We are live on ! Find out more
CBFV icon

CB Financial Services

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

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

1.17% more ownership

Funds ownership: 27%28.17% (+1.2%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

16% less capital invested

Capital invested by funds: $45.1M → $37.7M (-$7.32M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$222K +$37.9K +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 +$103K +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 -$616 -23 -0.7%
UBS Group
32
UBS Group
Switzerland
$66K +$18.2K +678 +34%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$42K
SO
34
STRS Ohio
Ohio
$34K
JP Morgan Chase
35
JP Morgan Chase
New York
$34K +$7.34K +274 +25%
Citigroup
36
Citigroup
New York
$31K -$830 -31 -2%
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$23K -$83.1K -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 +$11.6K +434 New
AIP
41
Ameritas Investment Partners
Nebraska
$10K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$7K +$80 +3 +1%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$4.01K +$241 +9 +6%
Barclays
44
Barclays
United Kingdom
$3K -$46.4K -1,732 -93%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$2K +$964 +36 +113%
Canada Life
46
Canada Life
Manitoba, Canada
$1K +$1.15K +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
JIR
49
James Investment Research
Ohio
-$3.46K -129 -92%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
-$3K -118 Closed

CBFV Hedge Fund Activity: Q4 2018 in Review

47 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2018, worth a combined $37.7M — down 16% from $45.1M a quarter earlier.

Fund positioning in CBFV was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 9 trimmed.

The largest buyer was BHZ Capital Management, opening a new position worth an estimated $1.04M. The largest seller was TIAA CREF Investment Management, exiting entirely with an estimated $206K sold.

  • 47 institutional investors held CB Financial Services (CBFV) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $37.7M of CB Financial Services stock for Q4 2018, down 16% quarter-over-quarter.
  • 3 funds opened new CB Financial Services positions in Q4 2018 and 3 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q4 2018 was BHZ Capital Management, an estimated $1.04M added.
  • The largest CB Financial Services seller in Q4 2018 was TIAA CREF Investment Management, an estimated $206K sold.

Based on aggregated 13F filings for Q4 2018.