We are live on ! Find out more
CBFV icon

CB Financial Services

47 hedge funds and large institutions have $37.7M invested in CB Financial Services in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

1.17% more ownership

Funds ownership: 27%28.17% (+1.2%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

16% less capital invested

Capital invested by funds: $45.1M → $37.7M (-$7.32M)

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6M +$10.8K +404 +0.2%
BlackRock
2
BlackRock
New York
$5.5M +$204K +7,609 +4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.19M +$235K +8,774 +5%
BFC
4
Banc Funds Company
Illinois
$3.14M
WPW
5
Waldron Private Wealth
Pennsylvania
$1.75M -$48.8K -1,823 -3%
State Street
6
State Street
Massachusetts
$1.66M +$72.4K +2,704 +4%
KCM
7
Kennedy Capital Management
Missouri
$1.5M
WB
8
WesBanco Bank
West Virginia
$1.43M +$48.9K +1,825 +3%
STB
9
S&T Bank
Pennsylvania
$1.4M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.26M +$52.4K +1,955 +4%
BCM
11
Bridgeway Capital Management
Texas
$1.22M
Northern Trust
12
Northern Trust
Illinois
$1.07M -$402 -15 -0%
GJL
13
Gendell Jeffrey L
$1.04M
BCM
14
BHZ Capital Management
California
$960K +$1.04M +38,727 New
SM
15
Salzhauer Michael
$725K
HSA
16
HBK Sorce Advisory
Pennsylvania
$483K
Renaissance Technologies
17
Renaissance Technologies
New York
$458K +$85.5K +3,191 +21%
AllianceBernstein
18
AllianceBernstein
Tennessee
$438K +$47K +1,755 +11%
Stifel Financial
19
Stifel Financial
Missouri
$399K
Deutsche Bank
20
Deutsche Bank
Germany
$365K -$135K -5,030 -25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$364K +$5.87K +219 +2%
Wells Fargo
22
Wells Fargo
California
$361K +$252K +9,403 +182%
Morgan Stanley
23
Morgan Stanley
New York
$341K -$11.6K -434 -3%
FNT
24
First National Trust
Pennsylvania
$261K
Charles Schwab
25
Charles Schwab
California
$258K

CBFV Hedge Fund Activity: Q4 2018 in Review

47 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2018, worth a combined $37.7M — down 16% from $45.1M a quarter earlier.

Fund positioning in CBFV was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 9 trimmed.

The largest buyer was BHZ Capital Management, opening a new position worth an estimated $1.04M. The largest seller was TIAA CREF Investment Management, exiting entirely with an estimated $206K sold.

  • 47 institutional investors held CB Financial Services (CBFV) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $37.7M of CB Financial Services stock for Q4 2018, down 16% quarter-over-quarter.
  • 3 funds opened new CB Financial Services positions in Q4 2018 and 3 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q4 2018 was BHZ Capital Management, an estimated $1.04M added.
  • The largest CB Financial Services seller in Q4 2018 was TIAA CREF Investment Management, an estimated $206K sold.

Based on aggregated 13F filings for Q4 2018.