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CB Financial Services
CBFV

Overview Fund Activity

38 hedge funds and large institutions have $32.5M invested in CB Financial Services in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
9
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$737K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$184K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$21.7K
4
Stifel Financial
Stifel Financial
Missouri
+$16.6K
5
Northern Trust
Northern Trust
Illinois
+$13.7K

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$450K
2
BCM
Bridgeway Capital Management
Texas
-$361K
3
Renaissance Technologies
Renaissance Technologies
New York
-$80.3K
4
Millennium Management
Millennium Management
New York
-$43.8K
5
Morgan Stanley
Morgan Stanley
New York
-$32.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.53M +$184K +8,497 +3%
PU
2
Petiole USA
New York
$4.67M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.08M +$7.14K +329 +0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M +$4.73K +218 +0.1%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.41M – – –
WPW
6
Waldron Private Wealth
Pennsylvania
$1.31M – – –
BCM
7
Bridgeway Capital Management
Texas
$1.17M -$361K -16,640 -24%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.13M -$80.3K -3,700 -7%
BlackRock
9
BlackRock
New York
$985K -$5.04K -232 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$878K – – –
Millennium Management
11
Millennium Management
New York
$824K -$43.8K -2,019 -5%
SM
12
Salzhauer Michael
$794K – – –
AllianceBernstein
13
AllianceBernstein
Tennessee
$737K +$737K +33,964 New
STB
14
S&T Bank
Pennsylvania
$721K – – –
HSA
15
HBK Sorce Advisory
Pennsylvania
$450K -$450K -20,750 -50%
American Century Companies
16
American Century Companies
Missouri
$441K +$2.64K +120 +0.6%
FNT
17
First National Trust
Pennsylvania
$433K – – –
Stifel Financial
18
Stifel Financial
Missouri
$343K +$16.6K +763 +5%
WB
19
WesBanco Bank
West Virginia
$310K – – –
UB
20
UMB Bank
Missouri
$269K – – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$254K +$21.7K +998 +9%
State Street
22
State Street
Massachusetts
$248K – – –
Northern Trust
23
Northern Trust
Illinois
$217K +$13.7K +631 +7%
Morgan Stanley
24
Morgan Stanley
New York
$173K -$32.5K -1,498 -16%
Barclays
25
Barclays
United Kingdom
$161K – – –
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