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CB Financial Services
CBFV

37 hedge funds and large institutions have $31.8M invested in CB Financial Services in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 35 → 37 (+2)

0.09% more ownership

Funds ownership: 29.28% → 29.37% (+0.09%)

2% less capital invested

Capital invested by funds: $32.6M → $31.8M (-$726K)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
+$452K
2
PU
Petiole USA
New York
+$209K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$150K
4
SPIA
Steward Partners Investment Advisory
New York
+$132K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$68.2K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$331K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$306K
3
FL
Fourthstone LLC
Missouri
-$286K
4
Renaissance Technologies
Renaissance Technologies
New York
-$58.1K
5
Morgan Stanley
Morgan Stanley
New York
-$46.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.27M +$68.2K +3,134 +1%
PU
2
Petiole USA
New York
$4.61M +$209K +9,576 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.02M +$4.49K +206 +0.1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.52M +$150K +6,893 +4%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.38M +$1.04K +48 +0%
BCM
6
Bridgeway Capital Management
Texas
$1.51M – – –
WPW
7
Waldron Private Wealth
Pennsylvania
$1.31M – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$1.2M -$58.1K -2,670 -5%
BlackRock
9
BlackRock
New York
$978K -$10.3K -471 -1%
HSA
10
HBK Sorce Advisory
Pennsylvania
$889K +$452K +20,750 +100%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$866K +$5.42K +249 +0.6%
Millennium Management
12
Millennium Management
New York
$857K -$331K -15,197 -28%
SM
13
Salzhauer Michael
$784K – – –
STB
14
S&T Bank
Pennsylvania
$721K – – –
FNT
15
First National Trust
Pennsylvania
$427K – – –
American Century Companies
16
American Century Companies
Missouri
$427K – – –
Stifel Financial
17
Stifel Financial
Missouri
$322K – – –
WB
18
WesBanco Bank
West Virginia
$305K – – –
UB
19
UMB Bank
Missouri
$265K – – –
State Street
20
State Street
Massachusetts
$245K -$4.36K -200 -2%
Morgan Stanley
21
Morgan Stanley
New York
$203K -$46.7K -2,145 -18%
Northern Trust
22
Northern Trust
Illinois
$200K – – –
Barclays
23
Barclays
United Kingdom
$159K -$392 -18 -0.2%
SPIA
24
Steward Partners Investment Advisory
New York
$130K +$132K +6,080 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$99.7K – – –
1
2

CBFV Hedge Fund Activity: Q4 2022 in Review

37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2022, worth a combined $31.8M — down 2.2% from $32.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CBFV positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $452K. The largest seller was Millennium Management, cutting an estimated $331K.

  • 37 institutional investors held CB Financial Services (CBFV) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $31.8M of CB Financial Services stock for Q4 2022, down 2.2% quarter-over-quarter.
  • 4 funds opened new CB Financial Services positions in Q4 2022 and 2 closed out, a net change of +2 holders.
  • The largest CB Financial Services buyer in Q4 2022 was HBK Sorce Advisory, an estimated $452K added.
  • The largest CB Financial Services seller in Q4 2022 was Millennium Management, an estimated $331K sold.

Based on aggregated 13F filings for Q4 2022.