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CB Financial Services

45 hedge funds and large institutions have $39.2M invested in CB Financial Services in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $34.1M → $39.2M (+$5.1M)

2% more funds holding

Funds holding: 4445 (+1)

0.39% less ownership

Funds ownership: 26.41%26.02% (-0.39%)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.93M +$582K +23,056 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.65M -$1.69M -67,099 -29%
Ameriprise
3
Ameriprise
Minnesota
$3.2M +$2.53M +100,100 +661%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.6M
KCM
5
Kennedy Capital Management
Missouri
$2M
Renaissance Technologies
6
Renaissance Technologies
New York
$1.74M +$98.9K +3,917 +7%
MCM
7
Maltese Capital Management
New York
$1.74M +$1.58M +62,500 New
WPW
8
Waldron Private Wealth
Pennsylvania
$1.67M -$163K -6,440 -10%
MI
9
M3F Inc
Utah
$1.52M -$77.9K -3,086 -5%
STB
10
S&T Bank
Pennsylvania
$1.51M
GJL
11
Gendell Jeffrey L
$1.31M -$4.42K -175 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.25M
BCM
13
Bridgeway Capital Management
Texas
$1.23M +$80.8K +3,200 +8%
BFC
14
Banc Funds Company
Illinois
$1.04M -$2.27M -90,000 -71%
BlackRock
15
BlackRock
New York
$957K +$433K +17,159 +99%
SM
16
Salzhauer Michael
$813K
BCM
17
BHZ Capital Management
California
$810K -$58.5K -2,318 -7%
HSA
18
HBK Sorce Advisory
Pennsylvania
$555K
PP
19
Paloma Partners
Connecticut
$512K -$80.6K -3,195 -15%
Stifel Financial
20
Stifel Financial
Missouri
$444K -$5.05K -200 -1%
WB
21
WesBanco Bank
West Virginia
$432K -$5.05K -200 -1%
Millennium Management
22
Millennium Management
New York
$322K -$197K -7,798 -40%
First Trust Advisors
23
First Trust Advisors
Illinois
$315K +$57.7K +2,288 +25%
Barclays
24
Barclays
United Kingdom
$305K -$22.1K -875 -7%
Morgan Stanley
25
Morgan Stanley
New York
$285K -$182K -7,226 -41%

CBFV Hedge Fund Activity: Q3 2019 in Review

45 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2019, worth a combined $39.2M — up 15% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CBFV positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $2.53M. The largest seller was Banc Funds Company, cutting an estimated $2.27M.

  • 45 institutional investors held CB Financial Services (CBFV) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $39.2M of CB Financial Services stock for Q3 2019, up 15% quarter-over-quarter.
  • 6 funds opened new CB Financial Services positions in Q3 2019 and 5 closed out, a net change of +1 holder.
  • The largest CB Financial Services buyer in Q3 2019 was Ameriprise, an estimated $2.53M added.
  • The largest CB Financial Services seller in Q3 2019 was Banc Funds Company, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2019.