
161
Knightsbridge Asset Management
California
$204K +$201K +9,525 New
QCM
162
QRG Capital Management
Illinois
$201K +$199K +9,389 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$177K -$199K -9,427 -53%
PH
164
Pinnacle Holdings
Oklahoma
$167K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$146K +$33K +1,560 +30%
KBC Group
166
KBC Group
Belgium
$129K +$32.9K +1,556 +35%
BG
167
Bollard Group
Massachusetts
$128K +$1.33K +63 +1%
SG Americas Securities
168
SG Americas Securities
New York
$126K -$3.21K -152 -3%
TRCT
169
Tower Research Capital (TRC)
New York
$114K -$316K -14,950 -74%
CSC
170
Caldwell Sutter Capital
California
$109K
WT
171
Whittier Trust
California
$106K +$487 +23 +0.5%
GI
172
GAMMA Investing
California
$103K +$9.58K +453 +10%
SAM
173
Smartleaf Asset Management
Massachusetts
$95.3K +$54.9K +2,597 +145%
SCM
174
Sterling Capital Management
North Carolina
$89.4K +$78.7K +3,719 +816%
Osaic Holdings
175
Osaic Holdings
Arizona
$88K -$4.44K -210 -5%

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.