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CVB Financial

237 hedge funds and large institutions have $2.57B invested in CVB Financial in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 87 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 77

10% more funds holding

Funds holding: 216237 (+21)

0% more capital invested

Capital invested by funds: $2.56B → $2.57B (+$4.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.41% less ownership

Funds ownership: 72.69%72.28% (-0.41%)

Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
34
Increased
87
Reduced
77
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$519M +$5.42M +207,823 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$388M +$2.74M +105,237 +0.7%
State Street
3
State Street
Massachusetts
$171M -$12.6M -485,124 -7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$132M -$820K -31,465 -0.6%
PA
5
Parallel Advisors
California
$97.1M -$2.99M -114,576 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$89.9M +$1.73M +66,328 +2%
SAM
7
Silvercrest Asset Management
New York
$89.8M -$6.69M -256,896 -7%
Charles Schwab
8
Charles Schwab
California
$77.4M +$4.74M +181,933 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$61.8M -$29.6K -1,136 -0%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$60.4M +$127K +4,867 +0.2%
EVM
11
Eaton Vance Management
Massachusetts
$55.8M +$1.59M +60,887 +3%
Northern Trust
12
Northern Trust
Illinois
$54M +$401K +15,391 +0.7%
CIP
13
Champlain Investment Partners
Vermont
$50.2M -$15.6M -600,250 -23%
Goldman Sachs
14
Goldman Sachs
New York
$47.1M -$16M -612,154 -25%
Morgan Stanley
15
Morgan Stanley
New York
$34.6M +$9.75M +374,270 +38%
SSA
16
Schonfeld Strategic Advisors
New York
$31.4M -$10.4M -399,719 -24%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$31.1M -$1.11M -42,780 -3%
Norges Bank
18
Norges Bank
Norway
$30.4M +$507K +19,462 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$30.1M -$4.98M -191,259 -14%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$29M -$1.51M -57,930 -5%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$28M -$10.8M -414,687 -27%
CBB
22
Citizens Business Bank
California
$27.3M -$78.2K -3,000 -0.4%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$25M +$1.14M +43,699 +5%
Principal Financial Group
24
Principal Financial Group
Iowa
$22.1M -$3.15M -120,739 -12%
N
25
Nuveen
North Carolina
$21.4M -$3.33M -127,843 -13%

CVBF Hedge Fund Activity: Q3 2022 in Review

237 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2022, worth a combined $2.57B — up 0.19% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVBF positions and 10 closed out — a net gain of 24 holders — while 87 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.75M. The largest seller was Goldman Sachs, cutting an estimated $16M.

  • 237 institutional investors held CVB Financial (CVBF) as of Q3 2022, up from 216 in Q2 2022.
  • Funds reported $2.57B of CVB Financial stock for Q3 2022, up 0.19% quarter-over-quarter.
  • 34 funds opened new CVB Financial positions in Q3 2022 and 10 closed out, a net change of +24 holders.
  • The largest CVB Financial buyer in Q3 2022 was Morgan Stanley, an estimated $9.75M added.
  • The largest CVB Financial seller in Q3 2022 was Goldman Sachs, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.