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Community Bank

244 hedge funds and large institutions have $2.81B invested in Community Bank in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more capital invested

Capital invested by funds: $2.6B → $2.81B (+$216M)

3% more funds holding

Funds holding: 237244 (+7)

0.36% less ownership

Funds ownership: 70.39%70.03% (-0.36%)

Holders
244
Holders Change
+7
Holders Change %
+2.95%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
82
Reduced
70
Closed
24
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$7K -$11.1K -152 -60%
AA
227
Addison Advisors
Vermont
$7K
SPIA
228
Steward Partners Investment Advisory
New York
$7K
NFG
229
Next Financial Group
Texas
$7K +$6.49K +89 New
EWA
230
EverSource Wealth Advisors
Alabama
$7K +$6.78K +93 New
TWA
231
TCI Wealth Advisors
Arizona
$7K +$7.22K +99 New
QCG
232
Quadrant Capital Group
Ohio
$6K
TFO
233
Tarbox Family Office
California
$6K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.08K +56 New
ST
235
Sageworth Trust
Pennsylvania
$3K -$8.46K -116 -77%
AWM
236
AllSquare Wealth Management
New York
$3K
CCA
237
Column Capital Advisors
Indiana
$2K
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95K +$6.92K +95 +0.4%
S
239
SignatureFD
Georgia
$1K
SC
240
Schubert & Co
Texas
$1K +$510 +7 New
JWA
241
JFS Wealth Advisors
Pennsylvania
$1K +$802 +11 New
CFRPA
242
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$1.09K +15 New
JG
243
Jefferies Group
New York
-$2.7M -39,500 Closed
DA
244
Duality Advisers
Florida
-$1.37M -20,037 Closed
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
-$1.37M -20,026 Closed
TC
246
TwinBeech Capital
New York
-$998K -14,588 Closed
EGM
247
Engineers Gate Manager
New York
-$818K -11,958 Closed
QC
248
Quadrature Capital
United Kingdom
-$674K -9,838 Closed
Wellington Management Group
249
Wellington Management Group
Massachusetts
-$581K -8,494 Closed
KAS
250
Kestra Advisory Services
Texas
-$354K -5,172 Closed

CBU Hedge Fund Activity: Q4 2021 in Review

244 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2021, worth a combined $2.81B — up 8.3% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CBU positions and 24 closed out — a net gain of 10 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $8.57M. The largest seller was State Street, cutting an estimated $43.2M.

  • 244 institutional investors held Community Bank (CBU) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.81B of Community Bank stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 34 funds opened new Community Bank positions in Q4 2021 and 24 closed out, a net change of +10 holders.
  • The largest Community Bank buyer in Q4 2021 was Bank of New York Mellon, an estimated $8.57M added.
  • The largest Community Bank seller in Q4 2021 was State Street, an estimated $43.2M sold.

Based on aggregated 13F filings for Q4 2021.