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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$74.8K -$32.6K -1,959 -31%
GI
177
GAMMA Investing
California
$61.8K +$2.35K +141 +4%
C
178
Covestor
United Kingdom
$44K +$17.9K +1,073 +73%
IC
179
Innealta Capital
Texas
$38.2K +$36.9K +2,214 New
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.3K -$983 -59 -3%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$33.5K
QCG
182
Quadrant Capital Group
Ohio
$31.9K +$20.2K +1,214 +191%
VCM
183
Versant Capital Management
Arizona
$30.4K +$26.2K +1,574 +833%
NC
184
nVerses Capital
Florida
$29.3K +$23.3K +1,400 +467%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$27.5K +$26.6K +1,595 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$25.8K +$83 +5 +0.3%
OP
187
ORG Partners
Indiana
$23.9K +$23.4K +1,403 New
SAM
188
Smartleaf Asset Management
Massachusetts
$20.5K +$20.1K +1,208 New
UB
189
UMB Bank
Missouri
$20.3K +$400 +24 +2%
RA
190
Rise Advisors
New York
$15.8K +$183 +11 +1%
Nomura Asset Management
191
Nomura Asset Management
Japan
$15.5K
FFA
192
Farther Finance Advisors
California
$14.2K +$2.25K +135 +19%
CFM
193
Catalyst Funds Management
Australia
$13.8K -$202K -12,100 -94%
EWA
194
EverSource Wealth Advisors
Alabama
$11.6K +$966 +58 +11%
PS
195
Principal Securities
Iowa
$11.1K +$67 +4 +0.6%
HNB
196
Huntington National Bank
Ohio
$8.38K +$283 +17 +4%
Group One Trading
197
Group One Trading
Illinois
$4.66K
LI
198
LRI Investments
Florida
$3.83K +$3.7K +222 New
NA
199
NewEdge Advisors
Louisiana
$3.45K -$406K -24,353 -99%
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$3.41K

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.