CBFV icon

CB Financial Services
CBFV

Overview Fund Activity

47 hedge funds and large institutions have $37.7M invested in CB Financial Services in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
BHZ Capital Management
California
+$960K
2
Wells Fargo
Wells Fargo
California
+$233K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$217K
4
BlackRock
BlackRock
New York
+$189K
5
Bank of America
Bank of America
North Carolina
+$95K

Top Sellers

1
TCIM
TIAA CREF Investment Management
New York
-$206K
2
Deutsche Bank
Deutsche Bank
Germany
-$124K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$76.9K
4
WPW
Waldron Private Wealth
Pennsylvania
-$45.2K
5
Barclays
Barclays
United Kingdom
-$38.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$222K +$35K +1,414 +19%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$177K – – –
Bank of America
28
Bank of America
North Carolina
$155K +$95K +3,844 +158%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$129K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$93K – – –
AIG
31
American International Group
New York
$76K -$568 -23 -0.7%
UBS Group
32
UBS Group
Switzerland
$66K +$16.9K +678 +34%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$42K – – –
SO
34
STRS Ohio
Ohio
$34K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$34K +$6.87K +274 +25%
Citigroup
36
Citigroup
New York
$31K -$766 -31 -2%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$23K -$76.9K -3,104 -77%
Legal & General Group
38
Legal & General Group
United Kingdom
$17K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
SNT
40
Security National Trust
West Virginia
$11K +$11K +434 New
AIP
41
Ameritas Investment Partners
Nebraska
$10K – – –
BFEC
42
Benjamin F. Edwards & Company
Missouri
$7K +$70 +3 +1%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$4.01K +$223 +9 +6%
Barclays
44
Barclays
United Kingdom
$3K -$38.5K -1,732 -93%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2K +$1.06K +36 +113%
Canada Life
46
Canada Life
Manitoba, Canada
$1K +$1K +43 New
TCIM
47
TIAA CREF Investment Management
New York
– -$206K -6,690 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$22K -728 Closed
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
– -$3K -118 Closed
1
2