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CVB Financial
CVBF

Overview Fund Activity

214 hedge funds and large institutions have $1.41B invested in CVB Financial in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 75 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
-23
Holders Change %
-9.7%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
84
Reduced
75
Closed
52
Calls
$6.56M
Puts
$2.89M
Net Calls
+$3.67M
Net Calls Change
+$4.6M

Top Buyers

1
State Street
State Street
Massachusetts
$107M
2
American Century Companies
American Century Companies
Missouri
$36.3M
3
NRCM
North Reef Capital Management
California
$9.45M
4
Morgan Stanley
Morgan Stanley
New York
$43.3M
5
N
Numerai
California
$8.63M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$0
2
Neuberger Berman Group
Neuberger Berman Group
New York
$48.3M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
BlackRock
BlackRock
New York
$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
201
JFS Wealth Advisors
Pennsylvania
$970 +$159 +12 +20%
PFBT
202
Parkside Financial Bank & Trust
Missouri
$904 -$2.58K -194 -74%
MFT
203
Moisand Fitzgerald Tamayo
Florida
$505 – – –
CFGS
204
Concourse Financial Group Securities
Alabama
$491 – – –
GRP
205
Global Retirement Partners
California
$409 – – –
AWM
206
Abound Wealth Management
Tennessee
$319 +$319 +24 New
FFA
207
Farther Finance Advisors
California
$266 -$80 -6 -23%
SIC
208
SJS Investment Consulting
Ohio
$253 -$27 -2 -10%
HCP
209
Hexagon Capital Partners
Arkansas
$252 -$358 -27 -59%
DI
210
Disciplined Investments
Oklahoma
$133 -$226 -17 -63%
TWP
211
TFO Wealth Partners
Ohio
$106 – – –
FGAM
212
Financial Gravity Asset Management
Texas
$61 -$19 -4 -24%
TWC
213
TD Waterhouse Canada
Ontario, Canada
$13 +$13 +1 New
CIP
214
Champlain Investment Partners
Vermont
– -$25.5M -1,527,470 Closed
CRM
215
Cramer Rosenthal McGlynn
Connecticut
– -$16.3M -979,099 Closed
CSS
216
Cubist Systematic Strategies
Connecticut
– -$14.3M -855,679 Closed
ECM
217
ExodusPoint Capital Management
New York
– -$5.53M -331,413 Closed
TD Asset Management
218
TD Asset Management
Ontario, Canada
– -$3.86M -231,300 Closed
JF
219
Jump Financial
Illinois
– -$2.87M -171,905 Closed
Marshall Wace
220
Marshall Wace
United Kingdom
– -$2.83M -169,919 Closed
OQS
221
Occudo Quantitative Strategies
Florida
– -$2.5M -149,897 Closed
D.E. Shaw & Co
222
D.E. Shaw & Co
New York
– -$2.26M -135,302 Closed
E
223
Ergoteles
New York
– -$1.53M -91,600 Closed
SG Americas Securities
224
SG Americas Securities
New York
– -$1.38M -82,555 Closed
GCM
225
Graham Capital Management
Connecticut
– -$1.37M -82,048 Closed
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