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CB Financial Services
CBFV

Overview Fund Activity

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
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
–

Top Buyers

1
UB
UMB Bank
Missouri
+$298K
2
FNT
First National Trust
Pennsylvania
+$272K
3
FL
Fourthstone LLC
Missouri
+$138K
4
American Century Companies
American Century Companies
Missouri
+$79.6K
5
BlackRock
BlackRock
New York
+$9.72K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$284K
2
E
Ergoteles
New York
-$132K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$80.2K
4
Renaissance Technologies
Renaissance Technologies
New York
-$55.5K
5
BCM
BHZ Capital Management
California
-$36.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$253K – – –
Barclays
27
Barclays
United Kingdom
$197K -$11.5K -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 -$997 -41 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$36K -$4.85K -200 -12%
UBS Group
33
UBS Group
Switzerland
$32K -$13.4K -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 +$14K +579 New
CWS
38
Confluence Wealth Services
Pennsylvania
$14K +$14K +600 New
EBA
39
Eagle Bay Advisors
New York
$12K -$12K -500 -50%
CFA
40
Carroll Financial Associates
North Carolina
$7K +$7K +300 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.72K +$74 +3,067 +2%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$2.36K -$337 -14 -13%
GEA
43
Glen Eagle Advisors
New Jersey
$1.81K +$1.81K +75 New
Wells Fargo
44
Wells Fargo
California
$1K -$8.62K -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
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