CVB Financial
CVBF
232 hedge funds and large institutions have $1.8B invested in CVB Financial in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 21 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
5% more funds holding
Funds holding: 220 → 232 (+12)
2% more capital invested
Capital invested by funds: $1.76B → $1.8B (+$34.2M)
1.1% less ownership
Funds ownership: 73.03% → 71.93% (-1.1%)
19% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 86
94% less call options, than puts
Call options by funds: $14K | Put options by funds: $226K
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$15.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.73M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.66M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$5.54M |
Top Sellers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$41.1M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$14.6M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.76M |
| 5 |
D.E. Shaw & Co
New York
|
-$4.97M |
CVBF Hedge Fund Activity: Q3 2024 in Review
232 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2024, worth a combined $1.8B — up 1.9% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CVBF positions and 21 closed out — a net gain of 12 holders — while 70 added to existing stakes and 86 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $15.6M. The largest seller was Principal Financial Group, cutting an estimated $41.1M.
- 232 institutional investors held CVB Financial (CVBF) as of Q3 2024, up from 220 in Q2 2024.
- Funds reported $1.8B of CVB Financial stock for Q3 2024, up 1.9% quarter-over-quarter.
- 33 funds opened new CVB Financial positions in Q3 2024 and 21 closed out, a net change of +12 holders.
- The largest CVB Financial buyer in Q3 2024 was Goldman Sachs, an estimated $15.6M added.
- The largest CVB Financial seller in Q3 2024 was Principal Financial Group, an estimated $41.1M sold.
Based on aggregated 13F filings for Q3 2024.