Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cvb Finl Corp (CVBF)

315 + Investors. Track Smart Money conviction in CVBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
6Q ▲
Buyers last Q
76%

Smart Money Signals — CVBF

Based on 319 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added CVBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
319 hedge funds hold CVBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+69 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

240 buying74 selling
Last quarter: 240 funds were net buyers (71 opened a brand new position + 169 added to an existing one). Only 74 were sellers (41 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new CVBF position: 37 → 48 → 55 → 71. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
189 out of 319 hedge funds have held CVBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +57% but shares only +31% — price-driven

Value
+57%
Shares
+31%
Last quarter: the total dollar value of institutional holdings rose +57%, but actual share count only changed +31%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

39 → 37 → 48 → 55 → 71 new funds/Q
New funds entering each quarter: 37 → 48 → 55 → 71. A growing number of institutions are discovering CVBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 321 holders: 208 (65%) are 2+ year veterans, 34 entered 1–2 years ago, and 79 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
54 of 318 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CVBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CVBF

In 2026 Q2, 240 hedge funds were net buyers of CVBF (71 opened a new position, 169 added to an existing one), while 74 reduced or exited (41 trimmed, 33 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in CVBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 319.

Hedge Fund Ownership: CVBF

How many hedge funds hold CVBF — quarterly history vs. share price
Quarterly hedge fund ownership of CVBF vs. share price

Market Analysis: CVBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CVBF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: CVBF
315 + Investors

Track Smart Money conviction in CVBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 315 281 12.1%
13F Shares 146M 114M 27.41%
Total Value $3.23B $2.18B 48.54%
New Positions 70 55 +15
Increased Positions 167 88 +79
Closed Positions 35 35 -
Reduced Positions 41 93 -52
Total Calls 2 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: CVBF

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Financial Highlights

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Institutional Holders (2026 Q2)

315 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CVBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CVBF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMC FIG Opportunities LLC 7.98% 221,856 $5.0M
2 HoldCo Asset Management, LP 4.92% 3,397,983 $76.6M
3 Bernzott Capital Advisors 3.86% 428,089 $9.7M
4 FJ Capital Management LLC 3.79% 1,295,322 $29.2M
5 Citizens Business Bank 2.33% 342,861 $15.5M
6 Cliffwater LLC 2.31% 412,247 $9.3M
7 Rhino Investment Partners, Inc 2.14% 314,278 $7.1M
8 Parallel Advisors, LLC 1.21% 3,529,148 $79.6M
9 Bolthouse Investments, LLC 1.11% 60,599 $1.4M
10 Maltese Capital Management LLC 0.66% 160,000 $3.6M
11 iSAM Funds (UK) Ltd 0.63% 39,300 $886K
12 Neo Ivy Capital Management 0.58% 110,959 $2.5M
13 Dark Forest Capital Management LP 0.35% 238,859 $5.4M
14 Silvercrest Asset Management Group LLC 0.32% 2,180,413 $49.2M
15 Atom Investors LP 0.31% 153,349 $3.5M
16 Kennedy Capital Management LLC 0.25% 623,650 $14.1M
17 Mason & Associates Inc 0.24% 66,040 $1.5M
18 Numerai GP LLC 0.20% 107,128 $2.4M
19 Odyssean, LLC 0.18% 47,984 $1.1M
20 Lazari Capital Management, INC. 0.17% 24,376 $550K
21 EntryPoint Capital, LLC 0.16% 13,543 $233K
22 WINTON GROUP Ltd 0.16% 217,295 $4.9M
23 Brevan Howard Capital Management LP 0.16% 950,000 $21.4M
24 Boothbay Fund Management, LLC 0.13% 428,917 $9.7M
25 Pinnacle Holdings, LLC 0.12% 17,783 $401K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cvb Finl Corp (CVBF)

What does the Smart Money Trend signal show for CVBF?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added CVBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CVBF?

More buyers than sellers — 76% buying: Last quarter: 240 funds were net buyers (71 opened a brand new position + 169 added to an existing one). Only 74 were sellers (41 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CVBF holders?

Elite ownership — 69% AUM from top-100 funds: 54 of 318 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in CVBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CVBF?

59% of holders stayed for 2+ years: 189 out of 319 hedge funds have held CVBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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