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CB Financial Services

36 hedge funds and large institutions have $33.4M invested in CB Financial Services in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0.25% more ownership

Funds ownership: 28.33%28.58% (+0.25%)

5% less capital invested

Capital invested by funds: $35.1M → $33.4M (-$1.71M)

12% less funds holding

Funds holding: 4136 (-5)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 5

Holders
36
Holders Change
-5
Holders Change %
-12.2%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
13
Reduced
11
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
$5.35M -$205K -9,125 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.28M +$39.7K +1,770 +1%
PU
3
Petiole USA
New York
$4.09M
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.6M +$5.77K +257 +0.2%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.54M +$1.03K +46 +0%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.64M -$183K -8,172 -10%
BCM
7
Bridgeway Capital Management
Texas
$1.61M +$592K +26,400 +60%
WPW
8
Waldron Private Wealth
Pennsylvania
$1.38M
Millennium Management
9
Millennium Management
New York
$1.26M -$50.5K -2,250 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$916K -$135K -5,997 -13%
SM
11
Salzhauer Michael
$836K
STB
12
S&T Bank
Pennsylvania
$769K
FL
13
Fourthstone LLC
Missouri
$742K +$359K +15,991 +97%
HSA
14
HBK Sorce Advisory
Pennsylvania
$474K +$5.39K +240 +1%
FNT
15
First National Trust
Pennsylvania
$456K
American Century Companies
16
American Century Companies
Missouri
$456K +$89.9K +4,008 +25%
Stifel Financial
17
Stifel Financial
Missouri
$343K -$2.24K -100 -0.7%
WB
18
WesBanco Bank
West Virginia
$326K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$316K +$8.28K +369 +3%
BlackRock
20
BlackRock
New York
$287K -$25.7K -1,147 -8%
UB
21
UMB Bank
Missouri
$283K
Morgan Stanley
22
Morgan Stanley
New York
$280K +$18.8K +840 +7%
State Street
23
State Street
Massachusetts
$266K +$24.2K +1,080 +10%
RB
24
Rodgers Brothers
Pennsylvania
$232K -$22.4K -1,000 -9%
Northern Trust
25
Northern Trust
Illinois
$218K -$381 -17 -0.2%

CBFV Hedge Fund Activity: Q2 2022 in Review

36 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2022, worth a combined $33.4M — down 4.9% from $35.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CBFV and 0 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 13 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $592K. The largest seller was Ergoteles, exiting entirely with an estimated $233K sold.

  • 36 institutional investors held CB Financial Services (CBFV) as of Q2 2022, down from 41 in Q1 2022.
  • Funds reported $33.4M of CB Financial Services stock for Q2 2022, down 4.9% quarter-over-quarter.
  • 0 funds opened new CB Financial Services positions in Q2 2022 and 5 closed out, a net change of -5 holders.
  • The largest CB Financial Services buyer in Q2 2022 was Bridgeway Capital Management, an estimated $592K added.
  • The largest CB Financial Services seller in Q2 2022 was Ergoteles, an estimated $233K sold.

Based on aggregated 13F filings for Q2 2022.