CVBF icon

CVB Financial
CVBF

Overview Fund Activity

224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Goldman Sachs
2
Goldman Sachs
New York
$78.7M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$58.8M
4
American Century Companies
4
American Century Companies
Missouri
$96.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$261K
2
FL
2
Fourthstone LLC
Missouri
$0
3
BlackRock
3
BlackRock
New York
$393M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
176
Point72 Asia (Singapore)
Singapore
$105K +$105K +5,201 New
CSC
177
Caldwell Sutter Capital
California
$102K – – –
KBC Group
178
KBC Group
Belgium
$86K – – –
GI
179
GAMMA Investing
California
$84.5K +$84.5K +5,038 New
Boston Partners
180
Boston Partners
Massachusetts
$79.6K +$8.35K +3,606 +12%
GI
181
Gradient Investments
Minnesota
$72.7K – – –
EC
182
EntryPoint Capital
New York
$65.2K +$65.2K +3,228 New
C
183
Covestor
United Kingdom
$52K -$124K -6,173 -70%
PHK
184
Point72 Hong Kong
Hong Kong
$42.4K +$42.4K +2,100 New
MPWT
185
MassMutual Private Wealth & Trust
Connecticut
$39.2K -$3.74K -185 -9%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.9K +$3.41K +169 +10%
SO
187
STRS Ohio
Ohio
$36K +$36K +1,800 New
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$29.5K -$464 -23 -2%
FHA
189
First Horizon Advisors
Tennessee
$22.7K – – –
UB
190
UMB Bank
Missouri
$22.2K – – –
ACM
191
Aquatic Capital Management
Illinois
$20K -$70K -3,500 -78%
SWS
192
SYSTM Wealth Solutions
Illinois
$18.7K +$18.7K +926 New
Nomura Asset Management
193
Nomura Asset Management
Japan
$18.2K – – –
PS
194
Principal Securities
Iowa
$17.3K +$17.3K +859 New
FFA
195
Farther Finance Advisors
California
$15.4K +$14.1K +699 +1,075%
QCG
196
Quadrant Capital Group
Ohio
$12.8K -$23.2K -1,150 -64%
ST
197
Smithfield Trust
Pennsylvania
$12K – – –
HNB
198
Huntington National Bank
Ohio
$9.47K – – –
CSB
199
City State Bank
Iowa
$8K -$2K -100 -20%
GWS
200
Glassman Wealth Services
Virginia
$5.47K – – –
6 7
8
9 10