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CVB Financial

185 hedge funds and large institutions have $2.11B invested in CVB Financial in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $1.95B → $2.11B (+$158M)

2.4% more ownership

Funds ownership: 70.31%72.71% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 61

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 185185 (0)

Holders
185
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
66
Reduced
61
Closed
28
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
-$569K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$414M -$8.23M -401,271 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$5.59M +272,653 +2%
State Street
3
State Street
Massachusetts
$134M +$7.93M +386,936 +7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$118M -$3.74M -182,275 -3%
Goldman Sachs
5
Goldman Sachs
New York
$88.2M +$19.3M +942,421 +30%
PA
6
Parallel Advisors
California
$84.5M -$49.1K -2,393 -0.1%
SAM
7
Silvercrest Asset Management
New York
$84.5M -$3.41M -166,433 -4%
CIP
8
Champlain Investment Partners
Vermont
$67.8M +$10.3M +499,960 +19%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.3M -$664K -32,379 -1%
Charles Schwab
10
Charles Schwab
California
$52M +$1.32M +64,492 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$48.4M -$154K -7,535 -0.3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$47.1M -$870K -42,454 -2%
Northern Trust
13
Northern Trust
Illinois
$44.2M -$220K -10,746 -0.5%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$43.6M +$41.7M +2,034,728 New
American Century Companies
15
American Century Companies
Missouri
$38.6M +$36.7M +1,789,901 +16,456%
JP Morgan Chase
16
JP Morgan Chase
New York
$25.2M +$17.9M +870,737 +284%
CBB
17
Citizens Business Bank
California
$23.4M +$3.22M +157,234 +26%
N
18
Nuveen
North Carolina
$23.3M +$7.94M +387,479 +55%
Norges Bank
19
Norges Bank
Norway
$22.7M -$1.03M -50,188 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.5M +$397K +19,368 +2%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$18.9M +$18.1M +884,079 New
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$16.6M
EVM
23
Eaton Vance Management
Massachusetts
$14.5M +$9K +439 +0.1%
Ameriprise
24
Ameriprise
Minnesota
$12.5M +$827K +40,331 +7%
Bank of America
25
Bank of America
North Carolina
$12.2M +$1.59M +77,418 +16%

CVBF Hedge Fund Activity: Q4 2021 in Review

185 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2021, worth a combined $2.11B — up 8.1% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new CVBF positions and 28 closed out — a net gain of 1 holder — while 66 added to existing stakes and 61 trimmed.

The largest buyer was American Century Companies, adding an estimated $36.7M. The largest seller was Wells Fargo, cutting an estimated $45.1M.

  • 185 institutional investors held CVB Financial (CVBF) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $2.11B of CVB Financial stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 29 funds opened new CVB Financial positions in Q4 2021 and 28 closed out, a net change of +1 holder.
  • The largest CVB Financial buyer in Q4 2021 was American Century Companies, an estimated $36.7M added.
  • The largest CVB Financial seller in Q4 2021 was Wells Fargo, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2021.