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CB Financial Services

41 hedge funds and large institutions have $43.4M invested in CB Financial Services in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $38.2M → $43.4M (+$5.18M)

5% more funds holding

Funds holding: 3941 (+2)

2.88% more ownership

Funds ownership: 34.41%37.29% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
10
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$9.35M +$1.74M +78,532 +24%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$8.09M +$1.14M +51,501 +17%
PU
3
Petiole USA
New York
$4.88M
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.8M -$1.91K -86 -0.1%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.52M +$1.15K +52 +0%
BCM
6
Bridgeway Capital Management
Texas
$1.43M +$47.9K +2,160 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.41M +$311 +14 +0%
WPW
8
Waldron Private Wealth
Pennsylvania
$1.37M
BlackRock
9
BlackRock
New York
$1.29M +$29.9K +1,345 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.19M -$8.88K -400 -0.8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$999K -$5.48K -247 -0.6%
SM
12
Salzhauer Michael
$775K
STB
13
S&T Bank
Pennsylvania
$762K
EF
14
Empowered Funds
Pennsylvania
$702K +$47.9K +2,160 +7%
DLP
15
De Lisle Partners
United Kingdom
$595K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$445K -$41.4K -1,863 -9%
American Century Companies
17
American Century Companies
Missouri
$437K -$15.7K -707 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$393K +$385K +17,340 New
Stifel Financial
19
Stifel Financial
Missouri
$370K +$1.62K +73 +0.4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$308K +$6.97K +314 +2%
FNT
21
First National Trust
Pennsylvania
$302K -$146K -6,595 -33%
UB
22
UMB Bank
Missouri
$281K
State Street
23
State Street
Massachusetts
$259K
WB
24
WesBanco Bank
West Virginia
$256K
HSA
25
HBK Sorce Advisory
Pennsylvania
$252K

CBFV Hedge Fund Activity: Q2 2024 in Review

41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2024, worth a combined $43.4M — up 14% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CBFV positions and 0 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.74M. The largest seller was First National Trust, cutting an estimated $146K.

  • 41 institutional investors held CB Financial Services (CBFV) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $43.4M of CB Financial Services stock for Q2 2024, up 14% quarter-over-quarter.
  • 2 funds opened new CB Financial Services positions in Q2 2024 and 0 closed out, a net change of +2 holders.
  • The largest CB Financial Services buyer in Q2 2024 was AllianceBernstein, an estimated $1.74M added.
  • The largest CB Financial Services seller in Q2 2024 was First National Trust, an estimated $146K sold.

Based on aggregated 13F filings for Q2 2024.