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CB Financial Services
CBFV

Overview Fund Activity

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.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.6%
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

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$889K
2
PU
2
Petiole USA
New York
$4.61M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.52M
4
SPIA
4
Steward Partners Investment Advisory
New York
$130K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.27M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$857K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
FL
3
Fourthstone LLC
Missouri
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.27M 246,006 +3,134 +1%
PU
2
Petiole USA
New York
$4.61M 215,198 +9,576 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.02M 187,409 +206 +0.1%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.52M 164,245 +6,893 +4%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.38M 111,021 +48 +0%
BCM
6
Bridgeway Capital Management
Texas
$1.51M 70,400 – –
WPW
7
Waldron Private Wealth
Pennsylvania
$1.31M 60,306 – –
Renaissance Technologies
8
Renaissance Technologies
New York
$1.2M 55,799 -2,670 -5%
BlackRock
9
BlackRock
New York
$978K 45,616 -471 -1%
HSA
10
HBK Sorce Advisory
Pennsylvania
$889K 41,500 +20,750 +100%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$866K 40,444 +249 +0.6%
Millennium Management
12
Millennium Management
New York
$857K 39,988 -15,197 -28%
SM
13
Salzhauer Michael
$784K 36,573 – –
STB
14
S&T Bank
Pennsylvania
$721K 33,642 – –
FNT
15
First National Trust
Pennsylvania
$427K 19,941 – –
American Century Companies
16
American Century Companies
Missouri
$427K 19,936 – –
Stifel Financial
17
Stifel Financial
Missouri
$322K 15,027 – –
WB
18
WesBanco Bank
West Virginia
$305K 14,268 – –
UB
19
UMB Bank
Missouri
$265K 12,385 – –
State Street
20
State Street
Massachusetts
$245K 11,441 -200 -2%
Morgan Stanley
21
Morgan Stanley
New York
$203K 9,466 -2,145 -18%
Northern Trust
22
Northern Trust
Illinois
$200K 9,355 – –
Barclays
23
Barclays
United Kingdom
$159K 7,430 -18 -0.2%
SPIA
24
Steward Partners Investment Advisory
New York
$130K 6,080 +6,080 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$99.7K 4,650 – –
1
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