CVB Financial
CVBF
185 hedge funds and large institutions have $2.11B invested in CVB Financial in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 28 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
8% more capital invested
Capital invested by funds: $1.95B → $2.11B (+$158M)
2.4% more ownership
Funds ownership: 70.31% → 72.71% (+2.4%)
8% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 61
4% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 28
0% more funds holding
Funds holding: 185 → 185 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$36.7M |
| 2 |
Goldman Sachs
New York
|
+$19.3M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$18.1M |
| 4 |
JP Morgan Chase
New York
|
+$17.9M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$45.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.5M |
| 3 |
Millennium Management
New York
|
-$14.4M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$13.6M |
| 5 |
BlackRock
New York
|
-$8.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Group One Trading
Chicago,
Illinois
| – | -$204K | -10,000 | Closed |
|
|
UAML
202
US Asset Management LLC
Pittsburgh,
Pennsylvania
| – | -$112K | -5,522 | Closed |
|
|
PHK
203
Point72 Hong Kong
Hong Kong
| – | -$76K | -3,718 | Closed |
|
|
PI
204
PEAK6 Investments
Chicago,
Illinois
| – | -$11K | -519 | Closed |
|
|
OSAM
205
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$10K | -487 | Closed |
|
|
DFCM
206
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$4K | -185 | Closed |
|
|
TPCW
207
TD Private Client Wealth
New York
| – | -$1.14K | -56 | Closed |
|
|
MAM
208
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -33 | Closed |
|
|
BIA
209
Bell Investment Advisors
Oakland,
California
| – | -$554 | -27 | -54% |
|
|
CAL
210
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$205 | +10 | New |
|
|
SC
211
Schubert & Co
Mckinney,
Texas
| – | +$410 | +20 | New |
|
CVBF Hedge Fund Activity: Q4 2021 in Review
185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2021, worth a combined $2.11B — up 8.1% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new CVBF positions and 28 closed out — a net gain of 1 holder — while 66 added to existing stakes and 61 trimmed.
The largest buyer was American Century Companies, adding an estimated $36.7M. The largest seller was Wells Fargo, cutting an estimated $45.1M.
- 185 institutional investors held CVB Financial (CVBF) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $2.11B of CVB Financial stock for Q4 2021, up 8.1% quarter-over-quarter.
- 29 funds opened new CVB Financial positions in Q4 2021 and 28 closed out, a net change of +1 holder.
- The largest CVB Financial buyer in Q4 2021 was American Century Companies, an estimated $36.7M added.
- The largest CVB Financial seller in Q4 2021 was Wells Fargo, an estimated $45.1M sold.
Based on aggregated 13F filings for Q4 2021.