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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$74.9K +$74K +3,500 New
BTI
177
Blue Trust Inc
Georgia
$60.3K -$50.2K -2,375 -46%
HFS
178
Hopwood Financial Services
Virginia
$53.4K +$52.7K +2,493 New
C
179
Covestor
United Kingdom
$45K +$783 +37 +2%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.9K +$42 +2 +0.1%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$42.3K
CIAM
182
Caitong International Asset Management
Hong Kong
$39.1K +$38.7K +1,828 New
QCG
183
Quadrant Capital Group
Ohio
$38.8K
SO
184
STRS Ohio
Ohio
$38.5K +$38.1K +1,800 New
Nomura Asset Management
185
Nomura Asset Management
Japan
$34.7K +$15.2K +720 +80%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$34.1K
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$33.8K
VCM
188
Versant Capital Management
Arizona
$31.6K +$5.69K +269 +22%
UB
189
UMB Bank
Missouri
$23.3K
OP
190
ORG Partners
Indiana
$22.3K
PS
191
Principal Securities
Iowa
$22.1K +$19K +896 +669%
RA
192
Rise Advisors
New York
$20.1K +$212 +10 +1%
FFA
193
Farther Finance Advisors
California
$19.1K -$148 -7 -0.8%
MG
194
Mather Group
Illinois
$16.2K +$16K +757 New
HCA
195
Harbor Capital Advisors
Illinois
$14K +$1.08K +51 +9%
EWA
196
EverSource Wealth Advisors
Alabama
$13.6K +$571 +27 +4%
T
197
Transce3nd
Texas
$13.5K +$13.3K +630 New
ACM
198
Aster Capital Management
United Arab Emirates
$12K +$11.8K +559 New
HNB
199
Huntington National Bank
Ohio
$10.4K
QL
200
Quarry LP
New York
$6.59K +$4.61K +218 +242%

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.