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Funds Holding CBH

On this page, we present all of the funds holding CBH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CBH, with a link to that fund's top holdings. The next columns indicate the amount of CBH stock held by each of the funds holding CBH, followed by the CBH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding CBH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding CBH), click the fund name in the "Holder" column of the funds-holding-CBH table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $10,884,949 12/31/2023
     Call1,247,027$10,874,075 12/31/2023
     CBH1,247,027$10,874 12/31/2023
Morgan Stanley1,152,609$10,051 12/31/2023
     CBH1,152,609$10,051 12/31/2023
Wells Fargo & Company MN692,185$6,095 03/31/2024
     CBH692,185$6,095 03/31/2024
Stifel Financial Corp369,763$3,224 12/31/2023
     CBH369,763$3,224 12/31/2023
Advisors Asset Management Inc.299,621$2,613 12/31/2023
     CBH299,621$2,613 12/31/2023
Bank of America Corp DE283,253$2,470 12/31/2023
     CBH283,253$2,470 12/31/2023
Royal Bank of Canada277,329$2,418 12/31/2023
     CBH277,329$2,418 12/31/2023
Rivernorth Capital Management LLC262,728$2,291 12/31/2023
     CBH262,728$2,291 12/31/2023
UBS Group AG233,563$2,037 12/31/2023
     CBH233,563$2,037 12/31/2023
Sit Investment Associates Inc.177,441$1,547 12/31/2023
     CBH177,441$1,547 12/31/2023
Chicago Partners Investment Group LLC132,547$1,180 03/31/2024
     CBH132,547$1,180 03/31/2024
Ameriprise Financial Inc.128,538$1,121 12/31/2023
     CBH128,538$1,121 12/31/2023
Bulldog Investors LLC126,423$1,113 03/31/2024
     CBH126,423$1,113 03/31/2024
Beverly Hills Private Wealth LLC80,497$709 03/31/2024
     CBH80,497$709 03/31/2024
E&G Advisors LP57,942$510 03/31/2024
     CBH57,942$510 03/31/2024
Guggenheim Capital LLC43,227$377 12/31/2023
     CBH43,227$377 12/31/2023
TFB Advisors LLC36,903$328 03/31/2024
     CBH36,903$328 03/31/2024
Main Street Group LTD $259 12/31/2023
     NTF BOND FUNDS5,333$173 12/31/2023
     BOND FUNDS2,726$86 12/31/2023
Wedbush Securities Inc.23,177$202 12/31/2023
     CBH23,177$202 12/31/2023
Raymond James & Associates22,500$198 03/31/2024
     CBH22,500$198 03/31/2024
Landscape Capital Management L.L.C.21,844$192 03/31/2024
     CBH21,844$192 03/31/2024
CSS LLC IL21,710$189 12/31/2023
     CBH21,710$189 12/31/2023
First Trust Advisors LP18,870$165 12/31/2023
     CBH18,870$165 12/31/2023
Cypress Wealth Services LLC17,000$150 03/31/2024
     CBH17,000$150 03/31/2024
Merit Financial Group LLC15,251$136 03/31/2024
     CBH15,251$136 03/31/2024
Commonwealth Equity Services LLC14,600$129 03/31/2024
     CBH14,600$129 03/31/2024
Invesco Ltd.11,619$101 12/31/2023
     CBH11,619$101 12/31/2023
OmniStar Financial Group Inc.11,074$98 03/31/2024
     CBH11,074$98 03/31/2024
Janney Montgomery Scott LLC10,760$95 03/31/2024
     CBH10,760$95 03/31/2024
Steward Partners Investment Advisory LLC10,580$92 12/31/2023
     CBH10,580$92 12/31/2023
Signaturefd LLC10,379$91 03/31/2024
     CBH10,379$91 03/31/2024
Geneos Wealth Management Inc.709$6 03/31/2024
     CBH709$6 03/31/2024
GWM Advisors LLC209$2 12/31/2023
     CBH209$2 12/31/2023
Advisor Group Holdings Inc.68$1 03/31/2024
     CBH68$1 03/31/2024
Proequities Inc.0$0 03/31/2024
     CBH0$0 03/31/2024

See Summary: Institutional Holders of CBH
See Details: Top 10 Hedge Funds Holding CBH
Also See: CBH Insider Buying
Also See: CBH Holdings Changes

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