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Community Bank

235 hedge funds and large institutions have $1.69B invested in Community Bank in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $688K | Put options by funds: $59K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

6% more funds holding

Funds holding: 222235 (+13)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

1.61% less ownership

Funds ownership: 76.17%74.55% (-1.6%)

12% less capital invested

Capital invested by funds: $1.92B → $1.69B (-$230M)

Holders
235
Holders Change
+13
Holders Change %
+5.86%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
77
Reduced
78
Closed
29
Calls
$688K
Puts
$59K
Net Calls
+$629K
Net Calls Change
+$300K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$760 +$853 +18 New
SIC
227
SJS Investment Consulting
Ohio
$465 +$95 +2 +22%
CCA
228
Column Capital Advisors
Indiana
$464 -$47 -1 -8%
ECM
229
Everence Capital Management
Indiana
$406 +$133K +2,810 +41%
TWP
230
TFO Wealth Partners
Ohio
$375 +$379 +8 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$338 -$711 -15 -65%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$85 -$5.97K -126 -98%
PA
233
Parallel Advisors
California
$84 -$474 -10 -83%
HCP
234
Hexagon Capital Partners
Arkansas
$84 -$95 -2 -50%
GRP
235
Global Retirement Partners
California
$44
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
236
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$13.9M -297,000 Closed
HSBC Holdings
237
HSBC Holdings
United Kingdom
-$1.21M -25,354 Closed
E
238
Ergoteles
New York
-$906K -19,321 Closed
HI
239
HBK Investments
Texas
-$736K -15,694 Closed
Natixis Advisors
240
Natixis Advisors
Massachusetts
-$508K -10,832 Closed
ETC
241
Exchange Traded Concepts
Oklahoma
-$480K -10,241 Closed
BFM
242
Boothbay Fund Management
New York
-$471K -10,044 Closed
AIM
243
Ausbil Investment Management
Australia
-$453K -9,669 Closed
BRWA
244
B. Riley Wealth Advisors
Florida
-$334K -7,109 Closed
BC
245
Bridgefront Capital
Texas
-$328K -6,999 Closed
EI
246
Ethic Inc
New York
-$319K -6,803 Closed
BG
247
Bahl & Gaynor
Ohio
-$278K -5,934 Closed
Creative Planning
248
Creative Planning
Kansas
-$276K -5,888 Closed
CNC
249
Citizens & Northern Corp
Pennsylvania
-$245K -5,216 Closed
Corient Private Wealth
250
Corient Private Wealth
Florida
-$238K -5,083 Closed

CBU Hedge Fund Activity: Q3 2023 in Review

235 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2023, worth a combined $1.69B — down 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new CBU positions and 29 closed out — a net gain of 14 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Millennium Management, adding an estimated $34.2M. The largest seller was Goldman Sachs, cutting an estimated $93.6M.

  • 235 institutional investors held Community Bank (CBU) as of Q3 2023, up from 222 in Q2 2023.
  • Funds reported $1.69B of Community Bank stock for Q3 2023, down 12% quarter-over-quarter.
  • 43 funds opened new Community Bank positions in Q3 2023 and 29 closed out, a net change of +14 holders.
  • The largest Community Bank buyer in Q3 2023 was Millennium Management, an estimated $34.2M added.
  • The largest Community Bank seller in Q3 2023 was Goldman Sachs, an estimated $93.6M sold.

Based on aggregated 13F filings for Q3 2023.