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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
BAM
51
Berkshire Asset Management
Pennsylvania
$3.49M -$29.1K -455 -0.8%
LCM
52
Logan Capital Management
Pennsylvania
$3.45M
CIC
53
Carnegie Investment Counsel
Ohio
$3.42M +$364K +5,688 +11%
Wells Fargo
54
Wells Fargo
California
$3.4M +$476K +7,428 +16%
Canada Life
55
Canada Life
Manitoba, Canada
$3.39M -$199K -3,104 -5%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$182K +2,839 +6%
Citadel Advisors
57
Citadel Advisors
Florida
$3.23M -$2.6M -40,657 -44%
GKIM
58
GW&K Investment Management
Massachusetts
$3.12M -$221K -3,452 -6%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$3.1M +$32K +499 +1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.03M -$49.9K -779 -2%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$2.95M -$566K -8,845 -16%
WA
62
Waterford Advisors
New York
$2.77M
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$2.67M -$146K -2,285 -5%
HCM
64
Hilton Capital Management
New York
$2.48M +$119K +1,855 +5%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$2.46M +$239K +3,735 +10%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$2.11M -$752K -11,742 -26%
First Trust Advisors
67
First Trust Advisors
Illinois
$2.09M -$808K -12,612 -27%
ACA
68
Anchor Capital Advisors
Massachusetts
$2.07M +$35.5K +554 +2%
SEI Investments
69
SEI Investments
Pennsylvania
$2.05M +$1.54M +24,127 +265%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$2.04M +$2.12M +33,072 New
Stifel Financial
71
Stifel Financial
Missouri
$2.02M +$127K +1,976 +6%
CNBT
72
Canandaigua National Bank & Trust
New York
$1.99M -$38K -594 -2%
TI
73
Tidal Investments
Wisconsin
$1.99M +$91.4K +1,428 +5%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$1.97M +$477K +7,453 +30%
MIM
75
MetLife Investment Management
New Jersey
$1.94M +$80.7K +1,261 +4%

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.