We are live on ! Find out more
CBFV icon

CB Financial Services
CBFV

51 hedge funds and large institutions have $34.3M invested in CB Financial Services in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $26.6M → $34.3M (+$7.67M)

21% more funds holding

Funds holding: 42 → 51 (+9)

3.67% more ownership

Funds ownership: 25.49% → 29.16% (+3.7%)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.95M
2
Northern Trust
Northern Trust
Illinois
+$1.23M
3
State Street
State Street
Massachusetts
+$1.22M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$693K
5
FIA
FNY Investment Advisers
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.51M
2
KCM
Kennedy Capital Management
Missouri
-$1.42M
3
GJL
Gendell Jeffrey L
-$653K
4
STB
S&T Bank
Pennsylvania
-$510K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$217K +$222K +9,950 New
Wells Fargo
27
Wells Fargo
California
$212K +$47.8K +2,142 +28%
FNT
28
First National Trust
Pennsylvania
$206K +$211K +9,451 New
Barclays
29
Barclays
United Kingdom
$188K +$192K +8,599 New
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$176K -$93.9K -4,209 -34%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$172K +$17.6K +787 +11%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$162K +$166K +7,445 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$98K +$100K +4,500 New
BFIM
34
Beese Fulmer Investment Management
Ohio
$80K +$81.8K +3,665 New
AIG
35
American International Group
New York
$66K +$67.4K +3,020 New
CAN
36
Cetera Advisor Networks
California
$58K +$59.7K +2,675 New
Deutsche Bank
37
Deutsche Bank
Germany
$50K +$50.7K +2,273 New
UBS Group
38
UBS Group
Switzerland
$48K +$32.5K +1,456 +206%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$47K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$37K – – –
SCA
41
Stonebridge Capital Advisors
Minnesota
$25K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$14K +$13.9K +622 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Citigroup
44
Citigroup
New York
$13K +$6.16K +276 +84%
AIP
45
Ameritas Investment Partners
Nebraska
$10K +$9.73K +436 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$8K +$9.31K +417 New
PAM
47
Panagora Asset Management
Massachusetts
$7K – – –
PAG
48
Private Advisor Group
New Jersey
$5K +$5.13K +230 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$4.04K +$3.55K +159 +612%
Canada Life
50
Canada Life
Manitoba, Canada
$2K -$112 -5 -6%
1
2
3

CBFV Hedge Fund Activity: Q2 2020 in Review

51 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2020, worth a combined $34.3M — up 29% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBFV positions and 10 closed out — a net gain of 9 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $3.95M. The largest seller was Ameriprise, exiting entirely with an estimated $2.51M sold.

  • 51 institutional investors held CB Financial Services (CBFV) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $34.3M of CB Financial Services stock for Q2 2020, up 29% quarter-over-quarter.
  • 19 funds opened new CB Financial Services positions in Q2 2020 and 10 closed out, a net change of +9 holders.
  • The largest CB Financial Services buyer in Q2 2020 was BlackRock, an estimated $3.95M added.
  • The largest CB Financial Services seller in Q2 2020 was Ameriprise, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2020.