We are live on ! Find out more
CBFV icon

CB Financial Services

46 hedge funds and large institutions have $33.9M invested in CB Financial Services in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 4146 (+5)

3.87% more ownership

Funds ownership: 25.91%29.78% (+3.9%)

4% more capital invested

Capital invested by funds: $32.6M → $33.9M (+$1.28M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
26
State Street
Massachusetts
$253K
Barclays
27
Barclays
United Kingdom
$197K -$11.4K -477 -5%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$112K
ICM
29
Invenomic Capital Management
Massachusetts
$100K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$60K
Bank of America
31
Bank of America
North Carolina
$53K -$979 -41 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$36K -$4.78K -200 -12%
UBS Group
33
UBS Group
Switzerland
$32K -$13.5K -564 -29%
PCG
34
Private Capital Group
Connecticut
$24K
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$23K
Optiver Holding
36
Optiver Holding
Netherlands
$14K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.8K +579 New
CWS
38
Confluence Wealth Services
Pennsylvania
$14K +$14.3K +600 New
EBA
39
Eagle Bay Advisors
New York
$12K -$11.9K -500 -50%
CFA
40
Carroll Financial Associates
North Carolina
$7K +$7.16K +300 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.72K +$73.2K +3,067 +2%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$2.36K -$334 -14 -13%
GEA
43
Glen Eagle Advisors
New Jersey
$1.8K +$1.79K +75 New
Wells Fargo
44
Wells Fargo
California
$1K -$5.97K -250 -90%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1K +$1K +42 New
SCA
46
Stonebridge Capital Advisors
Minnesota
-$27K -1,159 Closed
OSAM
47
O'Shaughnessy Asset Management
Connecticut
-$12K -491 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$3.56K -149 -98%

CBFV Hedge Fund Activity: Q4 2021 in Review

46 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2021, worth a combined $33.9M — up 3.9% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CBFV positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $296K. The largest seller was Millennium Management, cutting an estimated $281K.

  • 46 institutional investors held CB Financial Services (CBFV) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $33.9M of CB Financial Services stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 7 funds opened new CB Financial Services positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest CB Financial Services buyer in Q4 2021 was UMB Bank, an estimated $296K added.
  • The largest CB Financial Services seller in Q4 2021 was Millennium Management, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2021.