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CVB Financial
CVBF

Overview Fund Activity

245 hedge funds and large institutions have $2.51B invested in CVB Financial in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+8
Holders Change %
+3.38%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
30
Increased
88
Reduced
87
Closed
17
Calls
$13K
Puts
–
Net Calls
+$13K
Net Calls Change
+$13K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$37.4M
3
PAM
3
Panagora Asset Management
Massachusetts
$11.1M
4
Charles Schwab
4
Charles Schwab
California
$85.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$69.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$152M
2
BlackRock
2
BlackRock
New York
$512M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$19.1M
4
RIP
4
Rhino Investment Partners
Pennsylvania
$6.81M
5
SSA
5
Schonfeld Strategic Advisors
New York
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$23K -$1.54K -62 -6%
AssetMark Inc
202
AssetMark Inc
California
$21.5K +$21.5K +836 New
BAM
203
Belpointe Asset Management
Nevada
$20.6K +$20.6K +800 New
FHA
204
First Horizon Advisors
Tennessee
$17.4K – – –
BWM
205
BerganKDV Wealth Management
Minnesota
$16.5K – – –
PFA
206
Pathway Financial Advisers
Indiana
$15.4K +$15.4K +597 New
ACM
207
Aquatic Capital Management
Illinois
$15K -$418K -16,700 -97%
ST
208
Smithfield Trust
Pennsylvania
$15K – – –
EWA
209
EverSource Wealth Advisors
Alabama
$14.5K – – –
SOW
210
State of Wyoming
Wyoming
$13.2K +$13.2K +514 New
CSB
211
City State Bank
Iowa
$13K – – –
TRCT
212
Tower Research Capital (TRC)
New York
$12K -$507K -19,985 -98%
DFCM
213
Dark Forest Capital Management
Puerto Rico
$10.7K +$10.7K +416 New
VF
214
VitalStone Financial
Texas
$9K +$9K +366 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$6.13K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$5.59K – – –
TWA
217
TCI Wealth Advisors
Arizona
$5K +$26 +1 +0.5%
CS
218
Comerica Securities
Michigan
$4.96K +$4.96K +191 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$4.15K +$180 +7 +5%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.65K +94 +196%
GRP
221
Global Retirement Partners
California
$3.38K – – –
QC
222
Quent Capital
New York
$3.14K – – –
AF
223
Allworth Financial
California
$3.12K – – –
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$2.58K – – –
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$2.45K +$180 +7 +8%
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9
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