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CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.41B invested in CVB Financial in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-23
Holders Change %
-9.7%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
84
Reduced
75
Closed
52
Calls
$6.56M
Puts
$2.89M
Net Calls
+$3.67M
Net Calls Change
+$4.6M

Top Buyers

1
State Street
1
State Street
Massachusetts
$107M
2
American Century Companies
2
American Century Companies
Missouri
$36.3M
3
NRCM
3
North Reef Capital Management
California
$9.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.3M
5
N
5
Numerai
California
$8.63M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$48.3M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
BlackRock
5
BlackRock
New York
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$54.5K -$3.65K -275 -6%
GI
177
Gradient Investments
Minnesota
$47.8K -$42.9K -3,234 -47%
AssetMark Inc
178
AssetMark Inc
California
$44.2K +$13.7K +1,031 +45%
QCG
179
Quadrant Capital Group
Ohio
$33.1K +$19.6K +1,476 +145%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$29K +$27.1K +2,042 +1,459%
BWM
181
BerganKDV Wealth Management
Minnesota
$23.4K – – –
CI Investments Inc
182
CI Investments Inc
Ontario, Canada
$22K -$1.19K -91 -5%
Ohio Public Employees Retirement System (OPERS)
183
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$4.39K +337 +28%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$19.7K +$8.94K +673 +83%
OP
185
ORG Partners
Indiana
$19K +$19K +1,403 New
FHA
186
First Horizon Advisors
Tennessee
$14.9K +$4.48K +337 +43%
UB
187
UMB Bank
Missouri
$14.6K +$14.6K +1,102 New
Nomura Asset Management
188
Nomura Asset Management
Japan
$12K – – –
ST
189
Smithfield Trust
Pennsylvania
$8K – – –
CSB
190
City State Bank
Iowa
$7K – – –
HNB
191
Huntington National Bank
Ohio
$6.23K +$1.58K +119 +34%
VCM
192
Versant Capital Management
Arizona
$3.88K -$2.19K -165 -36%
GWS
193
Glassman Wealth Services
Virginia
$3.6K +$3.16K +238 +721%
BIA
194
Bell Investment Advisors
California
$2.42K +$1.83K +138 +314%
AF
195
Allworth Financial
California
$1.79K +$186 +14 +12%
EWA
196
EverSource Wealth Advisors
Alabama
$1.63K -$6.52K -491 -80%
QC
197
Quent Capital
New York
$1.62K – – –
FCA
198
FinTrust Capital Advisors
South Carolina
$1.44K – – –
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
BTI
200
Blue Trust Inc
Georgia
$1K +$1K +89 New
6 7
8
9 10