CVB Financial
CVBF
212 hedge funds and large institutions have $1.41B invested in CVB Financial in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 53 closing their positions.
127% more call options, than puts
Call options by funds: $6.56M | Put options by funds: $2.89M
14% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 74
0.13% more ownership
Funds ownership: 75.43% → 75.56% (+0.13%)
11% less funds holding
Funds holding: 237 → 212 (-25)
20% less capital invested
Capital invested by funds: $1.76B → $1.41B (-$358M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
47% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$25.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$13.7M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$9.81M |
| 4 |
Morgan Stanley
New York
|
+$9.04M |
| 5 |
N
Numerai
San Francisco,
California
|
+$8.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$25.5M |
| 2 |
Neuberger Berman Group
New York
|
-$23.7M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.3M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$14.3M |
| 5 |
BlackRock
New York
|
-$10.1M |
CVBF Hedge Fund Activity: Q2 2023 in Review
212 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2023, worth a combined $1.41B — down 20% from $1.76B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of CVBF and 28 opened new positions — a net loss of 25 holders — while 74 trimmed existing stakes and 84 added.
The largest buyer was State Street, adding an estimated $25.7M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $25.5M sold.
- 212 institutional investors held CVB Financial (CVBF) as of Q2 2023, down from 237 in Q1 2023.
- Funds reported $1.41B of CVB Financial stock for Q2 2023, down 20% quarter-over-quarter.
- 28 funds opened new CVB Financial positions in Q2 2023 and 53 closed out, a net change of -25 holders.
- The largest CVB Financial buyer in Q2 2023 was State Street, an estimated $25.7M added.
- The largest CVB Financial seller in Q2 2023 was Champlain Investment Partners, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2023.