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CVB Financial
CVBF

Overview Fund Activity

197 hedge funds and large institutions have $2.43B invested in CVB Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
82
Reduced
43
Closed
17
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$1.19M

Top Buyers

1
State Street
State Street
Massachusetts
+$34.9M
2
BlackRock
BlackRock
New York
+$34.5M
3
Creative Planning
Creative Planning
Kansas
+$27.2M
4
EVM
Eaton Vance Management
Massachusetts
+$20.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.4M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$22.4M
2
Goldman Sachs
Goldman Sachs
New York
-$20.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$13.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$8.24M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$4.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
176
Quent Capital
New York
$3K – – –
JWA
177
JFS Wealth Advisors
Pennsylvania
$3K +$1.78K +66 +147%
AF
178
Allworth Financial
California
$3K +$3K +121 New
CAM
179
ClariVest Asset Management
California
$2K – – –
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
GRP
181
Global Retirement Partners
California
$2K +$2K +78 New
APA
182
American Portfolios Advisors
New York
$1.74K – – –
CFGS
183
Concourse Financial Group Securities
Alabama
$1K -$378 -14 -27%
S
184
SignatureFD
Georgia
$1K – – –
MCM
185
Manchester Capital Management
Vermont
$1K – – –
GWS
186
Glassman Wealth Services
Virginia
$1K – – –
QCG
187
Quadrant Capital Group
Ohio
$1K – – –
CWP
188
Concord Wealth Partners
Virginia
$1K – – –
SC
189
Schubert & Co
Texas
$1K +$200 +5 +25%
DI
190
Disciplined Investments
Oklahoma
$1K +$1K +33 New
CI
191
Cordant Inc
Oregon
$1K +$1K +64 New
Macquarie Group
192
Macquarie Group
Australia
$53 – – –
RBA
193
Richard Bernstein Advisors
New York
– -$3.8M -177,389 Closed
Two Sigma Investments
194
Two Sigma Investments
New York
– -$1.73M -80,661 Closed
E
195
Ergoteles
New York
– -$1.45M -67,623 Closed
PI
196
Putnam Investments
Massachusetts
– -$1.19M -55,433 Closed
AQR Capital Management
197
AQR Capital Management
Connecticut
– -$1.15M -53,587 Closed
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
– -$754K -35,200 Closed
SG Americas Securities
199
SG Americas Securities
New York
– -$684K -31,954 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$668K -31,217 Closed
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