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CB Financial Services
CBFV

39 hedge funds and large institutions have $41M invested in CB Financial Services in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $34.8M → $41M (+$6.2M)

1.97% more ownership

Funds ownership: 31.69% → 33.65% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 40 → 39 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$2.86M
2
Renaissance Technologies
Renaissance Technologies
New York
+$158K
3
Morgan Stanley
Morgan Stanley
New York
+$128K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$79.7K
5
BCM
Bridgeway Capital Management
Texas
+$50.9K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$640K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$507K
3
Bank of America
Bank of America
North Carolina
-$40.5K
4
SM
Salzhauer Michael
-$25.4K
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$181K +$4.04K +183 +2%
SPIA
27
Steward Partners Investment Advisory
New York
$145K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$111K – – –
UBS Group
29
UBS Group
Switzerland
$63.4K +$50.6K +2,291 +619%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$23K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$14.4K -$1.15K -52 -8%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
Citigroup
33
Citigroup
New York
$8.62K +$8K +362 New
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$7.5K +$5.11K +231 +275%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7K – – –
Bank of America
36
Bank of America
North Carolina
$5.95K -$40.5K -1,834 -88%
Wells Fargo
37
Wells Fargo
California
$3.38K +$22 +1 +0.7%
GEA
38
Glen Eagle Advisors
New Jersey
$1.79K – – –
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$691 – – –
Millennium Management
40
Millennium Management
New York
– -$640K -29,526 Closed
JP Morgan Chase
41
JP Morgan Chase
New York
– -$5.83K -269 Closed
1
2

CBFV Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2023, worth a combined $41M — up 18% from $34.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CBFV and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 15 added.

The largest buyer was AllianceBernstein, adding an estimated $2.86M. The largest seller was Millennium Management, exiting entirely with an estimated $640K sold.

  • 39 institutional investors held CB Financial Services (CBFV) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $41M of CB Financial Services stock for Q4 2023, up 18% quarter-over-quarter.
  • 1 fund opened new CB Financial Services positions in Q4 2023 and 2 closed out, a net change of -1 holder.
  • The largest CB Financial Services buyer in Q4 2023 was AllianceBernstein, an estimated $2.86M added.
  • The largest CB Financial Services seller in Q4 2023 was Millennium Management, an estimated $640K sold.

Based on aggregated 13F filings for Q4 2023.