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CB Financial Services

51 hedge funds and large institutions have $42.7M invested in CB Financial Services in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

13% more funds holding

Funds holding: 4551 (+6)

9% more capital invested

Capital invested by funds: $39.2M → $42.7M (+$3.51M)

0.07% more ownership

Funds ownership: 26.02%26.09% (+0.07%)

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$6.23M -$196K -6,900 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.21M +$151K +5,330 +3%
Ameriprise
3
Ameriprise
Minnesota
$3.54M +$65.6K +2,311 +2%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.82M
KCM
5
Kennedy Capital Management
Missouri
$2.18M +$3.18K +112 +0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.92M +$31.9K +1,124 +2%
WPW
7
Waldron Private Wealth
Pennsylvania
$1.82M
STB
8
S&T Bank
Pennsylvania
$1.7M
EPCA
9
Elizabeth Park Capital Advisors
Ohio
$1.5M +$1.41M +49,680 New
GJL
10
Gendell Jeffrey L
$1.4M -$24.8K -874 -2%
MI
11
M3F Inc
Utah
$1.39M -$244K -8,582 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.36M +$7.13K +251 +0.6%
BCM
13
Bridgeway Capital Management
Texas
$1.34M
MCM
14
Maltese Capital Management
New York
$1.22M -$627K -22,076 -35%
SM
15
Salzhauer Michael
$882K
Wellington Management Group
16
Wellington Management Group
Massachusetts
$881K +$830K +29,238 New
BlackRock
17
BlackRock
New York
$854K -$174K -6,140 -18%
HSA
18
HBK Sorce Advisory
Pennsylvania
$603K
Stifel Financial
19
Stifel Financial
Missouri
$465K -$19.9K -700 -4%
ECM
20
ExodusPoint Capital Management
New York
$431K +$406K +14,312 New
WB
21
WesBanco Bank
West Virginia
$430K -$36.9K -1,300 -8%
PP
22
Paloma Partners
Connecticut
$399K -$147K -5,193 -28%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$373K +$351K +12,368 New
First Trust Advisors
24
First Trust Advisors
Illinois
$335K -$6.19K -218 -2%
Barclays
25
Barclays
United Kingdom
$317K -$13.6K -480 -4%

CBFV Hedge Fund Activity: Q4 2019 in Review

51 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2019, worth a combined $42.7M — up 9% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CBFV positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 17 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $1.41M. The largest seller was Banc Funds Company, exiting entirely with an estimated $1.04M sold.

  • 51 institutional investors held CB Financial Services (CBFV) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $42.7M of CB Financial Services stock for Q4 2019, up 9% quarter-over-quarter.
  • 9 funds opened new CB Financial Services positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest CB Financial Services buyer in Q4 2019 was Elizabeth Park Capital Advisors, an estimated $1.41M added.
  • The largest CB Financial Services seller in Q4 2019 was Banc Funds Company, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2019.