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CB Financial Services
CBFV

51 hedge funds and large institutions have $34.3M invested in CB Financial Services in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $26.6M → $34.3M (+$7.67M)

21% more funds holding

Funds holding: 42 → 51 (+9)

3.67% more ownership

Funds ownership: 25.49% → 29.16% (+3.7%)

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
6
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.95M
2
Northern Trust
Northern Trust
Illinois
+$1.23M
3
State Street
State Street
Massachusetts
+$1.22M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$693K
5
FIA
FNY Investment Advisers
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.51M
2
KCM
Kennedy Capital Management
Missouri
-$1.42M
3
GJL
Gendell Jeffrey L
-$653K
4
STB
S&T Bank
Pennsylvania
-$510K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.76M +$188K +8,413 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.92M +$251K +11,227 +5%
BlackRock
3
BlackRock
New York
$4.29M +$3.95M +176,869 +891%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.16M – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.65M +$693K +31,030 +69%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.36M +$48.4K +2,167 +4%
Millennium Management
7
Millennium Management
New York
$1.34M +$312K +13,984 +30%
WPW
8
Waldron Private Wealth
Pennsylvania
$1.31M – – –
Northern Trust
9
Northern Trust
Illinois
$1.2M +$1.23M +54,923 New
State Street
10
State Street
Massachusetts
$1.19M +$1.22M +54,500 New
BCM
11
Bridgeway Capital Management
Texas
$969K – – –
MI
12
M3F Inc
Utah
$900K -$207K -9,285 -18%
SM
13
Salzhauer Michael
$748K – – –
STB
14
S&T Bank
Pennsylvania
$734K -$510K -22,858 -40%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$606K +$355K +15,886 +133%
FIA
16
FNY Investment Advisers
New York
$443K +$454K +20,341 New
HSA
17
HBK Sorce Advisory
Pennsylvania
$436K – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$352K +$360K +16,135 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$339K -$218K -9,753 -39%
Stifel Financial
20
Stifel Financial
Missouri
$331K – – –
WB
21
WesBanco Bank
West Virginia
$311K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$269K +$275K +12,329 New
Charles Schwab
23
Charles Schwab
California
$265K +$271K +12,133 New
Morgan Stanley
24
Morgan Stanley
New York
$246K +$20.9K +938 +9%
Bank of America
25
Bank of America
North Carolina
$236K +$131K +5,867 +118%
1
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CBFV Hedge Fund Activity: Q2 2020 in Review

51 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2020, worth a combined $34.3M — up 29% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBFV positions and 10 closed out — a net gain of 9 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, adding an estimated $3.95M. The largest seller was Ameriprise, exiting entirely with an estimated $2.51M sold.

  • 51 institutional investors held CB Financial Services (CBFV) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $34.3M of CB Financial Services stock for Q2 2020, up 29% quarter-over-quarter.
  • 19 funds opened new CB Financial Services positions in Q2 2020 and 10 closed out, a net change of +9 holders.
  • The largest CB Financial Services buyer in Q2 2020 was BlackRock, an estimated $3.95M added.
  • The largest CB Financial Services seller in Q2 2020 was Ameriprise, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2020.