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CVB Financial
CVBF

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

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197 → 216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.84% less ownership

Funds ownership: 73.53% → 72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
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

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.8M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.9M
3
SSA
Schonfeld Strategic Advisors
New York
+$15M
4
EVM
Eaton Vance Management
Massachusetts
+$14M
5
Morgan Stanley
Morgan Stanley
New York
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$27.2M
2
American Century Companies
American Century Companies
Missouri
-$19.6M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$18.6M
5
BlackRock
BlackRock
New York
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
201
Allworth Financial
California
$3K – – –
QC
202
Quent Capital
New York
$3K +$24 +1 +0.8%
CAM
203
ClariVest Asset Management
California
$2K – – –
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
GRP
205
Global Retirement Partners
California
$2K +$167 +7 +9%
SC
206
Schubert & Co
Texas
$2K +$1.03K +43 +172%
APA
207
American Portfolios Advisors
New York
$1.86K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$1K – – –
GWS
209
Glassman Wealth Services
Virginia
$1K – – –
MCM
210
Manchester Capital Management
Vermont
$1K – – –
QCG
211
Quadrant Capital Group
Ohio
$1K – – –
S
212
SignatureFD
Georgia
$1K – – –
DI
213
Disciplined Investments
Oklahoma
$1K +$72 +3 +9%
BIA
214
Bell Investment Advisors
California
$1K +$550 +23 New
SFG
215
Steward Financial Group
Texas
$1K +$1.41K +59 New
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$402 -$584K -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
– -$2.52M -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
6 7 8
9
10

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.