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CVB Financial
CVBF

Overview Fund Activity

237 hedge funds and large institutions have $2.57B invested in CVB Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
34
Increased
87
Reduced
77
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$34.6M
2
Man Group
Man Group
United Kingdom
$5.85M
3
BlackRock
BlackRock
New York
$519M
4
Charles Schwab
Charles Schwab
California
$77.4M
5
PAM
Panagora Asset Management
Massachusetts
$4.53M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$47.1M
2
CIP
Champlain Investment Partners
Vermont
$50.2M
3
State Street
State Street
Massachusetts
$171M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$28M
5
SSA
Schonfeld Strategic Advisors
New York
$31.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$24K +$4.38K +180 +22%
Nomura Asset Management
202
Nomura Asset Management
Japan
$22.8K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$19K +$5.68K +222 +43%
FHA
204
First Horizon Advisors
Tennessee
$17K -$3.18K -126 -16%
BWM
205
BerganKDV Wealth Management
Minnesota
$16K – – –
ST
206
Smithfield Trust
Pennsylvania
$15K – – –
EWA
207
EverSource Wealth Advisors
Alabama
$14K +$7.45K +299 +114%
MAM
208
Meeder Asset Management
Ohio
$14K +$8.26K +332 +144%
CSB
209
City State Bank
Iowa
$13K – – –
FCA
210
FinTrust Capital Advisors
South Carolina
$12K – – –
WFA
211
Wipfli Financial Advisors
Wisconsin
$12K +$12K +470 New
PHK
212
Point72 Hong Kong
Hong Kong
$10K -$121K -4,793 -92%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$6K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$5K +$23 +1 +0.5%
TWA
215
TCI Wealth Advisors
Arizona
$5K +$259 +10 +5%
Group One Trading
216
Group One Trading
Illinois
$5K +$5K +200 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$4K +$26 +1 +0.7%
GRP
218
Global Retirement Partners
California
$4K +$1.41K +46 +54%
QC
219
Quent Capital
New York
$3K -$25 -1 -0.8%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
AF
221
Allworth Financial
California
$3K – – –
CAM
222
ClariVest Asset Management
California
$2K – – –
SC
223
Schubert & Co
Texas
$2K +$505 +23 +34%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +88 New
APA
225
American Portfolios Advisors
New York
$1.9K – – –
6 7 8
9
10