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CVB Financial
CVBF

Overview Fund Activity

237 hedge funds and large institutions have $1.76B invested in CVB Financial in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 79 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
3.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
32
Increased
100
Reduced
79
Closed
36
Calls
$98K
Puts
$1.03M
Net Calls
-$934K
Net Calls Change
-$947K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$28.5M
2
CSS
Cubist Systematic Strategies
Connecticut
+$12.5M
3
BlackRock
BlackRock
New York
+$8.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.16M

Top Sellers

1
SSA
Schonfeld Strategic Advisors
New York
-$28.4M
2
Morgan Stanley
Morgan Stanley
New York
-$18.6M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$12.8M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$7.05M
5
RIP
Rhino Investment Partners
Pennsylvania
-$6.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
201
Lazard Asset Management
New York
$22K +$22K +1,332 New
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$20K +$601 +36 +3%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$17.4K -$20.6K -1,233 -54%
QCG
204
Quadrant Capital Group
Ohio
$17K -$2.42K -145 -12%
Nomura Asset Management
205
Nomura Asset Management
Japan
$15K – – –
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$13.6K +$9.59K +575 +242%
FHA
207
First Horizon Advisors
Tennessee
$13.1K +$1.89K +113 +17%
EWA
208
EverSource Wealth Advisors
Alabama
$10.2K +$867 +52 +9%
ST
209
Smithfield Trust
Pennsylvania
$10K – – –
QL
210
Quarry LP
New York
$8.82K +$7.86K +471 +812%
CSB
211
City State Bank
Iowa
$8K – – –
VCM
212
Versant Capital Management
Arizona
$7.54K -$13.8K -836 -65%
HNB
213
Huntington National Bank
Ohio
$5.84K +$5.82K +349 +34,900%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$4.37K +$751 +45 +21%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$2.34K -$33 -2 -1%
QC
216
Quent Capital
New York
$2.03K +$17 +1 +0.8%
AF
217
Allworth Financial
California
$2.02K – – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$1.67K – – –
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.59K – – –
FCA
220
FinTrust Capital Advisors
South Carolina
$1.44K – – –
Commonwealth Equity Services
221
Commonwealth Equity Services
Massachusetts
$1.13K +$9 +521 +0.8%
JWA
222
JFS Wealth Advisors
Pennsylvania
$1.02K -$1.67K -100 -62%
EI
223
Ellevest Inc
New York
$917 +$267 +16 +41%
HCP
224
Hexagon Capital Partners
Arkansas
$767 -$250 -15 -25%
BIA
225
Bell Investment Advisors
California
$734 +$350 +21 +91%
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