CVB Financial
CVBF
171 hedge funds and large institutions have $1.97B invested in CVB Financial in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 19 closing their positions.
0.62% less ownership
Funds ownership: 70.69% → 70.07% (-0.62%)
6% less funds holding
Funds holding: 181 → 171 (-10)
7% less capital invested
Capital invested by funds: $2.12B → $1.97B (-$154M)
14% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 69
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
53% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$13.7M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$7.45M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.95M |
| 4 |
C
Cliffwater
Marina Del Rey,
California
|
+$4.13M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$10.9M |
| 2 |
Renaissance Technologies
New York
|
-$5.91M |
| 3 |
Millennium Management
New York
|
-$5.23M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$5.01M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$4.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
176
Everence Capital Management
Goshen,
Indiana
| – | -$389K | -17,620 | Closed |
|
|
PP
177
Paloma Partners
Greenwich,
Connecticut
| – | -$350K | -15,840 | Closed |
|
|
CC
178
Cipher Capital
New York
| – | -$347K | -15,715 | Closed |
|
|
NICM
179
Neo Ivy Capital Management
New York
| – | -$261K | -11,811 | Closed |
|
|
PAMU
180
Pictet Asset Management (UK)
London,
United Kingdom
| – | -$254K | -11,500 | Closed |
|
|
DTL
181
Dynamic Technology Lab
Singapore
| – | -$241K | -10,932 | Closed |
|
|
QT
182
Quantbot Technologies
New York
| – | -$103K | -4,677 | Closed |
|
|
SWM
183
Spire Wealth Management
Mclean,
Virginia
| – | -$56K | -2,400 | Closed |
|
|
HI
184
Human Investing
Lake Oswego,
Oregon
| – | -$14K | -626 | Closed |
|
185
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9K | -404 | Closed |
|
|
SFS
186
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$4K | -200 | Closed |
|
|
MWP
187
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$2K | -76 | Closed |
|
|
MAM
188
Meeder Asset Management
Dublin,
Ohio
| – | +$284 | +13 | New |
|
CVBF Hedge Fund Activity: Q2 2021 in Review
171 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2021, worth a combined $1.97B — down 7.3% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of CVBF and 9 opened new positions — a net loss of 10 holders — while 69 trimmed existing stakes and 59 added.
The largest buyer was State Street, adding an estimated $13.7M. The largest seller was Invesco, cutting an estimated $10.9M.
- 171 institutional investors held CVB Financial (CVBF) as of Q2 2021, down from 181 in Q1 2021.
- Funds reported $1.97B of CVB Financial stock for Q2 2021, down 7.3% quarter-over-quarter.
- 9 funds opened new CVB Financial positions in Q2 2021 and 19 closed out, a net change of -10 holders.
- The largest CVB Financial buyer in Q2 2021 was State Street, an estimated $13.7M added.
- The largest CVB Financial seller in Q2 2021 was Invesco, an estimated $10.9M sold.
Based on aggregated 13F filings for Q2 2021.