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CVB Financial

224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$5K -$16.3K -938 -77%
VNA
202
Valley National Advisers
Pennsylvania
$4K +$4K +200 New
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$3.83K
BIA
204
Bell Investment Advisors
California
$3.25K -$424 -21 -12%
JWA
205
JFS Wealth Advisors
Pennsylvania
$2.85K +$888 +44 +45%
Russell Investments Group
206
Russell Investments Group
United Kingdom
$2.73K -$111K -5,485 -98%
EWA
207
EverSource Wealth Advisors
Alabama
$2.48K
QC
208
Quent Capital
New York
$2.46K
AF
209
Allworth Financial
California
$2.44K -$283 -14 -10%
VCM
210
Versant Capital Management
Arizona
$1.92K -$3.98K -197 -67%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.92K
CAM
212
ClariVest Asset Management
California
$1.62K
PWMG
213
Private Wealth Management Group
New Jersey
$1.15K +$1.15K +57 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1.13K -$61 -3 -5%
SIC
215
SJS Investment Consulting
Ohio
$727 +$101 +5 +16%
GRP
216
Global Retirement Partners
California
$589 +$18 +1 +3%
SWM
217
Spire Wealth Management
Virginia
$551 -$722 -38 -57%
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$525 +$525 +26 New
AF
219
Advisornet Financial
Minnesota
$505 +$505 +25 New
AWM
220
Abound Wealth Management
Tennessee
$324 -$162 -8 -33%
TWP
221
TFO Wealth Partners
Ohio
$162
HCP
222
Hexagon Capital Partners
Arkansas
$41 -$82 -4 -67%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$20
FL
224
Fourthstone LLC
Missouri
-$16.1M -969,881 Closed
Allspring Global Investments
225
Allspring Global Investments
North Carolina
-$9.03M -545,169 Closed