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CVB Financial
CVBF

Overview Fund Activity

245 hedge funds and large institutions have $2.51B invested in CVB Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 17 closing their positions.

Holders
245
Holders Change
+8
Holders Change %
+3.38%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
30
Increased
88
Reduced
87
Closed
17
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$37.4M
3
PAM
3
Panagora Asset Management
Massachusetts
$11.1M
4
Charles Schwab
4
Charles Schwab
California
$85.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$69.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
BlackRock
2
BlackRock
New York
$512M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.1M
4
RIP
4
Rhino Investment Partners
Pennsylvania
$6.81M
5
SSA
5
Schonfeld Strategic Advisors
New York
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAN
176
Financial Advisors Network
California
$213K -$18.2K -706 -8%
FFA
177
First Foundation Advisors
California
$209K – – –
SCM
178
Shelton Capital Management
Colorado
$207K – – –
SA
179
SAM Advisors
California
$206K – – –
KAS
180
Kestra Advisory Services
Texas
$205K +$205K +7,975 New
GI
181
Gradient Investments
Minnesota
$176K – – –
DekaBank Deutsche Girozentrale
182
DekaBank Deutsche Girozentrale
Germany
$174K +$174K +6,666 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$162K +$103 +4 +0.1%
SG Americas Securities
184
SG Americas Securities
New York
$156K +$156K +6,074 New
UAML
185
US Asset Management LLC
Pennsylvania
$144K +$144K +5,594 New
BG
186
Bollard Group
Massachusetts
$141K +$1.01K +39 +0.7%
NICM
187
Neo Ivy Capital Management
New York
$133K +$57.6K +2,243 +76%
CSC
188
Caldwell Sutter Capital
California
$131K +$131K +5,068 New
VanEck Associates
189
VanEck Associates
New York
$111K +$111K +4,302 New
PMEF
190
Point72 Middle East FZE
United Arab Emirates
$91.9K +$91.9K +3,570 New
Dimensional Fund Advisors
191
Dimensional Fund Advisors
Texas
$90.7K -$735 -28,553 -0.8%
NA
192
NewEdge Advisors
Louisiana
$89.5K +$9.4K +2,940 +12%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$58.6K +$1.93K +75 +3%
SWA
194
Sutton Wealth Advisors
Florida
$54.3K – – –
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$44K – – –
CI Investments Inc
196
CI Investments Inc
Ontario, Canada
$42K +$42K +1,635 New
VCM
197
Versant Capital Management
Arizona
$33.3K +$9.37K +364 +39%
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K -$73K -2,827 -71%
QCG
199
Quadrant Capital Group
Ohio
$29.9K +$4.76K +185 +19%
Nomura Asset Management
200
Nomura Asset Management
Japan
$23.2K – – –
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8
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