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CB Financial Services
CBFV

Overview Fund Activity

51 hedge funds and large institutions have $42.7M invested in CB Financial Services in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$1.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$881K
3
ECM
ExodusPoint Capital Management
New York
+$431K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$373K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$265K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$1.04M
2
BCM
BHZ Capital Management
California
-$810K
3
MCM
Maltese Capital Management
New York
-$665K
4
Millennium Management
Millennium Management
New York
-$322K
5
MI
M3F Inc
Utah
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$317K +$8.88K +295 +3%
FNT
27
First National Trust
Pennsylvania
$305K – – –
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$293K +$72.5K +2,407 +33%
SC
29
Southside Capital
Florida
$269K – – –
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$265K +$265K +8,800 New
Goldman Sachs
31
Goldman Sachs
New York
$259K +$19.9K +660 +8%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$217K – – –
RB
33
Rodgers Brothers
Pennsylvania
$216K +$216K +7,160 New
OGC
34
One68 Global Capital
New York
$212K +$212K +7,025 New
Wells Fargo
35
Wells Fargo
California
$192K -$2.36K -78 -1%
LSV Asset Management
36
LSV Asset Management
Illinois
$177K – – –
HIM
37
Hillsdale Investment Management
Ontario, Canada
$78K +$30K +1,000 +63%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$65K -$48.4K -1,600 -43%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$51K – – –
UBS Group
40
UBS Group
Switzerland
$41K +$23.2K +783 +130%
SCA
41
Stonebridge Capital Advisors
Minnesota
$35K – – –
Bank of America
42
Bank of America
North Carolina
$34K -$60.4K -1,979 -64%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
PAM
44
Panagora Asset Management
Massachusetts
$10K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$9K +$58 +2 +0.6%
Deutsche Bank
46
Deutsche Bank
Germany
$6K -$101K -3,383 -94%
Citigroup
47
Citigroup
New York
$3K -$10.6K -411 -78%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$3K -$2.55K -85 -46%
Canada Life
49
Canada Life
Manitoba, Canada
$2K +$2K +80 New
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +42 New
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2
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