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CB Financial Services

39 hedge funds and large institutions have $38.2M invested in CB Financial Services in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 33.65%34.41% (+0.76%)

0% more funds holding

Funds holding: 3939 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7% less capital invested

Capital invested by funds: $41M → $38.2M (-$2.79M)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
9
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.22M +$1.05M +45,849 +16%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.6M -$498K -21,690 -7%
PU
3
Petiole USA
New York
$4.65M
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.62M
ECA
5
Endeavour Capital Advisors
Connecticut
$2.41M +$1.17K +51 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.35M +$1.24K +54 +0.1%
BCM
7
Bridgeway Capital Management
Texas
$1.31M +$48.3K +2,100 +4%
WPW
8
Waldron Private Wealth
Pennsylvania
$1.3M
BlackRock
9
BlackRock
New York
$1.2M -$6.48K -282 -0.5%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.14M +$22.2K +968 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$958K +$86.9K +3,784 +9%
SM
12
Salzhauer Michael
$739K
STB
13
S&T Bank
Pennsylvania
$727K
EF
14
Empowered Funds
Pennsylvania
$623K +$48.3K +2,100 +8%
DLP
15
De Lisle Partners
United Kingdom
$585K +$616K +26,826 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$464K +$494K +21,481 New
American Century Companies
17
American Century Companies
Missouri
$432K -$1.29K -56 -0.3%
FNT
18
First National Trust
Pennsylvania
$431K
Stifel Financial
19
Stifel Financial
Missouri
$351K
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$287K
UB
21
UMB Bank
Missouri
$268K
State Street
22
State Street
Massachusetts
$247K
WB
23
WesBanco Bank
West Virginia
$244K -$66.1K -2,875 -20%
HSA
24
HBK Sorce Advisory
Pennsylvania
$241K -$106K -4,600 -29%
Northern Trust
25
Northern Trust
Illinois
$221K -$207 -9 -0.1%

CBFV Hedge Fund Activity: Q1 2024 in Review

39 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2024, worth a combined $38.2M — down 6.8% from $41M a quarter earlier.

Fund positioning in CBFV was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 9 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.05M. The largest seller was Janney Montgomery Scott, cutting an estimated $498K.

  • 39 institutional investors held CB Financial Services (CBFV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $38.2M of CB Financial Services stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest CB Financial Services buyer in Q1 2024 was AllianceBernstein, an estimated $1.05M added.
  • The largest CB Financial Services seller in Q1 2024 was Janney Montgomery Scott, an estimated $498K sold.

Based on aggregated 13F filings for Q1 2024.