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CVB Financial

181 hedge funds and large institutions have $2.12B invested in CVB Financial in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.87B → $2.12B (+$256M)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

0.13% more ownership

Funds ownership: 70.56%70.69% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 187181 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
62
Reduced
58
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
176
Quadrant Capital Group
Ohio
$1K
SL
177
Savior LLC
Massachusetts
$1K
S
178
SignatureFD
Georgia
$1K
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$619
ClearBridge Investments
180
ClearBridge Investments
New York
-$11.4M -582,107 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
181
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.96M -100,647 Closed
WC
182
Walthausen & Co
New York
-$1.51M -77,614 Closed
HSBC Holdings
183
HSBC Holdings
United Kingdom
-$1.02M -52,476 Closed
MSA
184
Mason Street Advisors
Wisconsin
-$926K -47,499 Closed
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
-$513K -26,318 Closed
II
186
Inspire Investing
Idaho
-$457K -23,449 Closed
KAS
187
Kestra Advisory Services
Texas
-$430K -22,189 Closed
Voloridge Investment Management
188
Voloridge Investment Management
Florida
-$376K -19,260 Closed
LPL Financial
189
LPL Financial
California
-$333K -17,099 Closed
AA
190
ALPS Advisors
Colorado
-$302K -15,506 Closed
M&T Bank
191
M&T Bank
New York
-$238K -12,239 Closed
JG
192
Jefferies Group
New York
-$215K -11,015 Closed
PI
193
PEAK6 Investments
Illinois
-$183K -9,410 Closed
FTDI
194
First Trust Direct Indexing
Massachusetts
-$71K -3,644 Closed
VI
195
Vestcor Inc
New Brunswick, Canada
-$61K -3,113 Closed
KBC Group
196
KBC Group
Belgium
-$305K -2,842 Closed
IA
197
Inspire Advisors
Idaho
-$23K -1,168 Closed
AFIA
198
America First Investment Advisors
Nebraska
-$21K -1,068 Closed
GRP
199
Global Retirement Partners
California
-$16K -812 Closed
Simplex Trading
200
Simplex Trading
Illinois
-$9K -465 Closed

CVBF Hedge Fund Activity: Q1 2021 in Review

181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2021, worth a combined $2.12B — up 14% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CVBF and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 62 added.

The largest buyer was State Street, adding an estimated $18.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $11.4M sold.

  • 181 institutional investors held CVB Financial (CVBF) as of Q1 2021, down from 187 in Q4 2020.
  • Funds reported $2.12B of CVB Financial stock for Q1 2021, up 14% quarter-over-quarter.
  • 22 funds opened new CVB Financial positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest CVB Financial buyer in Q1 2021 was State Street, an estimated $18.4M added.
  • The largest CVB Financial seller in Q1 2021 was ClearBridge Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2021.