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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
70
Reduced
85
Closed
23
Calls
$14K
Puts
$226K
Net Calls
-$212K
Net Calls Change
-$916K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$49.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.65M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$35.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
176
Simplex Trading
Illinois
$38K +$38K +2,155 New
C
177
Covestor
United Kingdom
$37K -$8.79K -488 -19%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.5K +$1.02K +57 +3%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$35.2K +$624 +35 +2%
QCG
180
Quadrant Capital Group
Ohio
$32.3K -$677 -38 -2%
SAM
181
Smartleaf Asset Management
Massachusetts
$31.8K +$10.4K +584 +48%
Jones Financial Companies
182
Jones Financial Companies
Missouri
$28.3K – – –
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$28.2K +$1.55K +87 +6%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$26.9K +$26.9K +1,510 New
VCM
185
Versant Capital Management
Arizona
$21.5K -$9.94K -558 -32%
PMAM
186
Picton Mahoney Asset Management
Ontario, Canada
$21K +$21K +1,164 New
UB
187
UMB Bank
Missouri
$19.4K -$1.59K -89 -8%
OP
188
ORG Partners
Indiana
$18.6K -$6.42K -360 -26%
RA
189
Rise Advisors
New York
$16.5K +$178 +10 +1%
FFA
190
Farther Finance Advisors
California
$16.1K +$1.23K +69 +8%
Nomura Asset Management
191
Nomura Asset Management
Japan
$16K – – –
EWA
192
EverSource Wealth Advisors
Alabama
$10.9K – – –
HCA
193
Harbor Capital Advisors
Illinois
$10K +$10K +586 New
HNB
194
Huntington National Bank
Ohio
$8.66K – – –
SCM
195
Sterling Capital Management
North Carolina
$8.13K +$8.13K +456 New
LI
196
LRI Investments
Florida
$6.85K +$1.83K +81 +36%
TCOV
197
Trust Company of Vermont
Vermont
$4.3K +$4.3K +241 New
NA
198
NewEdge Advisors
Louisiana
$3.56K – – –
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$3.53K – – –
AAP
200
Arax Advisory Partners
Colorado
$3.51K – – –
6 7
8
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