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Community Bank

254 hedge funds and large institutions have $2.38B invested in Community Bank in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,700% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $6K

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

9% more capital invested

Capital invested by funds: $2.18B → $2.38B (+$201M)

1.98% more ownership

Funds ownership: 71.26%73.24% (+2%)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% less funds holding

Funds holding: 255254 (-1)

Holders
254
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
93
Reduced
76
Closed
32
Calls
$1.13M
Puts
$6K
Net Calls
+$1.12M
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$7.46K +$6.47K +101 +505%
HWM
227
Hemington Wealth Management
Virginia
$6K +$1.15K +18 +22%
SPIA
228
Steward Partners Investment Advisory
New York
$5.61K
AA
229
Addison Advisors
Vermont
$5.55K
C
230
Covestor
United Kingdom
$5K -$4.03K -63 -45%
FFA
231
Farther Finance Advisors
California
$4.81K -$1.34K -21 -21%
LFA
232
LGT Financial Advisors
Texas
$4.38K
AAP
233
Arax Advisory Partners
Colorado
$4.26K
RIL
234
Rothschild Investment LLC
Illinois
$3.7K +$960 +15 +33%
HFS
235
Hantz Financial Services
Michigan
$3K
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$2.34K
HNW
237
High Note Wealth
Minnesota
$2.22K +$2.31K +36 New
JWA
238
JFS Wealth Advisors
Pennsylvania
$1.85K
AF
239
Allworth Financial
California
$1.27K
PWMG
240
Private Wealth Management Group
New Jersey
$1.11K
PMAM
241
Picton Mahoney Asset Management
Ontario, Canada
$1K -$23K -359 -95%
PFBT
242
Parkside Financial Bank & Trust
Missouri
$987
SS
243
SBI Securities
Japan
$925 +$960 +15 New
SIC
244
SJS Investment Consulting
Ohio
$617 -$128 -2 -17%
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$494 -$64 -1 -11%
HCP
246
Hexagon Capital Partners
Arkansas
$432 -$64 -1 -13%
HNB
247
Huntington National Bank
Ohio
$432
LFG
248
Larson Financial Group
Missouri
$432 +$128 +2 +40%
GFPC
249
Global Financial Private Client
Florida
$185 +$192 +3 New
IA
250
IFP Advisors
Florida
$123 +$128 +2 New

CBU Hedge Fund Activity: Q4 2024 in Review

254 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2024, worth a combined $2.38B — up 9.3% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CBU positions and 32 closed out — a net gain of 1 holder — while 93 added to existing stakes and 76 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $33.6M. The largest seller was BlackRock, cutting an estimated $11.7M.

  • 254 institutional investors held Community Bank (CBU) as of Q4 2024, down from 255 in Q3 2024.
  • Funds reported $2.38B of Community Bank stock for Q4 2024, up 9.3% quarter-over-quarter.
  • 33 funds opened new Community Bank positions in Q4 2024 and 32 closed out, a net change of +1 holder.
  • The largest Community Bank buyer in Q4 2024 was DePrince Race & Zollo Inc (DRZ), an estimated $33.6M added.
  • The largest Community Bank seller in Q4 2024 was BlackRock, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2024.