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CB Financial Services
CBFV

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.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $34.8M → $41M (+$6.2M)

1.97% more ownership

Funds ownership: 31.69% → 33.65% (+2%)

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

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

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$2.86M
2
Renaissance Technologies
Renaissance Technologies
New York
+$158K
3
Morgan Stanley
Morgan Stanley
New York
+$128K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$79.7K
5
BCM
Bridgeway Capital Management
Texas
+$50.9K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$640K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$507K
3
Bank of America
Bank of America
North Carolina
-$40.5K
4
SM
Salzhauer Michael
-$25.4K
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$7.79M +$79.7K +3,604 +1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$6.86M +$2.86M +129,245 +81%
PU
3
Petiole USA
New York
$5.12M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.99M – – –
ECA
5
Endeavour Capital Advisors
Connecticut
$2.65M +$1.17K +53 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.48M -$507K -22,946 -27%
WPW
7
Waldron Private Wealth
Pennsylvania
$1.44M – – –
BCM
8
Bridgeway Capital Management
Texas
$1.4M +$50.9K +2,304 +4%
BlackRock
9
BlackRock
New York
$1.33M +$9.37K +424 +0.8%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.23M +$158K +7,132 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$966K – – –
SM
12
Salzhauer Michael
$814K -$25.4K -1,147 -3%
STB
13
S&T Bank
Pennsylvania
$801K – – –
EF
14
Empowered Funds
Pennsylvania
$636K +$50.9K +2,304 +9%
American Century Companies
15
American Century Companies
Missouri
$478K – – –
FNT
16
First National Trust
Pennsylvania
$475K – – –
FL
17
Fourthstone LLC
Missouri
$458K – – –
Stifel Financial
18
Stifel Financial
Missouri
$387K +$14.5K +658 +4%
HSA
19
HBK Sorce Advisory
Pennsylvania
$375K – – –
WB
20
WesBanco Bank
West Virginia
$337K – – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$317K +$39.5K +1,788 +16%
UB
22
UMB Bank
Missouri
$295K – – –
Morgan Stanley
23
Morgan Stanley
New York
$294K +$128K +5,788 +88%
State Street
24
State Street
Massachusetts
$273K – – –
Northern Trust
25
Northern Trust
Illinois
$244K +$1.37K +62 +0.6%
1
2

CBFV Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2023, worth a combined $41M — up 18% 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 4 trimmed existing stakes and 15 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 $41M of CB Financial Services stock for Q4 2023, up 18% 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.