CB Financial Services
CBFV
27 hedge funds and large institutions have $28.7M invested in CB Financial Services in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
4% more funds holding
Funds holding: 26 → 27 (+1)
3% more capital invested
Capital invested by funds: $27.8M → $28.7M (+$887K)
0.03% more ownership
Funds ownership: 22.58% → 22.61% (+0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
+$296K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$230K |
| 3 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$52.6K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$45.5K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$207K |
| 2 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
-$152K |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$85.3K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$60.8K |
| 5 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$27.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
26
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | +$61 | +2 | +0.7% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | +$6.08K | +200 | New |
|
|
ZIM
28
ZPR Investment Management
Orange City,
Florida
| – | -$207K | -6,909 | Closed |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$14K | -463 | Closed |
|
CBFV Hedge Fund Activity: Q1 2018 in Review
27 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2018, worth a combined $28.7M — up 3.2% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CBFV positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Gendell Jeffrey L, adding an estimated $296K. The largest seller was ZPR Investment Management, exiting entirely with an estimated $207K sold.
- 27 institutional investors held CB Financial Services (CBFV) as of Q1 2018, up from 26 in Q4 2017.
- Funds reported $28.7M of CB Financial Services stock for Q1 2018, up 3.2% quarter-over-quarter.
- 3 funds opened new CB Financial Services positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest CB Financial Services buyer in Q1 2018 was Gendell Jeffrey L, an estimated $296K added.
- The largest CB Financial Services seller in Q1 2018 was ZPR Investment Management, an estimated $207K sold.
Based on aggregated 13F filings for Q1 2018.