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CB Financial Services
CBFV

41 hedge funds and large institutions have $33.7M invested in CB Financial Services in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more funds holding

Funds holding: 38 → 41 (+3)

2.77% more ownership

Funds ownership: 29.21% → 31.97% (+2.8%)

4% more capital invested

Capital invested by funds: $32.5M → $33.7M (+$1.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.15M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.12M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$872K
4
EF
Empowered Funds
Pennsylvania
+$457K
5
HF
HRT Financial
New York
+$373K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.14M
2
Renaissance Technologies
Renaissance Technologies
New York
-$54.8K
3
Osaic Holdings
Osaic Holdings
Arizona
-$32K
4
Morgan Stanley
Morgan Stanley
New York
-$23.6K
5
SM
Salzhauer Michael
-$13.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$6.44M +$1.15M +56,660 +22%
PU
2
Petiole USA
New York
$4.45M – – –
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.37M +$29.4K +1,451 +0.9%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.3M +$2.11K +104 +0.1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.84M +$1.12M +55,039 +162%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.7M -$2.14M -105,497 -56%
WPW
7
Waldron Private Wealth
Pennsylvania
$1.25M – – –
BlackRock
8
BlackRock
New York
$1.15M +$209K +10,292 +23%
BCM
9
Bridgeway Capital Management
Texas
$1.11M +$15.1K +744 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.02M -$54.8K -2,700 -5%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$890K +$872K +42,984 New
Millennium Management
12
Millennium Management
New York
$861K +$89K +4,389 +12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$835K +$13.5K +665 +2%
SM
14
Salzhauer Michael
$744K -$13.2K -650 -2%
STB
15
S&T Bank
Pennsylvania
$696K – – –
EST
16
EA Series Trust
Pennsylvania
$457K +$457K +22,504 New
EF
17
Empowered Funds
Pennsylvania
$457K +$457K +22,504 New
HSA
18
HBK Sorce Advisory
Pennsylvania
$422K – – –
FNT
19
First National Trust
Pennsylvania
$413K – – –
American Century Companies
20
American Century Companies
Missouri
$408K – – –
HF
21
HRT Financial
New York
$373K +$373K +18,376 New
Stifel Financial
22
Stifel Financial
Missouri
$333K +$6.09K +300 +2%
WB
23
WesBanco Bank
West Virginia
$296K – – –
Goldman Sachs
24
Goldman Sachs
New York
$266K +$261K +12,869 New
UB
25
UMB Bank
Missouri
$256K – – –
1
2

CBFV Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2023, worth a combined $33.7M — up 3.7% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CBFV positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.15M. The largest seller was Vanguard Group, cutting an estimated $2.14M.

  • 41 institutional investors held CB Financial Services (CBFV) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $33.7M of CB Financial Services stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 6 funds opened new CB Financial Services positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest CB Financial Services buyer in Q2 2023 was Janney Montgomery Scott, an estimated $1.15M added.
  • The largest CB Financial Services seller in Q2 2023 was Vanguard Group, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2023.