We are live on ! Find out more
CVBF icon

CVB Financial

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

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

10% more funds holding

Funds holding: 216237 (+21)

0% more capital invested

Capital invested by funds: $2.56B → $2.57B (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.41% less ownership

Funds ownership: 72.69%72.28% (-0.41%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.08%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$24K +$4.69K +180 +22%
Nomura Asset Management
202
Nomura Asset Management
Japan
$22.8K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$19K +$5.79K +222 +43%
FHA
204
First Horizon Advisors
Tennessee
$17K -$3.28K -126 -16%
BWM
205
BerganKDV Wealth Management
Minnesota
$16K
ST
206
Smithfield Trust
Pennsylvania
$15K
EWA
207
EverSource Wealth Advisors
Alabama
$14K +$7.79K +299 +114%
MAM
208
Meeder Asset Management
Ohio
$14K +$8.65K +332 +144%
CSB
209
City State Bank
Iowa
$13K
FCA
210
FinTrust Capital Advisors
South Carolina
$12K
WFA
211
Wipfli Financial Advisors
Wisconsin
$12K +$12.2K +470 New
PHK
212
Point72 Hong Kong
Hong Kong
$10K -$125K -4,793 -92%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$6K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$5K +$26 +1 +0.5%
TWA
215
TCI Wealth Advisors
Arizona
$5K +$261 +10 +5%
Group One Trading
216
Group One Trading
Illinois
$5K +$5.21K +200 New
JWA
217
JFS Wealth Advisors
Pennsylvania
$4K +$26 +1 +0.7%
GRP
218
Global Retirement Partners
California
$4K +$1.2K +46 +54%
QC
219
Quent Capital
New York
$3K -$26 -1 -0.8%
AF
220
Allworth Financial
California
$3K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$3K
CAM
222
ClariVest Asset Management
California
$2K
SC
223
Schubert & Co
Texas
$2K +$599 +23 +34%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.29K +88 New
APA
225
American Portfolios Advisors
New York
$1.9K

CVBF Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2022, worth a combined $2.57B — up 0.19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVBF positions and 10 closed out — a net gain of 24 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 237 institutional investors held CVB Financial (CVBF) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $2.57B of CVB Financial stock for Q3 2022, up 0.19% quarter-over-quarter.
  • 34 funds opened new CVB Financial positions in Q3 2022 and 10 closed out, a net change of +24 holders.
  • The largest CVB Financial buyer in Q3 2022 was Morgan Stanley, an estimated $9.75M added.
  • The largest CVB Financial seller in Q3 2022 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.