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CVB Financial
CVBF

Overview Fund Activity

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.

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
85
Reduced
76
Closed
17
Calls
$81K
Puts
$16K
Net Calls
+$65K
Net Calls Change
-$192K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Goldman Sachs
2
Goldman Sachs
New York
$78.7M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$58.8M
4
American Century Companies
4
American Century Companies
Missouri
$96.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.6M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$261K
2
FL
2
Fourthstone LLC
Missouri
$0
3
BlackRock
3
BlackRock
New York
$393M
4
Citadel Advisors
4
Citadel Advisors
Florida
$10.1M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$393M 19,468,132 -762,387 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M 15,701,547 +176,694 +1%
State Street
3
State Street
Massachusetts
$145M 7,191,721 +352,473 +5%
Morgan Stanley
4
Morgan Stanley
New York
$123M 6,099,922 +2,916,132 +92%
American Century Companies
5
American Century Companies
Missouri
$96.6M 4,783,842 +846,385 +21%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$86.6M 4,290,055 +594,901 +16%
Goldman Sachs
7
Goldman Sachs
New York
$78.7M 3,897,667 +1,994,369 +105%
Charles Schwab
8
Charles Schwab
California
$76.4M 3,784,666 +190,343 +5%
SAM
9
Silvercrest Asset Management
New York
$75.3M 3,728,474 -32,361 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$59.9M 2,964,448 +123,273 +4%
PA
11
Parallel Advisors
California
$59.5M 2,947,650 -400 -0%
Principal Financial Group
12
Principal Financial Group
Iowa
$58.8M 2,914,706 +1,050,625 +56%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$45.1M 2,233,712 +139,399 +7%
Northern Trust
14
Northern Trust
Illinois
$43.6M 2,158,377 -64,145 -3%
Norges Bank
15
Norges Bank
Norway
$29.1M 1,443,015 +31,669 +2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$28.9M 1,429,658 +310,550 +28%
CBB
17
Citizens Business Bank
California
$25.6M 849,805 +335,501 +65%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$22.5M 1,116,179 +168,241 +18%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$17.4M 863,044 +95,970 +13%
CCP
20
Clifford Capital Partners
Utah
$14.7M 725,681 -173,018 -19%
Public Employees Retirement Association of Colorado
21
Public Employees Retirement Association of Colorado
Colorado
$14.6M 721,112 -7,827 -1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M 589,858 -52,844 -8%
CIP
23
Chartwell Investment Partners
Pennsylvania
$11.6M 574,257 +52,839 +10%
Bank of America
24
Bank of America
North Carolina
$10.8M 533,944 +150,941 +39%
SEI Investments
25
SEI Investments
Pennsylvania
$10.7M 529,313 +54,713 +12%
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