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CVB Financial

197 hedge funds and large institutions have $2.43B invested in CVB Financial in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 43

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $2.11B → $2.43B (+$321M)

6% more funds holding

Funds holding: 185197 (+12)

0.82% more ownership

Funds ownership: 72.71%73.53% (+0.82%)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
3.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
82
Reduced
43
Closed
17
Calls
$1.21M
Puts
Net Calls
+$1.21M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$483M +$34.4M +1,487,960 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$355M +$17.4M +750,265 +5%
State Street
3
State Street
Massachusetts
$178M +$34.8M +1,502,666 +24%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$124M -$3.43M -148,344 -3%
PA
5
Parallel Advisors
California
$92.4M
SAM
6
Silvercrest Asset Management
New York
$91.3M -$1.04M -44,789 -1%
Goldman Sachs
7
Goldman Sachs
New York
$75.5M -$20.1M -867,848 -21%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$74.7M +$1.68M +72,475 +2%
CIP
9
Champlain Investment Partners
Vermont
$70M -$3.54M -152,935 -5%
Charles Schwab
10
Charles Schwab
California
$61.6M +$5.24M +226,536 +9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$58.7M +$7.61M +328,849 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$55.8M +$3.27M +141,398 +6%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$53.9M +$6.65M +287,284 +14%
Northern Trust
14
Northern Trust
Illinois
$50.2M +$2.3M +99,516 +5%
EVM
15
Eaton Vance Management
Massachusetts
$36.2M +$20.5M +885,786 +131%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$33.6M +$13.1M +564,420 +64%
Creative Planning
17
Creative Planning
Kansas
$27.2M +$27.1M +1,171,947 New
CBB
18
Citizens Business Bank
California
$25.3M -$37K -1,600 -0.2%
Principal Financial Group
19
Principal Financial Group
Iowa
$24.1M -$369K -15,962 -2%
Norges Bank
20
Norges Bank
Norway
$24.1M -$598K -25,847 -2%
SSA
21
Schonfeld Strategic Advisors
New York
$23.5M +$10.8M +467,254 +86%
N
22
Nuveen
North Carolina
$21.3M -$4.05M -174,935 -16%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$21M +$2.97M +128,550 +17%
American Century Companies
24
American Century Companies
Missouri
$19.4M -$22.3M -964,261 -54%
Invesco
25
Invesco
Georgia
$17.3M +$8.3M +358,929 +93%

CVBF Hedge Fund Activity: Q1 2022 in Review

197 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2022, worth a combined $2.43B — up 15% from $2.11B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CVBF positions and 17 closed out — a net gain of 14 holders — while 82 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $34.8M. The largest seller was American Century Companies, cutting an estimated $22.3M.

  • 197 institutional investors held CVB Financial (CVBF) as of Q1 2022, up from 185 in Q4 2021.
  • Funds reported $2.43B of CVB Financial stock for Q1 2022, up 15% quarter-over-quarter.
  • 31 funds opened new CVB Financial positions in Q1 2022 and 17 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q1 2022 was State Street, an estimated $34.8M added.
  • The largest CVB Financial seller in Q1 2022 was American Century Companies, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2022.