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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
LI
201
LRI Investments
Florida
$6.49K
TCOV
202
Trust Company of Vermont
Vermont
$5.16K
RIL
203
Rothschild Investment LLC
Illinois
$4.6K +$846 +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 +$465 +22 +14%
HCP
207
Hexagon Capital Partners
Arkansas
$3.6K +$1.71K +81 +93%
AssetMark Inc
208
AssetMark Inc
California
$3.13K
QC
209
Quent Capital
New York
$2.61K
SS
210
SBI Securities
Japan
$2.35K +$2.33K +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 -$43.4K -2,054 -95%
HWM
215
Hemington Wealth Management
Virginia
$2K +$846 +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 +$698 +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 +$190 +9 New
LFG
225
Larson Financial Group
Missouri
$128

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.