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CB Financial Services
CBFV

23 hedge funds and large institutions have $13.6M invested in CB Financial Services in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

15% more funds holding

Funds holding: 20 → 23 (+3)

14% less capital invested

Capital invested by funds: $15.7M → $13.6M (-$2.12M)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JCM
Janney Capital Management
Pennsylvania
+$376K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$284K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$92.7K
4
Bank of America
Bank of America
North Carolina
+$21.6K
5
BFA
BlackRock Fund Advisors
California
+$3.14K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$441K
2
Stifel Financial
Stifel Financial
Missouri
-$344K
3
UBS Group
UBS Group
Switzerland
-$5.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SV
1
Stilwell Value
New York
$3.74M – – –
WB
2
WesBanco Bank
West Virginia
$1.69M – – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.67M – – –
FCM
4
FJ Capital Management
Virginia
$1.66M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.19M +$284K +13,900 +30%
STB
6
S&T Bank
Pennsylvania
$1.12M – – –
BFC
7
Banc Funds Company
Illinois
$720K – – –
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$584K +$92.7K +4,546 +18%
JCM
9
Janney Capital Management
Pennsylvania
$364K +$376K +18,417 New
MI
10
M3F Inc
Utah
$313K -$441K -21,640 -58%
SCM
11
Snow Capital Management
Pennsylvania
$198K – – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$115K – – –
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$74K – – –
First Manhattan
14
First Manhattan
New York
$47K – – –
Morgan Stanley
15
Morgan Stanley
New York
$29K +$20 +1 +0.1%
Bank of America
16
Bank of America
North Carolina
$21K +$21.6K +1,059 New
BIM
17
BlackRock Investment Management
Delaware
$14K – – –
BFA
18
BlackRock Fund Advisors
California
$14K +$3.14K +154 +28%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$10K – – –
BFEC
20
Benjamin F. Edwards & Company
Missouri
$6K – – –
UBS Group
21
UBS Group
Switzerland
$3K -$5.2K -255 -63%
TRCT
22
Tower Research Capital (TRC)
New York
$1K +$1.53K +75 New
Deutsche Bank
23
Deutsche Bank
Germany
$1K +$2.04K +100 New
Stifel Financial
24
Stifel Financial
Missouri
– -$344K -15,005 Closed

CBFV Hedge Fund Activity: Q1 2016 in Review

23 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2016, worth a combined $13.6M — down 14% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CBFV positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Janney Capital Management, opening a new position worth an estimated $376K. The largest seller was M3F Inc, cutting an estimated $441K.

  • 23 institutional investors held CB Financial Services (CBFV) as of Q1 2016, up from 20 in Q4 2015.
  • Funds reported $13.6M of CB Financial Services stock for Q1 2016, down 14% quarter-over-quarter.
  • 4 funds opened new CB Financial Services positions in Q1 2016 and 1 closed out, a net change of +3 holders.
  • The largest CB Financial Services buyer in Q1 2016 was Janney Capital Management, an estimated $376K added.
  • The largest CB Financial Services seller in Q1 2016 was M3F Inc, an estimated $441K sold.

Based on aggregated 13F filings for Q1 2016.