CVBF icon

CVB Financial
CVBF

Overview Fund Activity

230 hedge funds and large institutions have $2.27B invested in CVB Financial in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
–
Holders Change %
0%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
83
Reduced
69
Closed
35
Calls
$17K
Puts
$17K
Net Calls
–
Net Calls Change
+$212K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$94.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$31.1M
3
Victory Capital Management
Victory Capital Management
Texas
$31.9M
4
BlackRock
BlackRock
New York
$441M
5
UBS Group
UBS Group
Switzerland
$16.7M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$92.9M
2
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$409K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SAM
Silvercrest Asset Management
New York
$76.6M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$441M +$12.4M +578,847 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$329M +$509K +23,753 +0.2%
State Street
3
State Street
Massachusetts
$161M +$9.55M +441,812 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$136M +$3.48M +162,422 +3%
Charles Schwab
5
Charles Schwab
California
$110M +$4.37M +204,164 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$94.4M +$94.4M +4,408,313 New
American Century Companies
7
American Century Companies
Missouri
$92.9M -$34M -1,586,772 -27%
SAM
8
Silvercrest Asset Management
New York
$76.6M -$5.33M -249,167 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$67.4M -$367K -17,119 -0.5%
PA
10
Parallel Advisors
California
$63.1M -$557 -26 -0%
Goldman Sachs
11
Goldman Sachs
New York
$60.8M +$1.03M +48,190 +2%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$50M +$6.8M +317,418 +16%
Morgan Stanley
13
Morgan Stanley
New York
$49.6M -$3.36M -156,904 -6%
Northern Trust
14
Northern Trust
Illinois
$36M +$461K +21,510 +1%
Victory Capital Management
15
Victory Capital Management
Texas
$31.9M +$21.6M +1,009,146 +211%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$31.6M -$748K -34,958 -2%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$31.1M +$31.1M +1,450,924 New
Norges Bank
18
Norges Bank
Norway
$27.7M +$27.7M +1,294,915 New
Wellington Management Group
19
Wellington Management Group
Massachusetts
$20.8M +$10.4M +483,844 +100%
UBS Group
20
UBS Group
Switzerland
$16.7M +$11.7M +544,374 +230%
Bessemer Group
21
Bessemer Group
New Jersey
$16.6M +$676K +31,570 +4%
CBB
22
Citizens Business Bank
California
$15.3M -$125K -3,000 -0.8%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.6M +$380K +17,734 +3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$13.1M +$5.33M +249,009 +69%
Bank of America
25
Bank of America
North Carolina
$12.6M -$2.18M -101,687 -15%
1
2 3 4 5