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CB Financial Services
CBFV

Overview Fund Activity

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
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

1
AllianceBernstein
AllianceBernstein
Tennessee
$6.86M
2
Renaissance Technologies
Renaissance Technologies
New York
$1.23M
3
Morgan Stanley
Morgan Stanley
New York
$294K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$7.79M
5
EF
Empowered Funds
Pennsylvania
$636K

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.48M
3
Bank of America
Bank of America
North Carolina
$5.95K
4
SM
Salzhauer Michael
$814K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$181K +$4.35K +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 +$54.5K +2,291 +619%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$23K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$14.4K -$1.24K -52 -8%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
Citigroup
33
Citigroup
New York
$8.62K +$8.62K +362 New
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$7.5K +$5.5K +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 -$43.7K -1,834 -88%
Wells Fargo
37
Wells Fargo
California
$3.38K +$24 +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
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
– -$5.83K -269 Closed
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