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CB Financial Services
CBFV

41 hedge funds and large institutions have $33.7M invested in CB Financial Services in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more funds holding

Funds holding: 38 → 41 (+3)

2.77% more ownership

Funds ownership: 29.21% → 31.97% (+2.8%)

4% more capital invested

Capital invested by funds: $32.5M → $33.7M (+$1.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.15M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.12M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$872K
4
EF
Empowered Funds
Pennsylvania
+$457K
5
HF
HRT Financial
New York
+$373K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.14M
2
Renaissance Technologies
Renaissance Technologies
New York
-$54.8K
3
Osaic Holdings
Osaic Holdings
Arizona
-$32K
4
Morgan Stanley
Morgan Stanley
New York
-$23.6K
5
SM
Salzhauer Michael
-$13.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$234K -$3.94K -194 -2%
State Street
27
State Street
Massachusetts
$232K – – –
Northern Trust
28
Northern Trust
Illinois
$210K +$3.65K +180 +2%
Barclays
29
Barclays
United Kingdom
$154K – – –
Morgan Stanley
30
Morgan Stanley
New York
$141K -$23.6K -1,163 -15%
SPIA
31
Steward Partners Investment Advisory
New York
$126K – – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$96.3K – – –
Bank of America
33
Bank of America
North Carolina
$41.9K +$690 +34 +2%
TRCT
34
Tower Research Capital (TRC)
New York
$21.4K +$21K +1,034 New
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$19K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
UBS Group
37
UBS Group
Switzerland
$7.25K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$7K +$162 +8 +2%
Wells Fargo
39
Wells Fargo
California
$2.9K +$2.19K +108 +338%
GEA
40
Glen Eagle Advisors
New Jersey
$1.55K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$589 – – –
Osaic Holdings
42
Osaic Holdings
Arizona
– -$32K -1,485 Closed
1
2

CBFV Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2023, worth a combined $33.7M — up 3.7% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CBFV positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.15M. The largest seller was Vanguard Group, cutting an estimated $2.14M.

  • 41 institutional investors held CB Financial Services (CBFV) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $33.7M of CB Financial Services stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 6 funds opened new CB Financial Services positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest CB Financial Services buyer in Q2 2023 was Janney Montgomery Scott, an estimated $1.15M added.
  • The largest CB Financial Services seller in Q2 2023 was Vanguard Group, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2023.