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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
201
Arax Advisory Partners
Colorado
$3.4K +$3.28K +197 New
CFB
202
Cullen/Frost Bankers
Texas
$2.95K +$2.85K +171 New
BIA
203
Bell Investment Advisors
California
$2.78K
AF
204
Allworth Financial
California
$2.3K
QC
205
Quent Capital
New York
$2.1K +$17 +1 +0.8%
QL
206
Quarry LP
New York
$1.86K -$26.5K -1,591 -94%
JWA
207
JFS Wealth Advisors
Pennsylvania
$1.66K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.64K
RIL
209
Rothschild Investment LLC
Illinois
$1.55K +$1.33K +80 +800%
CAM
210
ClariVest Asset Management
California
$1.02K -$866 -52 -47%
VNA
211
Valley National Advisers
Pennsylvania
$1K -$583 -35 -32%
PWMG
212
Private Wealth Management Group
New Jersey
$983
PFBT
213
Parkside Financial Bank & Trust
Missouri
$966
GRP
214
Global Retirement Partners
California
$556
SIC
215
SJS Investment Consulting
Ohio
$483
DPW
216
DiNuzzo Private Wealth
Pennsylvania
$466 +$67 +4 +17%
ECM
217
Everence Capital Management
Indiana
$352
BGAI
218
Bruce G. Allen Investments
Colorado
$172 -$33 -2 -17%
LFG
219
Larson Financial Group
Missouri
$103 +$100 +6 New
TWC
220
TD Waterhouse Canada
Ontario, Canada
$17 +$17 +1 New
APG Asset Management
221
APG Asset Management
Netherlands
-$6.94M -419,900 Closed
CSS
222
Cubist Systematic Strategies
Connecticut
-$4.15M -232,493 Closed
TPSF
223
Texas Permanent School Fund
Texas
-$2.06M -115,600 Closed
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
-$1.98M -110,850 Closed
AIG
225
American International Group
New York
-$1.28M -71,765 Closed

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.