CVB Financial
CVBF
224 hedge funds and large institutions have $2.15B invested in CVB Financial in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 17 closing their positions.
406% more call options, than puts
Call options by funds: $81K | Put options by funds: $16K
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
25% more capital invested
Capital invested by funds: $1.72B → $2.15B (+$433M)
12% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 76
5% more funds holding
Funds holding: 214 → 224 (+10)
2.08% more ownership
Funds ownership: 74.23% → 76.31% (+2.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$51.7M |
| 2 |
Goldman Sachs
New York
|
+$35.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$18.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$15M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$64.2M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$16.1M |
| 3 |
BlackRock
New York
|
-$13.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.53M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$9.03M |
CVBF Hedge Fund Activity: Q4 2023 in Review
224 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2023, worth a combined $2.15B — up 25% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new CVBF positions and 17 closed out — a net gain of 13 holders — while 85 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $51.7M. The largest seller was Neuberger Berman Group, cutting an estimated $64.2M.
- 224 institutional investors held CVB Financial (CVBF) as of Q4 2023, up from 214 in Q3 2023.
- Funds reported $2.15B of CVB Financial stock for Q4 2023, up 25% quarter-over-quarter.
- 30 funds opened new CVB Financial positions in Q4 2023 and 17 closed out, a net change of +13 holders.
- The largest CVB Financial buyer in Q4 2023 was Morgan Stanley, an estimated $51.7M added.
- The largest CVB Financial seller in Q4 2023 was Neuberger Berman Group, an estimated $64.2M sold.
Based on aggregated 13F filings for Q4 2023.