CB Financial Services
CBFV
26 hedge funds and large institutions have $25.4M invested in CB Financial Services in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $21.1M → $25.4M (+$4.25M)
4% more funds holding
Funds holding: 25 → 26 (+1)
1.35% more ownership
Funds ownership: 19.9% → 21.24% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$733K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$378K |
| 3 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
+$196K |
| 4 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
+$151K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$64K |
| 2 |
Morgan Stanley
New York
|
-$30.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 4 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$5.48K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$64K | -2,501 | Closed |
|
|
27
UBS Group
Zurich,
Switzerland
| – | -$18K | -681 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$3K | -100 | Closed |
|
29
Bank of America
Charlotte,
North Carolina
| – | +$274 | +10 | New |
|
CBFV Hedge Fund Activity: Q3 2017 in Review
26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2017, worth a combined $25.4M — up 20% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CBFV positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 2 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $733K. The largest seller was Deutsche Bank, exiting entirely with an estimated $64K sold.
- 26 institutional investors held CB Financial Services (CBFV) as of Q3 2017, up from 25 in Q2 2017.
- Funds reported $25.4M of CB Financial Services stock for Q3 2017, up 20% quarter-over-quarter.
- 4 funds opened new CB Financial Services positions in Q3 2017 and 3 closed out, a net change of +1 holder.
- The largest CB Financial Services buyer in Q3 2017 was Kennedy Capital Management, an estimated $733K added.
- The largest CB Financial Services seller in Q3 2017 was Deutsche Bank, an estimated $64K sold.
Based on aggregated 13F filings for Q3 2017.