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Community Bank
CBU

133 hedge funds and large institutions have $904M invested in Community Bank in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $55K | Put options by funds: $14K

39% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 38

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $797M → $904M (+$107M)

1.24% more ownership

Funds ownership: 64.67% → 65.92% (+1.2%)

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
53
Reduced
38
Closed
11
Calls
$55K
Puts
$14K
Net Calls
+$41K
Net Calls Change
-$236K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$12.4M
2
AL
AJO LP
Pennsylvania
+$7.93M
3
BFA
BlackRock Fund Advisors
California
+$6.02M
4
HCM
Hilton Capital Management
New York
+$3.06M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$4.81M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.69M
3
LCP
Lombardia Capital Partners
California
-$4.26M
4
CFS
Community Financial System
New York
-$4.12M
5
WA
Wasatch Advisors
Utah
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$2.1M +$23.4K +700 +1%
Morgan Stanley
52
Morgan Stanley
New York
$2.01M -$117K -3,496 -6%
NFA
53
Nationwide Fund Advisors
Ohio
$1.99M +$153K +4,576 +9%
NTCOC
54
Northern Trust Company of Connecticut
Connecticut
$1.67M -$542K -16,187 -25%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$1.55M – – –
Comerica Bank
56
Comerica Bank
Texas
$1.51M +$67.5K +2,018 +5%
BG
57
BlackRock Group
United Kingdom
$1.46M +$206K +6,155 +17%
TPSF
58
Texas Permanent School Fund
Texas
$1.45M -$75.2K -2,246 -5%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$1.43M +$1.41M +42,000 New
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$1.35M +$241K +7,200 +22%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$1.35M – – –
MAA
62
Managed Account Advisors
New Jersey
$1.32M -$24.3K -727 -2%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$1.31M – – –
Wells Fargo
64
Wells Fargo
California
$1.28M +$52.2K +1,561 +4%
ASRS
65
Arizona State Retirement System
Arizona
$1.23M +$10K +300 +0.8%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$1.22M +$672K +20,070 +128%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$1.19M – – –
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.16M -$53.5K -1,600 -4%
AIG
69
American International Group
New York
$1.16M -$12.8K -383 -1%
ProShare Advisors
70
ProShare Advisors
Maryland
$1.14M +$168K +5,014 +18%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$1.12M – – –
First Trust Advisors
72
First Trust Advisors
Illinois
$1.09M +$87.2K +2,606 +9%
MAM
73
Martingale Asset Management
Massachusetts
$1.05M +$1.03M +30,659 New
ACA
74
Anchor Capital Advisors
Massachusetts
$1.01M -$36.3K -1,085 -4%
RBA
75
Richard Bernstein Advisors
New York
$991K – – –
1 2
3
4 5

CBU Hedge Fund Activity: Q3 2013 in Review

133 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q3 2013, worth a combined $904M — up 13% from $797M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CBU positions and 11 closed out — a net gain of 2 holders — while 53 added to existing stakes and 38 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $12.4M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $4.81M sold.

  • 133 institutional investors held Community Bank (CBU) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $904M of Community Bank stock for Q3 2013, up 13% quarter-over-quarter.
  • 13 funds opened new Community Bank positions in Q3 2013 and 11 closed out, a net change of +2 holders.
  • The largest Community Bank buyer in Q3 2013 was Neuberger Berman Group, an estimated $12.4M added.
  • The largest Community Bank seller in Q3 2013 was Guggenheim Capital, an estimated $4.81M sold.

Based on aggregated 13F filings for Q3 2013.