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CB Financial Services
CBFV

Overview Fund Activity

46 hedge funds and large institutions have $34.6M invested in CB Financial Services in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$719K
2
Renaissance Technologies
Renaissance Technologies
New York
+$621K
3
BCM
BHZ Capital Management
California
+$491K
4
Goldman Sachs
Goldman Sachs
New York
+$485K
5
FL
Fourthstone LLC
Missouri
+$239K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$821K
2
Wells Fargo
Wells Fargo
California
-$172K
3
Northern Trust
Northern Trust
Illinois
-$98.9K
4
OSAM
O'Shaughnessy Asset Management
Connecticut
-$96.4K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$49.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$165K – – –
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$103K – – –
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$100K – – –
AWC
29
Abundance Wealth Counselors
Pennsylvania
$93K +$93K +4,202 New
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$89K -$37.6K -1,706 -30%
Deutsche Bank
31
Deutsche Bank
Germany
$71K -$6.7K -303 -9%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$58.5K +$35.2K +1,591 +151%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$55K +$55K +2,484 New
UBS Group
34
UBS Group
Switzerland
$50K -$15.4K -687 -24%
Wells Fargo
35
Wells Fargo
California
$44K -$172K -7,611 -80%
Osaic Holdings
36
Osaic Holdings
Arizona
$38K – – –
SCA
37
Stonebridge Capital Advisors
Minnesota
$26K +$26K +1,159 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$23K -$96.4K -4,424 -81%
TRCT
39
Tower Research Capital (TRC)
New York
$23K -$10.6K -480 -31%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$11K +$1.5K +67 +16%
Legal & General Group
42
Legal & General Group
United Kingdom
$10K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$10K – – –
Citigroup
44
Citigroup
New York
$7K -$13.8K -647 -66%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$4K -$14.4K -622 -78%
AIG
46
American International Group
New York
$64 – +7 +0.2%
Millennium Management
47
Millennium Management
New York
– -$821K -41,050 Closed
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