Community Bank
222 hedge funds and large institutions have $1.92B invested in Community Bank in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 40 closing their positions.
207% more call options, than puts
Call options by funds: $488K | Put options by funds: $159K
3.19% more ownership
Funds ownership: 72.98% → 76.17% (+3.2%)
7% less capital invested
Capital invested by funds: $2.06B → $1.92B (-$145M)
9% less funds holding
Funds holding: 244 → 222 (-22)
10% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 86
53% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$101M |
| 2 |
Morgan Stanley
New York
|
+$18.9M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$13.6M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.7M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$27M |
| 2 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
-$9.62M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
-$7.65M |
| 4 |
JP Morgan Chase
New York
|
-$6.66M |
| 5 |
JAM
Jacobs Asset Management
New York
|
-$5.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Lazard Asset Management
New York
| – | -$26K | -500 | Closed |
|
|
QT
252
Quantbot Technologies
New York
| – | -$24.2K | -461 | Closed |
|
253
Cerity Partners
New York
| – | -$841K | -443 | Closed |
|
|
BAM
254
Belpointe Asset Management
Reno,
Nevada
| – | -$17.3K | -330 | Closed |
|
|
TWA
255
TCI Wealth Advisors
Tucson,
Arizona
| – | -$7.51K | -143 | Closed |
|
|
QL
256
Quarry LP
New York
| – | -$4.83K | -92 | Closed |
|
|
VNA
257
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$4K | -85 | Closed |
|
|
MPWT
258
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$3.41K | -65 | Closed |
|
|
BBHC
259
Brown Brothers Harriman & Co
New York
| – | -$2.83K | -54 | Closed |
|
|
EI
260
Ellevest Inc
New York
| – | -$630 | -12 | Closed |
|
|
SC
261
Schubert & Co
Mckinney,
Texas
| – | -$473 | -9 | Closed |
|
|
IAS
262
IMA Advisory Services
Denver,
Colorado
| – | -$263 | -5 | Closed |
|
CBU Hedge Fund Activity: Q2 2023 in Review
222 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q2 2023, worth a combined $1.92B — down 7% from $2.06B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of CBU and 19 opened new positions — a net loss of 21 holders — while 86 trimmed existing stakes and 77 added.
The largest buyer was Goldman Sachs, adding an estimated $101M. The largest seller was State Street, cutting an estimated $27M.
- 222 institutional investors held Community Bank (CBU) as of Q2 2023, down from 244 in Q1 2023.
- Funds reported $1.92B of Community Bank stock for Q2 2023, down 7% quarter-over-quarter.
- 19 funds opened new Community Bank positions in Q2 2023 and 40 closed out, a net change of -21 holders.
- The largest Community Bank buyer in Q2 2023 was Goldman Sachs, an estimated $101M added.
- The largest Community Bank seller in Q2 2023 was State Street, an estimated $27M sold.
Based on aggregated 13F filings for Q2 2023.