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CB Financial Services
CBFV

Overview Fund Activity

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
Holders
39
Holders Change
–
Holders Change %
0%
% 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
2
Increased
9
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$991K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$464K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$81.8K
4
EF
Empowered Funds
Pennsylvania
+$45.4K
5
BCM
Bridgeway Capital Management
Texas
+$45.4K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$469K
2
FL
Fourthstone LLC
Missouri
-$458K
3
Morgan Stanley
Morgan Stanley
New York
-$130K
4
HSA
HBK Sorce Advisory
Pennsylvania
-$99.5K
5
WB
WesBanco Bank
West Virginia
-$62.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$161K -$3.97K -183 -2%
Morgan Stanley
27
Morgan Stanley
New York
$136K -$130K -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 +$1.15K +53 +9%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
UBS Group
33
UBS Group
Switzerland
$7.85K -$49.7K -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 +$22 +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
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