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CVB Financial

181 hedge funds and large institutions have $2.12B invested in CVB Financial in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $1.87B → $2.12B (+$256M)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

0.13% more ownership

Funds ownership: 70.56%70.69% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 187181 (-6)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
62
Reduced
58
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$443M +$5.22M +239,899 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$9.11M +418,917 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$132M -$35.3K -1,623 -0%
State Street
4
State Street
Massachusetts
$124M +$18.4M +846,521 +18%
Goldman Sachs
5
Goldman Sachs
New York
$87.5M -$6.3M -289,797 -7%
PA
6
Parallel Advisors
California
$87.3M +$2.2M +101,318 +3%
SAM
7
Silvercrest Asset Management
New York
$85.3M -$1.99M -91,427 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$72M -$388K -17,829 -0.5%
CIP
9
Champlain Investment Partners
Vermont
$57.9M +$520K +23,900 +0.9%
Wells Fargo
10
Wells Fargo
California
$51.1M -$2.21M -101,790 -4%
Northern Trust
11
Northern Trust
Illinois
$49.3M -$10.1M -465,069 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.7M +$3.49M +160,470 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$47.5M +$1.69M +77,855 +4%
Charles Schwab
14
Charles Schwab
California
$44.7M -$2.85M -131,298 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$32M +$241K +11,100 +0.8%
Norges Bank
16
Norges Bank
Norway
$28.6M -$3.95M -181,877 -12%
Principal Financial Group
17
Principal Financial Group
Iowa
$22.5M +$530K +24,400 +2%
Invesco
18
Invesco
Georgia
$19.6M +$571K +26,252 +3%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$17.7M -$19.5K -898 -0.1%
N
20
Nuveen
North Carolina
$17.6M +$2.66M +122,336 +18%
JP Morgan Chase
21
JP Morgan Chase
New York
$16.8M +$5.61M +258,143 +52%
EVM
22
Eaton Vance Management
Massachusetts
$14.8M
CBB
23
Citizens Business Bank
California
$14.3M +$1.09K +50 +0%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$14.2M -$2.17M -99,690 -13%
Ameriprise
25
Ameriprise
Minnesota
$12.7M +$579K +26,626 +5%

CVBF Hedge Fund Activity: Q1 2021 in Review

181 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2021, worth a combined $2.12B — up 14% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CVBF and 22 opened new positions — a net loss of 5 holders — while 58 trimmed existing stakes and 62 added.

The largest buyer was State Street, adding an estimated $18.4M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $11.4M sold.

  • 181 institutional investors held CVB Financial (CVBF) as of Q1 2021, down from 187 in Q4 2020.
  • Funds reported $2.12B of CVB Financial stock for Q1 2021, up 14% quarter-over-quarter.
  • 22 funds opened new CVB Financial positions in Q1 2021 and 27 closed out, a net change of -5 holders.
  • The largest CVB Financial buyer in Q1 2021 was State Street, an estimated $18.4M added.
  • The largest CVB Financial seller in Q1 2021 was ClearBridge Investments, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2021.