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CB Financial Services
CBFV

39 hedge funds and large institutions have $38.2M invested in CB Financial Services in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 33.65% → 34.41% (+0.76%)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7% less capital invested

Capital invested by funds: $41M → $38.2M (-$2.79M)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$494K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$86.9K
4
BCM
Bridgeway Capital Management
Texas
+$48.3K
5
EF
Empowered Funds
Pennsylvania
+$48.3K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$498K
2
FL
Fourthstone LLC
Missouri
-$458K
3
Morgan Stanley
Morgan Stanley
New York
-$139K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$106K
5
WB
WesBanco Bank
West Virginia
-$66.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$161K -$4.21K -183 -2%
Morgan Stanley
27
Morgan Stanley
New York
$136K -$139K -6,030 -49%
SPIA
28
Steward Partners Investment Advisory
New York
$131K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$101K – – –
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$20K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$14.2K +$1.22K +53 +9%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
UBS Group
33
UBS Group
Switzerland
$7.85K -$52.8K -2,298 -86%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$6.81K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6K – – –
Bank of America
36
Bank of America
North Carolina
$5.41K – – –
Wells Fargo
37
Wells Fargo
California
$3.09K +$23 +1 +0.7%
GEA
38
Glen Eagle Advisors
New Jersey
$1.62K – – –
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$627 – – –
FL
40
Fourthstone LLC
Missouri
– -$458K -19,231 Closed
Citigroup
41
Citigroup
New York
– -$8.62K -362 Closed
1
2

CBFV Hedge Fund Activity: Q1 2024 in Review

39 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2024, worth a combined $38.2M — down 6.8% from $41M a quarter earlier.

Fund positioning in CBFV was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.05M. The largest seller was Janney Montgomery Scott, cutting an estimated $498K.

  • 39 institutional investors held CB Financial Services (CBFV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $38.2M of CB Financial Services stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q1 2024 was AllianceBernstein, an estimated $1.05M added.
  • The largest CB Financial Services seller in Q1 2024 was Janney Montgomery Scott, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2024.