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Community Bank

149 hedge funds and large institutions have $970M invested in Community Bank in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

9% more capital invested

Capital invested by funds: $887M → $970M (+$82.7M)

3% more funds holding

Funds holding: 145149 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.13% less ownership

Funds ownership: 64.97%62.84% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
44
Reduced
52
Closed
12
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$274K
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.78M -$347K -9,467 -5%
NAM
27
Netols Asset Management
Wisconsin
$6.18M -$642K -17,506 -10%
RFC
28
Russell Frank Company
Washington
$5.95M -$119K -3,231 -2%
BIM
29
BlackRock Investment Management
Delaware
$5.68M -$55K -1,498 -1%
New York State Teachers Retirement System (NYSTRS)
30
New York State Teachers Retirement System (NYSTRS)
New York
$5.48M -$29.4K -800 -0.6%
CFSG
31
Community Financial Services Group
Vermont
$4.9M +$32.1K +875 +0.7%
Charles Schwab
32
Charles Schwab
California
$4.75M -$354K -9,637 -7%
NC
33
Nicholas Company
Wisconsin
$4.18M
Prudential Financial
34
Prudential Financial
New Jersey
$3.85M +$7.34K +200 +0.2%
Deutsche Bank
35
Deutsche Bank
Germany
$3.69M +$145K +3,960 +4%
LCM
36
Logan Capital Management
Pennsylvania
$3.62M
Creative Planning
37
Creative Planning
Kansas
$3.35M +$3.67K +100 +0.1%
Luther King Capital Management (LKCM)
38
Luther King Capital Management (LKCM)
Texas
$3.25M -$95.9K -2,614 -3%
BCM
39
Bridgeway Capital Management
Texas
$3.07M
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$3.06M -$23.1K -630 -0.8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$3.05M
Comerica Bank
42
Comerica Bank
Texas
$3.01M +$1.42M +38,661 +96%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.93M
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.89M +$26.5K +721 +1%
PPA
45
Parametric Portfolio Associates
Washington
$2.85M -$92.6K -2,523 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.83M -$85.3K -2,325 -3%
BAM
47
Berkshire Asset Management
Pennsylvania
$2.76M -$461K -12,575 -15%
Bank of America
48
Bank of America
North Carolina
$2.53M +$229K +6,249 +10%
Morgan Stanley
49
Morgan Stanley
New York
$2.37M -$1.96M -53,295 -46%
US Bancorp
50
US Bancorp
Minnesota
$2.28M -$29.2K -796 -1%

CBU Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2014, worth a combined $970M — up 9.3% from $887M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CBU positions and 12 closed out — a net gain of 7 holders — while 44 added to existing stakes and 52 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $11M. The largest seller was Denver Investment Advisors, cutting an estimated $8.63M.

  • 149 institutional investors held Community Bank (CBU) as of Q4 2014, up from 145 in Q3 2014.
  • Funds reported $970M of Community Bank stock for Q4 2014, up 9.3% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q4 2014 and 12 closed out, a net change of +7 holders.
  • The largest Community Bank buyer in Q4 2014 was Schroder Investment Management Group, an estimated $11M added.
  • The largest Community Bank seller in Q4 2014 was Denver Investment Advisors, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2014.