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Community Bank
CBU

245 hedge funds and large institutions have $2.16B invested in Community Bank in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 84 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,149% more call options, than puts

Call options by funds: $849K | Put options by funds: $68K

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

28% more capital invested

Capital invested by funds: $1.69B → $2.16B (+$474M)

4% more funds holding

Funds holding: 235 → 245 (+10)

3.08% more ownership

Funds ownership: 74.55% → 77.63% (+3.1%)

1% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 83

Holders
245
Holders Change
+10
Holders Change %
+4.26%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
84
Reduced
83
Closed
24
Calls
$849K
Puts
$68K
Net Calls
+$781K
Net Calls Change
+$152K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$97.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$12.5M
3
SBH
Segall Bryant & Hamill
Illinois
+$7.11M
4
Man Group
Man Group
United Kingdom
+$4.83M
5
Goldman Sachs
Goldman Sachs
New York
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$26.3M
2
CSS
Cubist Systematic Strategies
Connecticut
-$11.6M
3
HF
HRT Financial
New York
-$9.16M
4
BlackRock
BlackRock
New York
-$6.92M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
51
GW&K Investment Management
Massachusetts
$3.14M -$113K -2,525 -4%
JCM
52
Jacobi Capital Management
Pennsylvania
$3.02M -$422K -9,388 -14%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.94M -$127K -2,825 -5%
LCM
54
Logan Capital Management
Pennsylvania
$2.92M – – –
CIC
55
Carnegie Investment Counsel
Ohio
$2.91M +$220K +4,896 +10%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$2.8M – – –
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.63M -$126K -2,813 -5%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$2.62M +$102K +2,276 +5%
American Century Companies
59
American Century Companies
Missouri
$2.61M +$490K +10,894 +28%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$2.61M -$108K -2,408 -5%
HA
61
Hamel Associates
New Jersey
$2.57M -$455K -10,120 -17%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$2.54M +$58K +1,290 +3%
Canada Life
63
Canada Life
Manitoba, Canada
$2.45M +$41.2K +917 +2%
Wells Fargo
64
Wells Fargo
California
$2.45M +$119K +2,641 +6%
TPSF
65
Texas Permanent School Fund
Texas
$2.4M +$29.6K +658 +1%
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$2.23M -$4.9M -108,953 -72%
Balyasny Asset Management
67
Balyasny Asset Management
Illinois
$2.18M -$1.82M -40,488 -49%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.1M -$912K -20,295 -33%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$2M +$470K +10,451 +37%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$1.98M +$321K +7,136 +23%
ECM
71
ExodusPoint Capital Management
New York
$1.92M +$469K +10,445 +40%
CNBT
72
Canandaigua National Bank & Trust
New York
$1.85M -$47.2K -1,050 -3%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$1.71M -$22.1K -491 -1%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$1.69M +$102K +2,269 +8%
Franklin Resources
75
Franklin Resources
California
$1.68M -$162K -3,599 -10%
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3
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CBU Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q4 2023, worth a combined $2.16B — up 28% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CBU positions and 24 closed out — a net gain of 12 holders — while 84 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.6M. The largest seller was Millennium Management, cutting an estimated $26.3M.

  • 245 institutional investors held Community Bank (CBU) as of Q4 2023, up from 235 in Q3 2023.
  • Funds reported $2.16B of Community Bank stock for Q4 2023, up 28% quarter-over-quarter.
  • 36 funds opened new Community Bank positions in Q4 2023 and 24 closed out, a net change of +12 holders.
  • The largest Community Bank buyer in Q4 2023 was Morgan Stanley, an estimated $97.6M added.
  • The largest Community Bank seller in Q4 2023 was Millennium Management, an estimated $26.3M sold.

Based on aggregated 13F filings for Q4 2023.