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CB Financial Services
CBFV

Overview Fund Activity

26 hedge funds and large institutions have $25.4M invested in CB Financial Services in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$777K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$411K
3
ZIM
ZPR Investment Management
Florida
+$208K
4
JCM
Janney Capital Management
Pennsylvania
+$160K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$59.4K

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$64K
2
Morgan Stanley
Morgan Stanley
New York
-$32.4K
3
UBS Group
UBS Group
Switzerland
-$18K
4
WB
WesBanco Bank
West Virginia
-$5.81K
5
TRCT
Tower Research Capital (TRC)
New York
-$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$4.31M +$2.12K +73 +0%
KCM
2
Kennedy Capital Management
Missouri
$2.65M +$777K +26,761 +42%
WB
3
WesBanco Bank
West Virginia
$2.43M -$5.81K -200 -0.2%
WPW
4
Waldron Private Wealth
Pennsylvania
$2.11M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.94M +$59.4K +1,998 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.82M +$411K +13,799 +29%
BFC
7
Banc Funds Company
Illinois
$1.76M – – –
STB
8
S&T Bank
Pennsylvania
$1.64M – – –
BCM
9
Bridgeway Capital Management
Texas
$1.46M – – –
GJL
10
Gendell Jeffrey L
$1.2M +$55.2K +1,901 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.03M – – –
SM
12
Salzhauer Michael
$851K – – –
JCM
13
Janney Capital Management
Pennsylvania
$637K +$160K +5,500 +33%
Stifel Financial
14
Stifel Financial
Missouri
$454K +$4.36K +150 +1%
FNT
15
First National Trust
Pennsylvania
$451K – – –
ZIM
16
ZPR Investment Management
Florida
$208K +$208K +7,162 New
LSV Asset Management
17
LSV Asset Management
Illinois
$124K – – –
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$109K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$49K – – –
Macquarie Group
20
Macquarie Group
Australia
$45K +$45K +1,500 New
Morgan Stanley
21
Morgan Stanley
New York
$43K -$32.4K -1,101 -43%
BlackRock
22
BlackRock
New York
$42K – – –
Wells Fargo
23
Wells Fargo
California
$22K +$22K +751 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
BFEC
25
Benjamin F. Edwards & Company
Missouri
$8K – – –
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