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CB Financial Services
CBFV

Overview Fund Activity

39 hedge funds and large institutions have $41M invested in CB Financial Services in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$6.86M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.23M
3
Morgan Stanley
3
Morgan Stanley
New York
$294K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.79M
5
EF
5
Empowered Funds
Pennsylvania
$636K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48M
3
Bank of America
3
Bank of America
North Carolina
$5.95K
4
SM
4
Salzhauer Michael
$814K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$7.79M 326,985 +3,604 +1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$6.86M 288,280 +129,245 +81%
PU
3
Petiole USA
New York
$5.12M 215,198 – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.99M 167,619 – –
ECA
5
Endeavour Capital Advisors
Connecticut
$2.65M 111,231 +53 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.48M 62,207 -22,946 -27%
WPW
7
Waldron Private Wealth
Pennsylvania
$1.44M 60,306 – –
BCM
8
Bridgeway Capital Management
Texas
$1.4M 58,704 +2,304 +4%
BlackRock
9
BlackRock
New York
$1.33M 55,895 +424 +0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.23M 51,831 +7,132 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$966K 40,525 – –
SM
12
Salzhauer Michael
$814K 34,203 -1,147 -3%
STB
13
S&T Bank
Pennsylvania
$801K 33,642 – –
EF
14
Empowered Funds
Pennsylvania
$636K 26,704 +2,304 +9%
American Century Companies
15
American Century Companies
Missouri
$478K 20,056 – –
FNT
16
First National Trust
Pennsylvania
$475K 19,941 – –
FL
17
Fourthstone LLC
Missouri
$458K 19,231 – –
Stifel Financial
18
Stifel Financial
Missouri
$387K 16,235 +658 +4%
HSA
19
HBK Sorce Advisory
Pennsylvania
$375K 15,730 – –
WB
20
WesBanco Bank
West Virginia
$337K 14,152 – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$317K 13,295 +1,788 +16%
UB
22
UMB Bank
Missouri
$295K 12,385 – –
Morgan Stanley
23
Morgan Stanley
New York
$294K 12,340 +5,788 +88%
State Street
24
State Street
Massachusetts
$273K 11,441 – –
Northern Trust
25
Northern Trust
Illinois
$244K 10,228 +62 +0.6%
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