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CVB Financial

216 hedge funds and large institutions have $2.56B invested in CVB Financial in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

10% more funds holding

Funds holding: 197216 (+19)

5% more capital invested

Capital invested by funds: $2.43B → $2.56B (+$131M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.84% less ownership

Funds ownership: 73.53%72.69% (-0.84%)

14% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 72

Holders
216
Holders Change
+19
Holders Change %
+9.64%
% of All Funds
3.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
40
Increased
62
Reduced
72
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$504M -$12.4M -520,673 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M -$1.51M -63,228 -0.4%
State Street
3
State Street
Massachusetts
$181M -$11.1M -465,913 -6%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$130M -$2.55M -106,763 -2%
PA
5
Parallel Advisors
California
$97.9M
SAM
6
Silvercrest Asset Management
New York
$94.4M -$3.05M -127,495 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$86.4M +$6.36M +266,031 +8%
Charles Schwab
8
Charles Schwab
California
$71.3M +$5.21M +217,993 +8%
CIP
9
Champlain Investment Partners
Vermont
$64.1M -$10.3M -431,765 -14%
Goldman Sachs
10
Goldman Sachs
New York
$61.4M -$18.6M -778,396 -24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.6M +$952K +39,823 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$59.1M -$3.55M -148,448 -6%
EVM
13
Eaton Vance Management
Massachusetts
$53.2M +$14M +583,871 +37%
Northern Trust
14
Northern Trust
Illinois
$52.5M -$1.11M -46,291 -2%
SSA
15
Schonfeld Strategic Advisors
New York
$40.7M +$15M +628,426 +62%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$37.7M -$19.2M -803,043 -35%
JP Morgan Chase
17
JP Morgan Chase
New York
$34.2M +$18.9M +789,687 +134%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$31.5M -$4.26M -178,379 -12%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$29.9M +$28.8M +1,204,736 New
Norges Bank
20
Norges Bank
Norway
$29.3M +$3.44M +143,910 +14%
CBB
21
Citizens Business Bank
California
$26.9M -$167K -7,000 -0.9%
Principal Financial Group
22
Principal Financial Group
Iowa
$24.6M -$1.03M -42,913 -4%
Morgan Stanley
23
Morgan Stanley
New York
$24.6M +$10.8M +450,469 +83%
N
24
Nuveen
North Carolina
$24.1M +$1.42M +59,324 +6%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$23.4M +$979K +40,956 +5%

CVBF Hedge Fund Activity: Q2 2022 in Review

216 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2022, worth a combined $2.56B — up 5.4% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVBF positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 72 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $28.8M. The largest seller was Creative Planning, exiting entirely with an estimated $27.2M sold.

  • 216 institutional investors held CVB Financial (CVBF) as of Q2 2022, up from 197 in Q1 2022.
  • Funds reported $2.56B of CVB Financial stock for Q2 2022, up 5.4% quarter-over-quarter.
  • 40 funds opened new CVB Financial positions in Q2 2022 and 15 closed out, a net change of +25 holders.
  • The largest CVB Financial buyer in Q2 2022 was Schroder Investment Management Group, an estimated $28.8M added.
  • The largest CVB Financial seller in Q2 2022 was Creative Planning, an estimated $27.2M sold.

Based on aggregated 13F filings for Q2 2022.