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CB Financial Services

26 hedge funds and large institutions have $27.8M invested in CB Financial Services in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

9% more capital invested

Capital invested by funds: $25.4M → $27.8M (+$2.4M)

1.34% more ownership

Funds ownership: 21.24%22.58% (+1.3%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.32M +$874K +29,297 +20%
KCM
2
Kennedy Capital Management
Missouri
$3.02M +$286K +9,574 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.71M +$729K +24,421 +38%
WB
4
WesBanco Bank
West Virginia
$2.5M -$5.97K -200 -0.2%
WPW
5
Waldron Private Wealth
Pennsylvania
$2.17M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.85M
BFC
7
Banc Funds Company
Illinois
$1.82M
STB
8
S&T Bank
Pennsylvania
$1.7M
BCM
9
Bridgeway Capital Management
Texas
$1.49M
GJL
10
Gendell Jeffrey L
$1.41M +$171K +5,717 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.05M
SM
12
Salzhauer Michael
$878K
Stifel Financial
13
Stifel Financial
Missouri
$500K +$27.8K +930 +6%
FNT
14
First National Trust
Pennsylvania
$465K
ZIM
15
ZPR Investment Management
Florida
$207K -$7.55K -253 -4%
Wells Fargo
16
Wells Fargo
California
$169K +$146K +4,907 +653%
LSV Asset Management
17
LSV Asset Management
Illinois
$127K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$113K
Morgan Stanley
19
Morgan Stanley
New York
$65K +$20.9K +701 +48%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$51K
Macquarie Group
21
Macquarie Group
Australia
$46K
BlackRock
22
BlackRock
New York
$44K
Deutsche Bank
23
Deutsche Bank
Germany
$36K +$35.8K +1,200 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$17K
SWP
25
Stratos Wealth Partners
Ohio
$14K +$13.8K +463 New

CBFV Hedge Fund Activity: Q4 2017 in Review

26 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2017, worth a combined $27.8M — up 9.5% from $25.4M a quarter earlier.

Fund positioning in CBFV was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 2 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $874K. The largest seller was Janney Capital Management, exiting entirely with an estimated $637K sold.

  • 26 institutional investors held CB Financial Services (CBFV) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $27.8M of CB Financial Services stock for Q4 2017, up 9.5% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q4 2017 and 2 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q4 2017 was Janney Montgomery Scott, an estimated $874K added.
  • The largest CB Financial Services seller in Q4 2017 was Janney Capital Management, an estimated $637K sold.

Based on aggregated 13F filings for Q4 2017.