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CVB Financial
CVBF

Overview Fund Activity

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.65%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$29.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$34.2M
3
SSA
3
Schonfeld Strategic Advisors
New York
$40.7M
4
EVM
4
Eaton Vance Management
Massachusetts
$53.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$24.6M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
American Century Companies
2
American Century Companies
Missouri
$419K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$37.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$61.4M
5
BlackRock
5
BlackRock
New York
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Allworth Financial
California
$3K – – –
QC
202
Quent Capital
New York
$3K +$25 +1 +0.8%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
CAM
204
ClariVest Asset Management
California
$2K – – –
GRP
205
Global Retirement Partners
California
$2K +$165 +7 +9%
SC
206
Schubert & Co
Texas
$2K +$1.27K +43 +172%
APA
207
American Portfolios Advisors
New York
$1.86K – – –
GWS
208
Glassman Wealth Services
Virginia
$1K – – –
CFGS
209
Concourse Financial Group Securities
Alabama
$1K – – –
MCM
210
Manchester Capital Management
Vermont
$1K – – –
S
211
SignatureFD
Georgia
$1K – – –
QCG
212
Quadrant Capital Group
Ohio
$1K – – –
DI
213
Disciplined Investments
Oklahoma
$1K +$83 +3 +9%
BIA
214
Bell Investment Advisors
California
$1K +$1K +23 New
SFG
215
Steward Financial Group
Texas
$1K +$1K +59 New
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$402 -$622 -24,437 -61%
Creative Planning
217
Creative Planning
Kansas
– -$27.2M -1,171,947 Closed
D.E. Shaw & Co
218
D.E. Shaw & Co
New York
– -$2.53M -108,792 Closed
Holocene Advisors
219
Holocene Advisors
New York
– -$2.37M -102,253 Closed
BGIM
220
Brandywine Global Investment Management
Pennsylvania
– -$1.4M -60,173 Closed
OQS
221
Occudo Quantitative Strategies
Florida
– -$1.06M -45,605 Closed
AIM
222
Aigen Investment Management
New York
– -$538K -23,193 Closed
NC
223
NinePointTwo Capital
California
– -$332K -14,314 Closed
FPS
224
Fieldpoint Private Securities
Connecticut
– -$146K -6,291 Closed
FAG
225
Fortitude Advisory Group
Washington
– -$19K -832 Closed
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