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CB Financial Services

24 hedge funds and large institutions have $17.1M invested in CB Financial Services in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $14.8M → $17.1M (+$2.34M)

9% more funds holding

Funds holding: 2224 (+2)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Stilwell Value
New York
$4.43M
WB
2
WesBanco Bank
West Virginia
$1.97M -$2.23K -100 -0.1%
FCM
3
FJ Capital Management
Virginia
$1.96M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.92M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.39M +$2.23K +100 +0.2%
STB
6
S&T Bank
Pennsylvania
$1.32M
PRCP
7
Pacific Ridge Capital Partners
Oregon
$891K -$33.6K -1,501 -4%
BFC
8
Banc Funds Company
Illinois
$852K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$850K +$812K +36,333 New
JCM
10
Janney Capital Management
Pennsylvania
$430K
Stifel Financial
11
Stifel Financial
Missouri
$365K +$4.47K +200 +1%
SCM
12
Snow Capital Management
Pennsylvania
$206K -$26.8K -1,200 -12%
FNT
13
First National Trust
Pennsylvania
$202K +$193K +8,650 New
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$88K
First Manhattan
15
First Manhattan
New York
$56K
LSV Asset Management
16
LSV Asset Management
Illinois
$47K +$46.9K +2,100 New
Morgan Stanley
17
Morgan Stanley
New York
$34K
UBS Group
18
UBS Group
Switzerland
$28K +$4.22K +189 +19%
BFA
19
BlackRock Fund Advisors
California
$19K +$1.27K +57 +7%
BIM
20
BlackRock Investment Management
Delaware
$16K
Deutsche Bank
21
Deutsche Bank
Germany
$16K +$15.6K +700 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12K
BFEC
23
Benjamin F. Edwards & Company
Missouri
$7K
Bank of America
24
Bank of America
North Carolina
$1K -$1.14K -51 -51%
MFS
25
MSI Financial Services
Massachusetts
-$97K -4,575 Closed

CBFV Hedge Fund Activity: Q3 2016 in Review

24 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2016, worth a combined $17.1M — up 16% from $14.8M a quarter earlier.

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

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $812K. The largest seller was MSI Financial Services, exiting entirely with an estimated $97K sold.

  • 24 institutional investors held CB Financial Services (CBFV) as of Q3 2016, up from 22 in Q2 2016.
  • Funds reported $17.1M of CB Financial Services stock for Q3 2016, up 16% quarter-over-quarter.
  • 4 funds opened new CB Financial Services positions in Q3 2016 and 2 closed out, a net change of +2 holders.
  • The largest CB Financial Services buyer in Q3 2016 was Janney Montgomery Scott, an estimated $812K added.
  • The largest CB Financial Services seller in Q3 2016 was MSI Financial Services, an estimated $97K sold.

Based on aggregated 13F filings for Q3 2016.