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CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.72B invested in CVB Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
–
Holders Change %
0%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
66
Reduced
83
Closed
24
Calls
$1.64M
Puts
$1.38M
Net Calls
+$257K
Net Calls Change
-$3.41M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$65.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$17.2M
3
FL
3
Fourthstone LLC
Missouri
$16.1M
4
SAM
4
Silvercrest Asset Management
New York
$62.3M
5
BlackRock
5
BlackRock
New York
$335M

Top Sellers

1
State Street
1
State Street
Massachusetts
$113M
2
PA
2
Parallel Advisors
California
$48.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$2.45M
4
NRCM
4
North Reef Capital Management
California
$0
5
N
5
Numerai
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$59K +$3.89K +235 +7%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$35.3K -$895 -54 -2%
QCG
178
Quadrant Capital Group
Ohio
$29.6K -$11.7K -708 -28%
CI Investments Inc
179
CI Investments Inc
Ontario, Canada
$28K -$218 -13 -0.8%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K +$2.81K +171 +11%
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$24.6K – – –
OP
182
ORG Partners
Indiana
$23.2K – – –
Simplex Trading
183
Simplex Trading
Illinois
$20K +$20K +1,225 New
FHA
184
First Horizon Advisors
Tennessee
$18.6K – – –
UB
185
UMB Bank
Missouri
$18.3K – – –
Nomura Asset Management
186
Nomura Asset Management
Japan
$14.9K – – –
Creative Planning
187
Creative Planning
Kansas
$11.6K +$11.6K +700 New
ST
188
Smithfield Trust
Pennsylvania
$10K – – –
QL
189
Quarry LP
New York
$8.95K +$8.95K +540 New
CSB
190
City State Bank
Iowa
$8K – – –
HNB
191
Huntington National Bank
Ohio
$7.77K – – –
VCM
192
Versant Capital Management
Arizona
$4.84K – – –
NA
193
NewEdge Advisors
Louisiana
$4.79K -$63.2K -3,815 -93%
GWS
194
Glassman Wealth Services
Virginia
$4.49K – – –
Mitsubishi UFJ Asset Management
195
Mitsubishi UFJ Asset Management
Japan
$3.28K +$3.28K +198 New
BIA
196
Bell Investment Advisors
California
$3.02K – – –
AF
197
Allworth Financial
California
$2.24K – – –
EWA
198
EverSource Wealth Advisors
Alabama
$2.04K – – –
QC
199
Quent Capital
New York
$2.02K – – –
JWA
200
JFS Wealth Advisors
Pennsylvania
$1.61K +$398 +24 +33%
6 7
8
9 10