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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
83
Reduced
69
Closed
35
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$212K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$94.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.1M
3
Victory Capital Management
Victory Capital Management
Texas
$31.9M
4
BlackRock
BlackRock
New York
$441M
5
UBS Group
UBS Group
Switzerland
$16.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$92.9M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$409K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SAM
Silvercrest Asset Management
New York
$76.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$241K -$25.6K -1,196 -10%
WF
152
Whelan Financial
California
$227K +$227K +10,619 New
FT
153
Fiduciary Trust
Massachusetts
$222K +$222K +10,374 New
MOS
154
MGO One Seven
Ohio
$221K -$5.42K -253 -2%
SC
155
Savant Capital
Illinois
$221K +$221K +10,304 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$215K +$215K +10,049 New
HWA
157
HCR Wealth Advisors
California
$214K – – –
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$207K -$61.6K -2,877 -23%
CGH
159
Crossmark Global Holdings
Texas
$206K +$206K +9,612 New
X
160
Xponance
Pennsylvania
$204K +$204K +9,539 New
KAM
161
Knightsbridge Asset Management
California
$204K +$204K +9,525 New
QCM
162
QRG Capital Management
Illinois
$201K +$201K +9,389 New
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$177K -$201K -9,427 -53%
PH
164
Pinnacle Holdings
Oklahoma
$167K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$146K +$33.4K +1,560 +30%
KBC Group
166
KBC Group
Belgium
$129K +$33.4K +1,556 +35%
BG
167
Bollard Group
Massachusetts
$128K +$1.35K +63 +1%
SG Americas Securities
168
SG Americas Securities
New York
$126K -$3.26K -152 -3%
TRCT
169
Tower Research Capital (TRC)
New York
$114K -$320K -14,950 -74%
CSC
170
Caldwell Sutter Capital
California
$109K – – –
WT
171
Whittier Trust
California
$106K +$492 +23 +0.5%
GI
172
GAMMA Investing
California
$103K +$9.7K +453 +10%
SAM
173
Smartleaf Asset Management
Massachusetts
$95.3K +$56.4K +2,597 +145%
SCM
174
Sterling Capital Management
North Carolina
$89.4K +$79.6K +3,719 +816%
Osaic Holdings
175
Osaic Holdings
Arizona
$88K -$4.5K -210 -5%
5 6
7
8 9