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CB Financial Services
CBFV

41 hedge funds and large institutions have $43.4M invested in CB Financial Services in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $38.2M → $43.4M (+$5.18M)

5% more funds holding

Funds holding: 39 → 41 (+2)

2.88% more ownership

Funds ownership: 34.41% → 37.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
13
Reduced
10
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.74M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.14M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$385K
4
Morgan Stanley
Morgan Stanley
New York
+$65.1K
5
BCM
Bridgeway Capital Management
Texas
+$47.9K

Top Sellers

Rank Fund Capital Flow
1
FNT
First National Trust
Pennsylvania
-$146K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$41.4K
3
American Century Companies
American Century Companies
Missouri
-$15.7K
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.88K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$6.97K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$230K -$2K -90 -0.9%
Morgan Stanley
27
Morgan Stanley
New York
$209K +$65.1K +2,934 +46%
Barclays
28
Barclays
United Kingdom
$168K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$138K – – –
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$105K – – –
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$46K +$24.8K +1,119 +115%
UBS Group
32
UBS Group
Switzerland
$27.5K +$18.9K +850 +234%
TRCT
33
Tower Research Capital (TRC)
New York
$14.2K -$710 -32 -5%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7K – – –
Bank of America
36
Bank of America
North Carolina
$6.5K +$821 +37 +15%
Wells Fargo
37
Wells Fargo
California
$2.42K -$799 -36 -25%
GEA
38
Glen Eagle Advisors
New Jersey
$1.7K – – –
IC
39
Innealta Capital
Texas
$1.38K +$1.35K +61 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$657 – – –
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$23 -$6.97K -314 -100%
1
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CBFV Hedge Fund Activity: Q2 2024 in Review

41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2024, worth a combined $43.4M — up 14% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CBFV positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.74M. The largest seller was First National Trust, cutting an estimated $146K.

  • 41 institutional investors held CB Financial Services (CBFV) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $43.4M of CB Financial Services stock for Q2 2024, up 14% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest CB Financial Services buyer in Q2 2024 was AllianceBernstein, an estimated $1.74M added.
  • The largest CB Financial Services seller in Q2 2024 was First National Trust, an estimated $146K sold.

Based on aggregated 13F filings for Q2 2024.