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CB Financial Services
CBFV

Overview Fund Activity

40 hedge funds and large institutions have $34.8M invested in CB Financial Services in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% 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
3
Increased
10
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.5M
2
FL
Fourthstone LLC
Missouri
+$412K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$261K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$62.3K
5
EF
Empowered Funds
Pennsylvania
+$41.1K

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$890K
2
HF
HRT Financial
New York
-$373K
3
Millennium Management
Millennium Management
New York
-$278K
4
Goldman Sachs
Goldman Sachs
New York
-$266K
5
HSA
HBK Sorce Advisory
Pennsylvania
-$109K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$159K – – –
Morgan Stanley
27
Morgan Stanley
New York
$140K -$5.41K -253 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$130K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$99.5K – – –
Bank of America
30
Bank of America
North Carolina
$44.6K +$1.33K +62 +3%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$21K – – –
TRCT
32
Tower Research Capital (TRC)
New York
$14.1K -$8.07K -377 -36%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
UBS Group
34
UBS Group
Switzerland
$7.92K +$428 +20 +6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6K -$1.08K -54 -15%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.83K +$5.83K +269 New
Wells Fargo
37
Wells Fargo
California
$3.02K +$21 +1 +0.7%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$1.82K +$1.82K +84 New
GEA
39
Glen Eagle Advisors
New Jersey
$1.61K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$629 – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
– -$890K -42,984 Closed
HF
42
HRT Financial
New York
– -$373K -18,376 Closed
Goldman Sachs
43
Goldman Sachs
New York
– -$266K -12,869 Closed
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