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CVB Financial

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.84% less ownership

Funds ownership: 73.53%72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$56K
SWA
177
Sutton Wealth Advisors
Florida
$52.3K
Fidelity Investments
178
Fidelity Investments
Massachusetts
$44K +$20.6K +860 +96%
ROC
179
River Oaks Capital
Minnesota
$43K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$42K +$40.7K +1,703 New
VCM
181
Versant Capital Management
Arizona
$23K +$622 +26 +3%
Nomura Asset Management
182
Nomura Asset Management
Japan
$22.3K
FHA
183
First Horizon Advisors
Tennessee
$20K +$19.1K +800 New
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$19K -$183K -7,655 -91%
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$19K +$11.7K +490 +155%
BWM
186
BerganKDV Wealth Management
Minnesota
$16K +$6.93K +290 +83%
ST
187
Smithfield Trust
Pennsylvania
$15K
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$13K
CSB
189
City State Bank
Iowa
$12K
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$2.13K -89 -16%
FCA
191
FinTrust Capital Advisors
South Carolina
$11K
PCG
192
Private Capital Group
Connecticut
$10K -$287 -12 -3%
EWA
193
EverSource Wealth Advisors
Alabama
$7K
ACM
194
Aquatic Capital Management
Illinois
$7K +$7.17K +300 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$6K +$646 +27 +13%
MAM
196
Meeder Asset Management
Ohio
$6K +$5.16K +216 +1,440%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$5K
TWA
198
TCI Wealth Advisors
Arizona
$5K
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$4K
JWA
200
JFS Wealth Advisors
Pennsylvania
$4K +$1K +42 +38%

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.