CB Financial Services
CBFV
48 hedge funds and large institutions have $49.6M invested in CB Financial Services in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
420% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 5
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
78% more funds holding
Funds holding: 27 → 48 (+21)
73% more capital invested
Capital invested by funds: $28.7M → $49.6M (+$21M)
4.07% more ownership
Funds ownership: 22.61% → 26.68% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.03M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.85M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$2.26M |
| 4 |
State Street
Boston,
Massachusetts
|
+$2.08M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.87M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.25M |
| 3 |
GJL
Gendell Jeffrey L
|
-$500K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$483K |
| 5 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCWS
51
McKinley Carter Wealth Services
Wheeling,
West Virginia
| – | -$54K | -1,730 | Closed |
|
52
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$49K | -1,600 | Closed |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -200 | Closed |
|
CBFV Hedge Fund Activity: Q2 2018 in Review
48 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2018, worth a combined $49.6M — up 73% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new CBFV positions and 5 closed out — a net gain of 21 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was BlackRock, adding an estimated $7.03M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.87M sold.
- 48 institutional investors held CB Financial Services (CBFV) as of Q2 2018, up from 27 in Q1 2018.
- Funds reported $49.6M of CB Financial Services stock for Q2 2018, up 73% quarter-over-quarter.
- 26 funds opened new CB Financial Services positions in Q2 2018 and 5 closed out, a net change of +21 holders.
- The largest CB Financial Services buyer in Q2 2018 was BlackRock, an estimated $7.03M added.
- The largest CB Financial Services seller in Q2 2018 was Wellington Management Group, an estimated $1.87M sold.
Based on aggregated 13F filings for Q2 2018.