CB Financial Services
CBFV
39 hedge funds and large institutions have $40.9M invested in CB Financial Services in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
17% more capital invested
Capital invested by funds: $34.8M → $40.9M (+$6.06M)
1.85% more ownership
Funds ownership: 31.69% → 33.53% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 40 → 39 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.86M |
| 2 |
Renaissance Technologies
New York
|
+$158K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$79.7K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$50.9K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$50.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$640K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$507K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$40.5K |
| 4 |
SM
Salzhauer Michael
|
-$25.4K |
| 5 |
Morgan Stanley
New York
|
-$8.44K |
CBFV Hedge Fund Activity: Q4 2023 in Review
39 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2023, worth a combined $40.9M — up 17% from $34.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CBFV and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 14 added.
The largest buyer was AllianceBernstein, adding an estimated $2.86M. The largest seller was Millennium Management, exiting entirely with an estimated $640K sold.
- 39 institutional investors held CB Financial Services (CBFV) as of Q4 2023, down from 40 in Q3 2023.
- Funds reported $40.9M of CB Financial Services stock for Q4 2023, up 17% quarter-over-quarter.
- 1 fund opened new CB Financial Services positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest CB Financial Services buyer in Q4 2023 was AllianceBernstein, an estimated $2.86M added.
- The largest CB Financial Services seller in Q4 2023 was Millennium Management, an estimated $640K sold.
Based on aggregated 13F filings for Q4 2023.