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CVB Financial

237 hedge funds and large institutions have $2.57B invested in CVB Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

10% more funds holding

Funds holding: 216237 (+21)

0% more capital invested

Capital invested by funds: $2.56B → $2.57B (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.41% less ownership

Funds ownership: 72.69%72.28% (-0.41%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
87
Reduced
77
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MM
176
MQS Management
New York
$228K +$234K +8,994 New
FAN
177
Financial Advisors Network
California
$227K -$52.8K -2,026 -18%
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$224K -$17.6K -677 -7%
SDH
179
Sloy Dahl & Holst
Washington
$213K
ET
180
Equitable Trust
Tennessee
$211K +$217K +8,316 New
FFA
181
First Foundation Advisors
California
$206K +$808 +31 +0.4%
ISB
182
Iowa State Bank
Iowa
$204K +$210K +8,065 New
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$203K -$12.3K -472 -6%
SA
184
SAM Advisors
California
$203K
SCM
185
Shelton Capital Management
Colorado
$203K +$209K +8,024 New
GI
186
Gradient Investments
Minnesota
$173K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$159K +$4.9K +188 +3%
BG
188
Bollard Group
Massachusetts
$138K +$1.12K +43 +0.8%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$101K -$5.11K -196 -5%
NICM
190
Neo Ivy Capital Management
New York
$74K -$103K -3,965 -57%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$73K +$55.1K +2,116 +278%
EIP
192
Ellis Investment Partners
Pennsylvania
$68K
Macquarie Group
193
Macquarie Group
Australia
$58K -$22.6K -869 -38%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$56K +$11.5K +443 +25%
SWA
195
Sutton Wealth Advisors
Florida
$53.4K
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$49K
ROC
197
River Oaks Capital
Minnesota
$44K
C
198
Covestor
United Kingdom
$35K -$83.4K -3,201 -70%
QCG
199
Quadrant Capital Group
Ohio
$25K +$24.2K +930 +1,979%
VCM
200
Versant Capital Management
Arizona
$24K +$287 +11 +1%

CVBF Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2022, worth a combined $2.57B — up 0.19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVBF positions and 10 closed out — a net gain of 24 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 237 institutional investors held CVB Financial (CVBF) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $2.57B of CVB Financial stock for Q3 2022, up 0.19% quarter-over-quarter.
  • 34 funds opened new CVB Financial positions in Q3 2022 and 10 closed out, a net change of +24 holders.
  • The largest CVB Financial buyer in Q3 2022 was Morgan Stanley, an estimated $9.75M added.
  • The largest CVB Financial seller in Q3 2022 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.