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CVB Financial

224 hedge funds and large institutions have $1.82B invested in CVB Financial in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
Holders Change %
0%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
30
Increased
65
Reduced
90
Closed
30
Calls
$988K
Puts
$385K
Net Calls
+$603K
Net Calls Change
+$538K
Name Holding Trade Value Shares
Change
Shares
Change %
NC
201
nVerses Capital
Florida
$5.35K +$5.35K +300 New
Group One Trading
202
Group One Trading
Illinois
$4.82K +$4.82K +270 New
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$3.53K
VCM
204
Versant Capital Management
Arizona
$3.37K +$1.68K +94 +99%
BIA
205
Bell Investment Advisors
California
$2.87K
QC
206
Quent Capital
New York
$2.18K -$18 -1 -0.8%
AF
207
Allworth Financial
California
$2.16K
CAM
208
ClariVest Asset Management
California
$1.98K +$553 +31 +39%
S
209
SignatureFD
Georgia
$1.87K +$1.87K +105 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$1.71K -$803 -45 -32%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.7K
PWMG
212
Private Wealth Management Group
New Jersey
$1.02K
VNA
213
Valley National Advisers
Pennsylvania
$1K -$818 -90 -45%
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1K
GRP
215
Global Retirement Partners
California
$569
SWM
216
Spire Wealth Management
Virginia
$517
SIC
217
SJS Investment Consulting
Ohio
$500 -$143 -8 -22%
DPW
218
DiNuzzo Private Wealth
Pennsylvania
$411 -$54 -3 -12%
ECM
219
Everence Capital Management
Indiana
$385
AWM
220
Abound Wealth Management
Tennessee
$286
BGAI
221
Bruce G. Allen Investments
Colorado
$214 +$214 +12 New
RIL
222
Rothschild Investment LLC
Illinois
$178 +$178 +10 New
TWP
223
TFO Wealth Partners
Ohio
$143
FGAM
224
Financial Gravity Asset Management
Texas
$58 +$58 +3 New
CCP
225
Clifford Capital Partners
Utah
-$14.7M -725,681 Closed