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CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
83
Reduced
69
Closed
35
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$212K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$94.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.1M
3
Victory Capital Management
Victory Capital Management
Texas
$31.9M
4
BlackRock
BlackRock
New York
$441M
5
UBS Group
UBS Group
Switzerland
$16.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$92.9M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$409K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SAM
Silvercrest Asset Management
New York
$76.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
201
LRI Investments
Florida
$6.49K – – –
TCOV
202
Trust Company of Vermont
Vermont
$5.16K – – –
RIL
203
Rothschild Investment LLC
Illinois
$4.6K +$856 +40 +23%
NA
204
NewEdge Advisors
Louisiana
$4.28K – – –
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$4.2K – – –
BIA
206
Bell Investment Advisors
California
$3.92K +$471 +22 +14%
HCP
207
Hexagon Capital Partners
Arkansas
$3.6K +$1.73K +81 +93%
AssetMark Inc
208
AssetMark Inc
California
$3.13K – – –
QC
209
Quent Capital
New York
$2.61K – – –
SS
210
SBI Securities
Japan
$2.36K +$2.36K +110 New
PWMG
211
Prestige Wealth Management Group
New Jersey
$2.25K – – –
JWA
212
JFS Wealth Advisors
Pennsylvania
$2.14K – – –
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$2.03K – – –
Simplex Trading
214
Simplex Trading
Illinois
$2K -$40.7K -2,054 -95%
HWM
215
Hemington Wealth Management
Virginia
$2K +$684 +40 +52%
SWM
216
Spire Wealth Management
Virginia
$1.65K – – –
PWMG
217
Private Wealth Management Group
New Jersey
$1.22K – – –
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1.18K -$21 -1 -2%
GRP
219
Global Retirement Partners
California
$941 – – –
Amundi
220
Amundi
France
$675 +$675 +33 New
DPW
221
DiNuzzo Private Wealth
Pennsylvania
$664 – – –
SIC
222
SJS Investment Consulting
Ohio
$621 +$21 +1 +4%
BGAI
223
Bruce G. Allen Investments
Colorado
$214 – – –
GFPC
224
Global Financial Private Client
Florida
$193 +$193 +9 New
LFG
225
Larson Financial Group
Missouri
$128 – – –
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9
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