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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $1.78B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
70
Reduced
85
Closed
23
Calls
$14K
Puts
$226K
Net Calls
-$212K
Net Calls Change
-$916K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$49.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$14.6M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$110M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.65M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$35.9M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$11M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$6.69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.74M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
201
Rothschild Investment LLC
Illinois
$3.12K +$1.52K +85 +94%
BIA
202
Bell Investment Advisors
California
$2.87K – – –
AssetMark Inc
203
AssetMark Inc
California
$2.6K -$140K -7,849 -98%
PS
204
Principal Securities
Iowa
$2.39K -$9.05K -508 -79%
QC
205
Quent Capital
New York
$2.17K – – –
AF
206
Allworth Financial
California
$2.16K – – –
CPA
207
Capital Performance Advisors
California
$2.16K +$2.16K +121 New
PWMG
208
Prestige Wealth Management Group
New Jersey
$1.88K +$1.88K +104 New
PS
209
Planned Solutions
California
$1.8K +$1.8K +101 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$1.78K +$71 +4 +4%
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$1.69K – – –
QL
212
Quarry LP
New York
$1.6K -$321 -18 -17%
HCP
213
Hexagon Capital Partners
Arkansas
$1.55K +$1.55K +87 New
SWM
214
Spire Wealth Management
Virginia
$1.37K +$1.37K +77 New
AF
215
Advisornet Financial
Minnesota
$1.07K +$1.07K +60 New
CAM
216
ClariVest Asset Management
California
$1.02K – – –
PWMG
217
Private Wealth Management Group
New Jersey
$1.02K – – –
HWM
218
Hemington Wealth Management
Virginia
$1K +$1K +77 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$998 – – –
GRP
220
Global Retirement Partners
California
$777 +$212 +12 +38%
VAMG
221
Voisard Asset Management Group
Michigan
$660 +$660 +37 New
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$553 +$71 +4 +15%
SIC
223
SJS Investment Consulting
Ohio
$499 – – –
BGAI
224
Bruce G. Allen Investments
Colorado
$178 – – –
MFG
225
Mendota Financial Group
Wisconsin
$161 +$161 +9 New
7 8
9
10 11