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CB Financial Services
CBFV

Overview Fund Activity

48 hedge funds and large institutions have $49.6M invested in CB Financial Services in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+21
Holders Change %
+77.78%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
9
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$7.18M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$4.96M
3
BFC
Banc Funds Company
Illinois
+$2.31M
4
State Street
State Street
Massachusetts
+$2.12M
5
Northern Trust
Northern Trust
Illinois
+$1.44M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.87M
2
KCM
Kennedy Capital Management
Missouri
-$1.28M
3
GJL
Gendell Jeffrey L
-$512K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$494K
5
WB
WesBanco Bank
West Virginia
-$193K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$234K +$234K +6,810 New
Wells Fargo
27
Wells Fargo
California
$206K +$19.7K +573 +11%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$179K +$179K +5,200 New
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$139K +$87.4K +2,534 +169%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$129K – – –
AIG
31
American International Group
New York
$105K +$105K +3,043 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$52K – – –
SO
33
STRS Ohio
Ohio
$48K +$48K +1,400 New
UBS Group
34
UBS Group
Switzerland
$45K +$45K +1,301 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$42K +$42K +1,223 New
Bank of America
36
Bank of America
North Carolina
$36K +$36K +1,048 New
Citigroup
37
Citigroup
New York
$32K +$32K +938 New
Legal & General Group
38
Legal & General Group
United Kingdom
$24K +$24K +703 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
AIP
40
Ameritas Investment Partners
Nebraska
$14K +$14K +399 New
Barclays
41
Barclays
United Kingdom
$12K +$12K +343 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$10K +$68 +2 +0.7%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$5.33K +$5.33K +155 New
TRCT
44
Tower Research Capital (TRC)
New York
$5K +$5K +147 New
JIR
45
James Investment Research
Ohio
$4K +$4K +140 New
PIA
46
Piedmont Investment Advisors
North Carolina
$3K +$3K +81 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1K +$1K +33 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1K +$1K +40 New
Wellington Management Group
49
Wellington Management Group
Massachusetts
– -$1.87M -61,009 Closed
LSV Asset Management
50
LSV Asset Management
Illinois
– -$128K -4,200 Closed
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