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CB Financial Services
CBFV

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

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 37 → 38 (+1)

2% more capital invested

Capital invested by funds: $31.8M → $32.5M (+$635K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.17% less ownership

Funds ownership: 29.37% → 29.21% (-0.17%)

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

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$762K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$191K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.4K
4
Stifel Financial
Stifel Financial
Missouri
+$17.1K
5
Northern Trust
Northern Trust
Illinois
+$14.2K

Top Sellers

Rank Fund Capital Flow
1
HSA
HBK Sorce Advisory
Pennsylvania
-$466K
2
BCM
Bridgeway Capital Management
Texas
-$373K
3
Renaissance Technologies
Renaissance Technologies
New York
-$83K
4
Millennium Management
Millennium Management
New York
-$45.3K
5
Morgan Stanley
Morgan Stanley
New York
-$33.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.53M +$191K +8,497 +3%
PU
2
Petiole USA
New York
$4.67M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.08M +$7.38K +329 +0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.57M +$4.89K +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 -$373K -16,640 -24%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.13M -$83K -3,700 -7%
BlackRock
9
BlackRock
New York
$985K -$5.21K -232 -0.5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$878K – – –
Millennium Management
11
Millennium Management
New York
$824K -$45.3K -2,019 -5%
SM
12
Salzhauer Michael
$794K – – –
AllianceBernstein
13
AllianceBernstein
Tennessee
$737K +$762K +33,964 New
STB
14
S&T Bank
Pennsylvania
$721K – – –
HSA
15
HBK Sorce Advisory
Pennsylvania
$450K -$466K -20,750 -50%
American Century Companies
16
American Century Companies
Missouri
$441K +$2.69K +120 +0.6%
FNT
17
First National Trust
Pennsylvania
$433K – – –
Stifel Financial
18
Stifel Financial
Missouri
$343K +$17.1K +763 +5%
WB
19
WesBanco Bank
West Virginia
$310K – – –
UB
20
UMB Bank
Missouri
$269K – – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$254K +$22.4K +998 +9%
State Street
22
State Street
Massachusetts
$248K – – –
Northern Trust
23
Northern Trust
Illinois
$217K +$14.2K +631 +7%
Morgan Stanley
24
Morgan Stanley
New York
$173K -$33.6K -1,498 -16%
Barclays
25
Barclays
United Kingdom
$161K – – –
1
2

CBFV Hedge Fund Activity: Q1 2023 in Review

38 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2023, worth a combined $32.5M — up 2% from $31.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CBFV positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $762K. The largest seller was HBK Sorce Advisory, cutting an estimated $466K.

  • 38 institutional investors held CB Financial Services (CBFV) as of Q1 2023, up from 37 in Q4 2022.
  • Funds reported $32.5M of CB Financial Services stock for Q1 2023, up 2% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q1 2023 and 1 closed out, a net change of +1 holder.
  • The largest CB Financial Services buyer in Q1 2023 was AllianceBernstein, an estimated $762K added.
  • The largest CB Financial Services seller in Q1 2023 was HBK Sorce Advisory, an estimated $466K sold.

Based on aggregated 13F filings for Q1 2023.