We are live on ! Find out more
CVBF icon

CVB Financial

214 hedge funds and large institutions have $1.72B invested in CVB Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more capital invested

Capital invested by funds: $1.41B → $1.72B (+$313M)

19% more call options, than puts

Call options by funds: $1.64M | Put options by funds: $1.38M

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding

Funds holding: 214214 (0)

1.43% less ownership

Funds ownership: 75.66%74.23% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 83

Holders
214
Holders Change
Holders Change %
0%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
66
Reduced
83
Closed
24
Calls
$1.64M
Puts
$1.38M
Net Calls
+$257K
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$335M +$9.42M +555,490 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M -$247K -14,579 -0.1%
State Street
3
State Street
Massachusetts
$113M -$21.1M -1,244,861 -15%
American Century Companies
4
American Century Companies
Missouri
$65.2M +$20.4M +1,204,090 +44%
SAM
5
Silvercrest Asset Management
New York
$62.3M +$9.93M +585,350 +18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$61.2M +$4.74M +279,450 +8%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$60.1M -$124K -7,301 -0.2%
Charles Schwab
8
Charles Schwab
California
$59.6M +$3.61M +213,038 +6%
Morgan Stanley
9
Morgan Stanley
New York
$52.8M -$1.26M -74,014 -2%
PA
10
Parallel Advisors
California
$48.8M -$14.9M -879,728 -23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47.1M +$1.84M +108,346 +4%
Northern Trust
12
Northern Trust
Illinois
$36.8M -$2.42M -142,523 -6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$34.7M +$3.11M +183,583 +10%
Goldman Sachs
14
Goldman Sachs
New York
$31.5M -$2.41M -141,953 -7%
Principal Financial Group
15
Principal Financial Group
Iowa
$30.9M -$794K -46,810 -2%
Norges Bank
16
Norges Bank
Norway
$23.4M
JP Morgan Chase
17
JP Morgan Chase
New York
$18.5M -$1.43M -84,504 -7%
Citadel Advisors
18
Citadel Advisors
Florida
$17.2M +$12.2M +720,911 +229%
FL
19
Fourthstone LLC
Missouri
$16.1M +$10.9M +639,708 +194%
CBB
20
Citizens Business Bank
California
$15.7M -$1.3M -76,828 -13%
N
21
Nuveen
North Carolina
$15.7M -$1.51M -89,220 -9%
CCP
22
Clifford Capital Partners
Utah
$14.9M +$574K +33,859 +4%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$12.7M -$309K -18,219 -2%
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$12.1M -$626K -36,871 -5%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$12.1M +$1.4M +82,796 +13%

CVBF Hedge Fund Activity: Q3 2023 in Review

214 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2023, worth a combined $1.72B — up 22% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CVBF positions and 24 closed out — a net gain of 2 holders — while 66 added to existing stakes and 83 trimmed.

The largest buyer was American Century Companies, adding an estimated $20.4M. The largest seller was State Street, cutting an estimated $21.1M.

  • 214 institutional investors held CVB Financial (CVBF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $1.72B of CVB Financial stock for Q3 2023, up 22% quarter-over-quarter.
  • 26 funds opened new CVB Financial positions in Q3 2023 and 24 closed out, a net change of +2 holders.
  • The largest CVB Financial buyer in Q3 2023 was American Century Companies, an estimated $20.4M added.
  • The largest CVB Financial seller in Q3 2023 was State Street, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2023.