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Community Bank

254 hedge funds and large institutions have $2.36B invested in Community Bank in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $233K

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

2% more funds holding

Funds holding: 249254 (+5)

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

0% more capital invested

Capital invested by funds: $2.35B → $2.36B (+$11M)

0.87% less ownership

Funds ownership: 72.8%71.93% (-0.87%)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
86
Reduced
85
Closed
24
Calls
$1.15M
Puts
$233K
Net Calls
+$918K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
226
Smithfield Trust
Pennsylvania
$17K
CYG
227
Clean Yield Group
Vermont
$15.5K
SOW
228
State of Wyoming
Wyoming
$13.7K +$13.6K +217 New
RTC
229
Riverview Trust Company
Washington
$13K +$12.6K +202 New
BEI
230
Benjamin Edwards Inc
Missouri
$13K +$13.2K +211 New
CTC
231
Central Trust Company
Missouri
$11.6K
HBW
232
Hazlett, Burt & Watson
West Virginia
$9K
PA
233
Parallel Advisors
California
$6.8K -$2K -32 -23%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$6.29K -$2.88K -46 -32%
SPIA
235
Steward Partners Investment Advisory
New York
$5.73K
AA
236
Addison Advisors
Vermont
$5.67K
VNA
237
Valley National Advisers
Pennsylvania
$5K
HFS
238
Hantz Financial Services
Michigan
$4K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$2.52K +$250 +4 +11%
JWA
240
JFS Wealth Advisors
Pennsylvania
$1.7K +$625 +10 +59%
CFGS
241
Concourse Financial Group Securities
Alabama
$1.65K
GRP
242
Global Retirement Partners
California
$1.64K -$1.31K -21 -45%
CCA
243
Column Capital Advisors
Indiana
$1.64K
SC
244
Schubert & Co
Texas
$1.51K -$500 -8 -25%
CS
245
Comerica Securities
Michigan
$697 +$688 +11 New
EI
246
Ellevest Inc
New York
$692 -$1.69K -27 -71%
SIC
247
SJS Investment Consulting
Ohio
$692 +$250 +4 +57%
BIA
248
Bell Investment Advisors
California
$504
DI
249
Disciplined Investments
Oklahoma
$441 -$313 -5 -42%
ECM
250
Everence Capital Management
Indiana
$429 +$55.6K +890 +15%

CBU Hedge Fund Activity: Q4 2022 in Review

254 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2022, worth a combined $2.36B — up 0.47% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 24 closed out — a net gain of 9 holders — while 86 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $70.6M. The largest seller was NFJ Investment Group, cutting an estimated $21.9M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2022, up from 249 in Q3 2022.
  • Funds reported $2.36B of Community Bank stock for Q4 2022, up 0.47% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2022 and 24 closed out, a net change of +9 holders.
  • The largest Community Bank buyer in Q4 2022 was Morgan Stanley, an estimated $70.6M added.
  • The largest Community Bank seller in Q4 2022 was NFJ Investment Group, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2022.