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Community Bank
CBU

Overview Fund Activity

245 hedge funds and large institutions have $2.65B invested in Community Bank in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
90
Reduced
75
Closed
22
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$855K

Top Buyers

1
State Street
1
State Street
Massachusetts
$355M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$448M
3
BlackRock
3
BlackRock
New York
$557M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.3M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$5.21M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$42M
2
EVM
2
Eaton Vance Management
Massachusetts
$46.8M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$19.9M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$184M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$7K – – –
TFO
227
Tarbox Family Office
California
$6K – – –
EWA
228
EverSource Wealth Advisors
Alabama
$6K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$6K – – –
AA
230
Addison Advisors
Vermont
$6K – – –
AWM
231
AllSquare Wealth Management
New York
$3K – – –
CCA
232
Column Capital Advisors
Indiana
$2K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$2K +$1.19K +16 +145%
CFGS
234
Concourse Financial Group Securities
Alabama
$2K +$2K +26 New
STCOSD
235
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.55K -91 -82%
S
236
SignatureFD
Georgia
$1K – – –
SC
237
Schubert & Co
Texas
$1K +$125 +1 +14%
DI
238
Disciplined Investments
Oklahoma
$1K +$1K +10 New
GRP
239
Global Retirement Partners
California
$1K +$1K +16 New
CI
240
Cordant Inc
Oregon
$1K +$1K +20 New
MAM
241
Meeder Asset Management
Ohio
$1K +$1K +20 New
Macquarie Group
242
Macquarie Group
Australia
$428 +$364 +5,191 +570%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
– -$2.03M -27,252 Closed
WSC
244
Wellington Shields & Co
New York
– -$1.49M -20,000 Closed
JCIA
245
Jackson Creek Investment Advisors
Colorado
– -$1.13M -15,141 Closed
PP
246
Prudential plc
United Kingdom
– -$649K -8,719 Closed
CWM
247
Congress Wealth Management
Massachusetts
– -$558K -7,488 Closed
LCM
248
Leisure Capital Management
California
– -$521K -7,000 Closed
CCM
249
Colorado Capital Management
Colorado
– -$452K -6,078 Closed
GCP
250
GSA Capital Partners
United Kingdom
– -$358K -4,806 Closed
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10
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