CB Financial Services
CBFV
46 hedge funds and large institutions have $61.2M invested in CB Financial Services in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
15% more funds holding
Funds holding: 40 → 46 (+6)
11% more capital invested
Capital invested by funds: $54.9M → $61.2M (+$6.24M)
3.58% more ownership
Funds ownership: 38.23% → 41.81% (+3.6%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$1.78M |
| 2 |
STB
S&T Bank
Indiana,
Pennsylvania
|
+$994K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$947K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$639K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$373K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$353K |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$346K |
| 4 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
-$316K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$183K |
CBFV Hedge Fund Activity: Q4 2024 in Review
46 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q4 2024, worth a combined $61.2M — up 11% from $54.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CBFV positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Waldron Private Wealth, adding an estimated $1.78M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $373K sold.
- 46 institutional investors held CB Financial Services (CBFV) as of Q4 2024, up from 40 in Q3 2024.
- Funds reported $61.2M of CB Financial Services stock for Q4 2024, up 11% quarter-over-quarter.
- 9 funds opened new CB Financial Services positions in Q4 2024 and 3 closed out, a net change of +6 holders.
- The largest CB Financial Services buyer in Q4 2024 was Waldron Private Wealth, an estimated $1.78M added.
- The largest CB Financial Services seller in Q4 2024 was Fourthstone LLC, an estimated $373K sold.
Based on aggregated 13F filings for Q4 2024.