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CVB Financial

220 hedge funds and large institutions have $1.76B invested in CVB Financial in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $812K | Put options by funds: $108K

0.22% more ownership

Funds ownership: 72.81%73.03% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $1.82B → $1.76B (-$51.6M)

2% less funds holding

Funds holding: 224220 (-4)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

16% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 88

Holders
220
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
74
Reduced
88
Closed
26
Calls
$812K
Puts
$108K
Net Calls
+$704K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$348M -$2.95M -177,246 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M -$2.47M -148,587 -1%
State Street
3
State Street
Massachusetts
$122M +$335K +20,084 +0.3%
American Century Companies
4
American Century Companies
Missouri
$100M +$979K +58,774 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$97.4M +$13.6M +816,176 +17%
Charles Schwab
6
Charles Schwab
California
$82.2M -$473K -28,406 -0.6%
SAM
7
Silvercrest Asset Management
New York
$60.7M +$4.53M +271,871 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$54.3M +$1.74M +104,539 +3%
PA
9
Parallel Advisors
California
$50.8M -$117 -7 -0%
Principal Financial Group
10
Principal Financial Group
Iowa
$50.4M -$2.26M -135,790 -4%
Morgan Stanley
11
Morgan Stanley
New York
$42.2M -$16.6M -996,968 -29%
Goldman Sachs
12
Goldman Sachs
New York
$33.1M -$6.63M -397,841 -17%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$29.4M +$28.4M +1,706,081 New
Northern Trust
14
Northern Trust
Illinois
$28.9M -$862K -51,772 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$28.4M -$148K -8,885 -0.5%
Norges Bank
16
Norges Bank
Norway
$18.8M
N
17
Nuveen
North Carolina
$17.2M -$4.82M -289,660 -23%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$14.6M +$391K +23,483 +3%
CBB
19
Citizens Business Bank
California
$12.3M -$3.45M -206,900 -36%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$21.1K -1,265 -0.2%
Bank of America
21
Bank of America
North Carolina
$12.1M +$2.63M +158,130 +29%
Bessemer Group
22
Bessemer Group
New Jersey
$11.1M +$1.75M +104,804 +19%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$11M -$836K -50,206 -7%
SEI Investments
24
SEI Investments
Pennsylvania
$10.8M +$291K +17,483 +3%
Citadel Advisors
25
Citadel Advisors
Florida
$10.1M +$9.36M +561,685 +2,079%

CVBF Hedge Fund Activity: Q2 2024 in Review

220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2024, worth a combined $1.76B — down 2.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of CVBF and 23 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 74 added.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $28.4M. The largest seller was Morgan Stanley, cutting an estimated $16.6M.

  • 220 institutional investors held CVB Financial (CVBF) as of Q2 2024, down from 224 in Q1 2024.
  • Funds reported $1.76B of CVB Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 23 funds opened new CVB Financial positions in Q2 2024 and 26 closed out, a net change of -3 holders.
  • The largest CVB Financial buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $28.4M added.
  • The largest CVB Financial seller in Q2 2024 was Morgan Stanley, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2024.