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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
83
Reduced
69
Closed
35
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$212K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$94.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.1M
3
Victory Capital Management
Victory Capital Management
Texas
$31.9M
4
BlackRock
BlackRock
New York
$441M
5
UBS Group
UBS Group
Switzerland
$16.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$92.9M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$409K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SAM
Silvercrest Asset Management
New York
$76.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$74.9K +$74.9K +3,500 New
BTI
177
Blue Trust Inc
Georgia
$60.3K -$50.8K -2,375 -46%
HFS
178
Hopwood Financial Services
Virginia
$53.4K +$53.4K +2,493 New
C
179
Covestor
United Kingdom
$45K +$796 +37 +2%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.9K +$43 +2 +0.1%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$42.3K – – –
CIAM
182
Caitong International Asset Management
Hong Kong
$39.1K +$39.1K +1,828 New
QCG
183
Quadrant Capital Group
Ohio
$38.8K – – –
SO
184
STRS Ohio
Ohio
$38.5K +$38.5K +1,800 New
Nomura Asset Management
185
Nomura Asset Management
Japan
$34.7K +$15.4K +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 +$5.76K +269 +22%
UB
189
UMB Bank
Missouri
$23.3K – – –
OP
190
ORG Partners
Indiana
$22.3K – – –
PS
191
Principal Securities
Iowa
$22.1K +$19.2K +896 +669%
RA
192
Rise Advisors
New York
$20.1K +$214 +10 +1%
FFA
193
Farther Finance Advisors
California
$19.1K -$150 -7 -0.8%
MG
194
Mather Group
Illinois
$16.2K +$16.2K +757 New
HCA
195
Harbor Capital Advisors
Illinois
$14K +$1.12K +51 +9%
EWA
196
EverSource Wealth Advisors
Alabama
$13.6K +$578 +27 +4%
T
197
Transce3nd
Texas
$13.5K +$13.5K +630 New
ACM
198
Aster Capital Management
United Arab Emirates
$12K +$12K +559 New
HNB
199
Huntington National Bank
Ohio
$10.4K – – –
QL
200
Quarry LP
New York
$6.59K +$4.67K +218 +242%
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