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CVB Financial

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 84 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.8B → $2.27B (+$476M)

22% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 69

3.82% more ownership

Funds ownership: 71.93%75.75% (+3.8%)

8% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 36

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

1% less funds holding

Funds holding: 232230 (-2)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
39
Increased
84
Reduced
69
Closed
36
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$441M +$12.2M +578,847 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$502K +23,753 +0.2%
State Street
3
State Street
Massachusetts
$161M +$9.35M +441,812 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$136M +$3.44M +162,422 +3%
Charles Schwab
5
Charles Schwab
California
$110M +$4.32M +204,164 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$94.4M +$93.2M +4,408,313 New
American Century Companies
7
American Century Companies
Missouri
$92.9M -$33.6M -1,586,772 -27%
SAM
8
Silvercrest Asset Management
New York
$76.6M -$5.27M -249,167 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67.4M -$362K -17,119 -0.5%
PA
10
Parallel Advisors
California
$63.1M -$550 -26 -0%
Goldman Sachs
11
Goldman Sachs
New York
$60.8M +$1.02M +48,190 +2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$50M +$6.71M +317,418 +16%
Morgan Stanley
13
Morgan Stanley
New York
$49.6M -$3.32M -156,904 -6%
Northern Trust
14
Northern Trust
Illinois
$36M +$455K +21,510 +1%
Victory Capital Management
15
Victory Capital Management
Texas
$31.9M +$21.3M +1,009,146 +211%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.6M -$739K -34,958 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$31.1M +$30.7M +1,450,924 New
Norges Bank
18
Norges Bank
Norway
$27.7M +$5.43M +256,643 +25%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$20.8M +$10.2M +483,844 +100%
UBS Group
20
UBS Group
Switzerland
$16.7M +$11.5M +544,374 +230%
Bessemer Group
21
Bessemer Group
New Jersey
$16.6M +$668K +31,570 +4%
CBB
22
Citizens Business Bank
California
$15.3M -$63.5K -3,000 -0.8%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.6M +$375K +17,734 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$13.1M +$5.27M +249,009 +69%
Bank of America
25
Bank of America
North Carolina
$12.6M -$2.15M -101,687 -15%

CVBF Hedge Fund Activity: Q4 2024 in Review

230 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2024, worth a combined $2.27B — up 26% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 36 closed out — a net gain of 3 holders — while 84 added to existing stakes and 69 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $93.2M. The largest seller was American Century Companies, cutting an estimated $33.6M.

  • 230 institutional investors held CVB Financial (CVBF) as of Q4 2024, down from 232 in Q3 2024.
  • Funds reported $2.27B of CVB Financial stock for Q4 2024, up 26% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q4 2024 and 36 closed out, a net change of +3 holders.
  • The largest CVB Financial buyer in Q4 2024 was Capital Research Global Investors, an estimated $93.2M added.
  • The largest CVB Financial seller in Q4 2024 was American Century Companies, an estimated $33.6M sold.

Based on aggregated 13F filings for Q4 2024.