CB Financial Services
CBFV
40 hedge funds and large institutions have $54.9M invested in CB Financial Services in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
27% more capital invested
Capital invested by funds: $43.4M → $54.9M (+$11.5M)
0.94% more ownership
Funds ownership: 37.29% → 38.23% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 41 → 40 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$853K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$338K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$221K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$206K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STB
S&T Bank
Indiana,
Pennsylvania
|
-$762K |
| 2 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
-$52.1K |
| 3 |
Morgan Stanley
New York
|
-$50.1K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$23.6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$14.2K |
CBFV Hedge Fund Activity: Q3 2024 in Review
40 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2024, worth a combined $54.9M — up 27% from $43.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CBFV and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.
The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $853K. The largest seller was S&T Bank, exiting entirely with an estimated $762K sold.
- 40 institutional investors held CB Financial Services (CBFV) as of Q3 2024, down from 41 in Q2 2024.
- Funds reported $54.9M of CB Financial Services stock for Q3 2024, up 27% quarter-over-quarter.
- 3 funds opened new CB Financial Services positions in Q3 2024 and 4 closed out, a net change of -1 holder.
- The largest CB Financial Services buyer in Q3 2024 was Wilmington Savings Fund Society, an estimated $853K added.
- The largest CB Financial Services seller in Q3 2024 was S&T Bank, an estimated $762K sold.
Based on aggregated 13F filings for Q3 2024.