CVBF icon

CVB Financial
CVBF

Overview Fund Activity

221 hedge funds and large institutions have $1.77B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 89 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-3
Holders Change %
-1.34%
% of All Funds
3.22%
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
89
Closed
25
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$29.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$10.1M
4
SAM
4
Silvercrest Asset Management
New York
$60.7M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$5.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.2M
2
APG Asset Management
2
APG Asset Management
Netherlands
$0
3
CBB
3
Citizens Business Bank
California
$12.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$33.1M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$3.41K – – –
AAP
202
Arax Advisory Partners
Colorado
$3.4K +$3.4K +197 New
CFB
203
Cullen/Frost Bankers
Texas
$2.95K +$2.95K +171 New
BIA
204
Bell Investment Advisors
California
$2.78K – – –
AF
205
Allworth Financial
California
$2.3K – – –
QC
206
Quent Capital
New York
$2.1K +$17 +1 +0.8%
QL
207
Quarry LP
New York
$1.86K -$27.4K -1,591 -94%
JWA
208
JFS Wealth Advisors
Pennsylvania
$1.66K – – –
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$1.64K – – –
RIL
210
Rothschild Investment LLC
Illinois
$1.55K +$1.38K +80 +800%
CAM
211
ClariVest Asset Management
California
$1.02K -$896 -52 -47%
VNA
212
Valley National Advisers
Pennsylvania
$1K -$467 -35 -32%
PWMG
213
Private Wealth Management Group
New Jersey
$983 – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$966 – – –
GRP
215
Global Retirement Partners
California
$556 – – –
SIC
216
SJS Investment Consulting
Ohio
$483 – – –
DPW
217
DiNuzzo Private Wealth
Pennsylvania
$466 +$69 +4 +17%
ECM
218
Everence Capital Management
Indiana
$352 – – –
BGAI
219
Bruce G. Allen Investments
Colorado
$172 -$34 -2 -17%
LFG
220
Larson Financial Group
Missouri
$103 +$103 +6 New
TWC
221
TD Waterhouse Canada
Ontario, Canada
$17 +$17 +1 New
APG Asset Management
222
APG Asset Management
Netherlands
– -$6.94M -419,900 Closed
CSS
223
Cubist Systematic Strategies
Connecticut
– -$4.15M -232,493 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
6 7 8
9
10