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CB Financial Services
CBFV

19 hedge funds and large institutions have $13.6M invested in CB Financial Services in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $10.8M → $13.6M (+$2.81M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less funds holding

Funds holding: 20 → 19 (-1)

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WB
WesBanco Bank
West Virginia
+$1.69M
2
Morgan Stanley
Morgan Stanley
New York
+$540K
3
Stifel Financial
Stifel Financial
Missouri
+$292K
4
F
Filament
Washington
+$275K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$115K

Top Sellers

Rank Fund Capital Flow
1
FVP
Firefly Value Partners
Pennsylvania
-$607K
2
DP
Dearborn Partners
Illinois
-$226K
3
NPC
National Planning Corporation
California
-$33.5K
4
Deutsche Bank
Deutsche Bank
Germany
-$18K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$3.74M +$3.74M +189,243 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.3M – – –
WB
3
WesBanco Bank
West Virginia
$1.69M +$1.69M +85,350 New
FCM
4
FJ Capital Management
Virginia
$1.66M +$376 +19 +0%
STB
5
S&T Bank
Pennsylvania
$1.12M – – –
Morgan Stanley
6
Morgan Stanley
New York
$542K +$540K +27,292 +16,343%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$480K – – –
Vanguard Group
8
Vanguard Group
Pennsylvania
$473K +$115K +5,804 +32%
AllianceBernstein
9
AllianceBernstein
Tennessee
$341K +$30.2K +1,528 +10%
Stifel Financial
10
Stifel Financial
Missouri
$291K +$292K +14,755 New
F
11
Filament
Washington
$274K +$275K +13,883 New
CC
12
Cannell Capital
Wyoming
$240K +$28.3K +1,430 +13%
SCM
13
Snow Capital Management
Pennsylvania
$198K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$115K – – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$74K – – –
First Manhattan
16
First Manhattan
New York
$47K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$24K +$17.1K +863 +240%
UBS Group
18
UBS Group
Switzerland
$21K +$7.38K +373 +55%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$6K – – –
FVP
20
Firefly Value Partners
Pennsylvania
– -$607K -30,519 Closed
DP
21
Dearborn Partners
Illinois
– -$226K -11,356 Closed
NPC
22
National Planning Corporation
California
– -$33.5K -1,685 Closed
Deutsche Bank
23
Deutsche Bank
Germany
– -$18K -949 Closed

CBFV Hedge Fund Activity: Q1 2015 in Review

19 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2015, worth a combined $13.6M — up 26% from $10.8M a quarter earlier.

Fund positioning in CBFV was balanced in Q1 2015: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 0 trimmed.

The largest buyer was WesBanco Bank, opening a new position worth an estimated $1.69M. The largest seller was Firefly Value Partners, exiting entirely with an estimated $607K sold.

  • 19 institutional investors held CB Financial Services (CBFV) as of Q1 2015, down from 20 in Q4 2014.
  • Funds reported $13.6M of CB Financial Services stock for Q1 2015, up 26% quarter-over-quarter.
  • 4 funds opened new CB Financial Services positions in Q1 2015 and 4 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q1 2015 was WesBanco Bank, an estimated $1.69M added.
  • The largest CB Financial Services seller in Q1 2015 was Firefly Value Partners, an estimated $607K sold.

Based on aggregated 13F filings for Q1 2015.