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CB Financial Services

42 hedge funds and large institutions have $29M invested in CB Financial Services in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.71% less ownership

Funds ownership: 28.83%24.12% (-4.7%)

9% less funds holding

Funds holding: 4642 (-4)

16% less capital invested

Capital invested by funds: $34.6M → $29M (-$5.55M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$68K -$124K -5,690 -65%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$55K -$240 -11 -0.4%
SCA
28
Stonebridge Capital Advisors
Minnesota
$52K +$25.3K +1,159 +100%
Osaic Holdings
29
Osaic Holdings
Arizona
$38K
JP Morgan Chase
30
JP Morgan Chase
New York
$36K -$493K -22,643 -93%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$29K +$18.4K +843 +172%
PCG
32
Private Capital Group
Connecticut
$22K +$21.8K +1,000 New
UBS Group
33
UBS Group
Switzerland
$15K -$34.5K -1,585 -71%
Optiver Holding
34
Optiver Holding
Netherlands
$14K +$13.3K +612 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$13K
TRCT
36
Tower Research Capital (TRC)
New York
$12K -$10.5K -482 -46%
EBA
37
Eagle Bay Advisors
New York
$12K +$10.9K +500 New
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$11.9K -$45.9K -2,107 -80%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$11K -$12.3K -565 -54%
Wells Fargo
40
Wells Fargo
California
$7K -$36.4K -1,670 -86%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1K -$97.2K -4,461 -99%
State Street
42
State Street
Massachusetts
-$1.61M -72,674 Closed
Northern Trust
43
Northern Trust
Illinois
-$1.04M -47,121 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$485K -21,918 Closed
Charles Schwab
45
Charles Schwab
California
-$269K -12,133 Closed
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
-$165K -7,445 Closed
AWC
47
Abundance Wealth Counselors
Pennsylvania
-$93K -4,202 Closed
Deutsche Bank
48
Deutsche Bank
Germany
-$71K -3,211 Closed
AIG
49
American International Group
New York
-$64 -2,878 Closed
AIP
50
Ameritas Investment Partners
Nebraska
-$10K -436 Closed

CBFV Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2021, worth a combined $29M — down 16% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CBFV and 7 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.27M. The largest seller was BlackRock, cutting an estimated $5.36M.

  • 42 institutional investors held CB Financial Services (CBFV) as of Q2 2021, down from 46 in Q1 2021.
  • Funds reported $29M of CB Financial Services stock for Q2 2021, down 16% quarter-over-quarter.
  • 7 funds opened new CB Financial Services positions in Q2 2021 and 11 closed out, a net change of -4 holders.
  • The largest CB Financial Services buyer in Q2 2021 was Millennium Management, an estimated $2.27M added.
  • The largest CB Financial Services seller in Q2 2021 was BlackRock, an estimated $5.36M sold.

Based on aggregated 13F filings for Q2 2021.