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CVB Financial

185 hedge funds and large institutions have $1.95B invested in CVB Financial in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 66 increasing their positions, 64 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $765K | Put options by funds: $179K

108% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 13

8% more funds holding

Funds holding: 171185 (+14)

3% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 64

0.24% more ownership

Funds ownership: 70.07%70.31% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.97B → $1.95B (-$15M)

Holders
185
Holders Change
+14
Holders Change %
+8.19%
% of All Funds
3.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
66
Reduced
64
Closed
13
Calls
$765K
Puts
$179K
Net Calls
+$586K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$402M -$4.29M -217,480 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M +$580K +29,369 +0.2%
State Street
3
State Street
Massachusetts
$118M -$7.97M -403,701 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$116M -$2.01M -101,538 -2%
SAM
5
Silvercrest Asset Management
New York
$84.4M +$7.86M +398,205 +11%
PA
6
Parallel Advisors
California
$80.5M
Goldman Sachs
7
Goldman Sachs
New York
$64.7M -$14.9M -754,799 -19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$64.7M -$1.53M -77,428 -2%
CIP
9
Champlain Investment Partners
Vermont
$54.3M +$711K +36,010 +1%
Wells Fargo
10
Wells Fargo
California
$48.6M +$2.21M +112,099 +5%
Charles Schwab
11
Charles Schwab
California
$48.2M +$3.38M +171,002 +8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$46.2M +$517K +26,165 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$45.7M +$314K +15,886 +0.7%
Northern Trust
14
Northern Trust
Illinois
$42.3M -$4.55M -230,605 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$29.5M
Norges Bank
16
Norges Bank
Norway
$22.7M -$1.16M -58,586 -5%
Principal Financial Group
17
Principal Financial Group
Iowa
$21M -$178K -9,007 -0.9%
CBB
18
Citizens Business Bank
California
$19M -$7.76K -393 -0.1%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$15.8M -$527K -26,672 -3%
Millennium Management
20
Millennium Management
New York
$14.4M +$12.8M +647,186 +1,117%
EVM
21
Eaton Vance Management
Massachusetts
$13.7M +$7.62K +386 +0.1%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$13.6M -$546K -27,645 -4%
N
23
Nuveen
North Carolina
$13.5M -$1.26M -63,729 -8%
Ameriprise
24
Ameriprise
Minnesota
$11M -$369K -18,698 -3%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$10.1M -$36.7K -1,859 -0.4%

CVBF Hedge Fund Activity: Q3 2021 in Review

185 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2021, worth a combined $1.95B — down 0.76% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CVBF positions and 13 closed out — a net gain of 14 holders — while 66 added to existing stakes and 64 trimmed.

The largest buyer was Millennium Management, adding an estimated $12.8M. The largest seller was Goldman Sachs, cutting an estimated $14.9M.

  • 185 institutional investors held CVB Financial (CVBF) as of Q3 2021, up from 171 in Q2 2021.
  • Funds reported $1.95B of CVB Financial stock for Q3 2021, down 0.76% quarter-over-quarter.
  • 27 funds opened new CVB Financial positions in Q3 2021 and 13 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q3 2021 was Millennium Management, an estimated $12.8M added.
  • The largest CVB Financial seller in Q3 2021 was Goldman Sachs, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2021.