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CB Financial Services
CBFV

25 hedge funds and large institutions have $18.9M invested in CB Financial Services in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17.89% more ownership

Funds ownership: 0% → 17.89% (+18%)

10% more capital invested

Capital invested by funds: $17.1M → $18.9M (+$1.76M)

4% more funds holding

Funds holding: 24 → 25 (+1)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WPW
Waldron Private Wealth
Pennsylvania
+$1.76M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$763K
3
GJL
Gendell Jeffrey L
+$751K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$574K
5
SM
Salzhauer Michael
+$395K

Top Sellers

Rank Fund Capital Flow
1
SV
Stilwell Value
New York
-$4.43M
2
SCM
Snow Capital Management
Pennsylvania
-$206K
3
First Manhattan
First Manhattan
New York
-$56K
4
JCM
Janney Capital Management
Pennsylvania
-$8.12K
5
WB
WesBanco Bank
West Virginia
-$3.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.18M – – –
WB
2
WesBanco Bank
West Virginia
$2.17M -$3.64K -150 -0.2%
FCM
3
FJ Capital Management
Virginia
$2.17M -$2.43K -100 -0.1%
WPW
4
Waldron Private Wealth
Pennsylvania
$1.87M +$1.76M +72,486 New
PRCP
5
Pacific Ridge Capital Partners
Oregon
$1.8M +$763K +31,390 +82%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.6M +$44.2K +1,820 +3%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.55M +$574K +23,616 +65%
STB
8
S&T Bank
Pennsylvania
$1.46M – – –
BFC
9
Banc Funds Company
Illinois
$941K – – –
GJL
10
Gendell Jeffrey L
$799K +$751K +30,907 New
JCM
11
Janney Capital Management
Pennsylvania
$467K -$8.12K -334 -2%
SM
12
Salzhauer Michael
$421K +$395K +16,268 New
Stifel Financial
13
Stifel Financial
Missouri
$408K +$2.43K +100 +0.6%
Renaissance Technologies
14
Renaissance Technologies
New York
$266K +$250K +10,300 New
FNT
15
First National Trust
Pennsylvania
$224K – – –
UBS Group
16
UBS Group
Switzerland
$145K +$108K +4,428 +372%
Deutsche Bank
17
Deutsche Bank
Germany
$137K +$112K +4,600 +657%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$97K – – –
LSV Asset Management
19
LSV Asset Management
Illinois
$54K – – –
Morgan Stanley
20
Morgan Stanley
New York
$38K – – –
BFA
21
BlackRock Fund Advisors
California
$21K – – –
BIM
22
BlackRock Investment Management
Delaware
$16K -$802 -33 -5%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$13K – – –
TRCT
24
Tower Research Capital (TRC)
New York
$13K +$12.2K +502 New
BFEC
25
Benjamin F. Edwards & Company
Missouri
$7K – – –
1
2

CBFV Hedge Fund Activity: Q4 2016 in Review

25 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2016, worth a combined $18.9M — up 10% from $17.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CBFV positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Waldron Private Wealth, opening a new position worth an estimated $1.76M. The largest seller was Stilwell Value, exiting entirely with an estimated $4.43M sold.

  • 25 institutional investors held CB Financial Services (CBFV) as of Q4 2016, up from 24 in Q3 2016.
  • Funds reported $18.9M of CB Financial Services stock for Q4 2016, up 10% quarter-over-quarter.
  • 5 funds opened new CB Financial Services positions in Q4 2016 and 4 closed out, a net change of +1 holder.
  • The largest CB Financial Services buyer in Q4 2016 was Waldron Private Wealth, an estimated $1.76M added.
  • The largest CB Financial Services seller in Q4 2016 was Stilwell Value, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2016.