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CB Financial Services

46 hedge funds and large institutions have $33.9M invested in CB Financial Services in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

12% more funds holding

Funds holding: 4146 (+5)

3.87% more ownership

Funds ownership: 25.91%29.78% (+3.9%)

4% more capital invested

Capital invested by funds: $32.6M → $33.9M (+$1.28M)

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
19
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
$6.13M -$35.7K -1,495 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.45M -$4.37K -183 -0.1%
PU
3
Petiole USA
New York
$4.31M +$4.27M +179,046 New
ECA
4
Endeavour Capital Advisors
Connecticut
$2.67M +$1K +42 +0%
FL
5
Fourthstone LLC
Missouri
$2.36M +$137K +5,718 +6%
Renaissance Technologies
6
Renaissance Technologies
New York
$2M -$55K -2,305 -3%
WPW
7
Waldron Private Wealth
Pennsylvania
$1.45M
Millennium Management
8
Millennium Management
New York
$1.44M -$281K -11,768 -16%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.15M -$119 -5 -0%
BCM
10
Bridgeway Capital Management
Texas
$1.06M
SM
11
Salzhauer Michael
$880K
HSA
12
HBK Sorce Advisory
Pennsylvania
$500K
FNT
13
First National Trust
Pennsylvania
$480K +$270K +11,291 +131%
BCM
14
BHZ Capital Management
California
$471K -$35.8K -1,500 -7%
STB
15
S&T Bank
Pennsylvania
$397K
E
16
Ergoteles
New York
$380K -$130K -5,463 -26%
Stifel Financial
17
Stifel Financial
Missouri
$364K -$191 -8 -0.1%
WB
18
WesBanco Bank
West Virginia
$344K
BlackRock
19
BlackRock
New York
$340K +$9.67K +405 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$320K -$79.6K -3,335 -20%
American Century Companies
21
American Century Companies
Missouri
$298K +$78.9K +3,304 +36%
UB
22
UMB Bank
Missouri
$298K +$296K +12,385 New
Morgan Stanley
23
Morgan Stanley
New York
$282K -$27.8K -1,165 -9%
Northern Trust
24
Northern Trust
Illinois
$271K -$33.9K -1,422 -11%
RB
25
Rodgers Brothers
Pennsylvania
$269K

CBFV Hedge Fund Activity: Q4 2021 in Review

46 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2021, worth a combined $33.9M — up 3.9% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CBFV positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 19 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $296K. The largest seller was Millennium Management, cutting an estimated $281K.

  • 46 institutional investors held CB Financial Services (CBFV) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $33.9M of CB Financial Services stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 7 funds opened new CB Financial Services positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest CB Financial Services buyer in Q4 2021 was UMB Bank, an estimated $296K added.
  • The largest CB Financial Services seller in Q4 2021 was Millennium Management, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2021.