CVB Financial
CVBF
237 hedge funds and large institutions have $1.76B invested in CVB Financial in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 78 reducing their positions, and 35 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 78
5.86% more ownership
Funds ownership: 69.57% → 75.43% (+5.9%)
3% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 35
2% less funds holding
Funds holding: 242 → 237 (-5)
30% less capital invested
Capital invested by funds: $2.51B → $1.76B (-$749M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
91% less call options, than puts
Call options by funds: $98K | Put options by funds: $1.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$38.9M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$17.1M |
| 3 |
BlackRock
New York
|
+$11.7M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$11.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSA
Schonfeld Strategic Advisors
New York
|
-$28.4M |
| 2 |
Morgan Stanley
New York
|
-$25.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$12.8M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$9.24M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$7.26M |
CVBF Hedge Fund Activity: Q1 2023 in Review
237 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2023, worth a combined $1.76B — down 30% from $2.51B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of CVBF and 34 opened new positions — a net loss of 1 holder — while 78 trimmed existing stakes and 99 added.
The largest buyer was American Century Companies, adding an estimated $38.9M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $28.4M sold.
- 237 institutional investors held CVB Financial (CVBF) as of Q1 2023, down from 242 in Q4 2022.
- Funds reported $1.76B of CVB Financial stock for Q1 2023, down 30% quarter-over-quarter.
- 34 funds opened new CVB Financial positions in Q1 2023 and 35 closed out, a net change of -1 holder.
- The largest CVB Financial buyer in Q1 2023 was American Century Companies, an estimated $38.9M added.
- The largest CVB Financial seller in Q1 2023 was Schonfeld Strategic Advisors, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2023.