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Community Bank
CBU

211 hedge funds and large institutions have $2.94B invested in Community Bank in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,424% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $38K

26% more capital invested

Capital invested by funds: $2.33B → $2.94B (+$604M)

1.14% more ownership

Funds ownership: 69.88% → 71.02% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 226 → 211 (-15)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
211
Holders Change
-15
Holders Change %
-6.64%
% of All Funds
3.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
58
Reduced
85
Closed
31
Calls
$2.48M
Puts
$38K
Net Calls
+$2.44M
Net Calls Change
+$1.88M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$43.2M
2
EVM
Eaton Vance Management
Massachusetts
+$23.7M
3
Goldman Sachs
Goldman Sachs
New York
+$20M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M
5
Bank of America
Bank of America
North Carolina
+$7.74M

Top Sellers

Rank Fund Capital Flow
1
WPW
Waldron Private Wealth
Pennsylvania
-$14.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.71M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$7.99M
4
Morgan Stanley
Morgan Stanley
New York
-$5.57M
5
JP Morgan Chase
JP Morgan Chase
New York
-$4.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$2.13M -$49.4K -688 -2%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$2.13M +$61.7K +859 +3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$2.08M -$257K -3,585 -12%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$2.07M -$253K -3,518 -12%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$2.06M +$1.14M +15,870 +144%
CNC
81
Canandaigua National Corp
New York
$2.06M – – –
LPL Financial
82
LPL Financial
California
$2.06M +$154K +2,147 +9%
JCM
83
Jacobi Capital Management
Pennsylvania
$2.05M +$718 +10 +0%
VOYA Investment Management
84
VOYA Investment Management
Georgia
$2.03M -$390K -5,427 -17%
E
85
Ergoteles
New York
$1.96M +$1.84M +25,602 New
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$1.91M -$101K -1,404 -5%
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$1.87M -$14.4K -200 -0.8%
WB
88
WesBanco Bank
West Virginia
$1.77M +$1.66M +23,121 New
ECM
89
ExodusPoint Capital Management
New York
$1.76M +$1.35M +18,785 +449%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$1.73M -$315K -4,386 -16%
PFA
91
Pathway Financial Advisors
Vermont
$1.73M – – –
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$1.68M +$28.7K +400 +2%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.59M +$1.51K +21 +0.1%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$1.58M +$13.5K +188 +0.9%
MIM
95
MetLife Investment Management
New Jersey
$1.58M -$120K -1,674 -8%
WC
96
Walthausen & Co
New York
$1.5M -$3.05M -42,460 -68%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$1.49M -$2.26M -31,542 -62%
AWAP
98
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M -$50.3K -700 -3%
AAM
99
Advisors Asset Management
Colorado
$1.48M +$86.9K +1,210 +7%
AIP
100
Ameritas Investment Partners
Nebraska
$1.41M -$18.2K -253 -1%
2 3
4
5 6

CBU Hedge Fund Activity: Q1 2021 in Review

211 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Community Bank (CBU) for Q1 2021, worth a combined $2.94B — up 26% from $2.33B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CBU and 19 opened new positions — a net loss of 12 holders — while 85 trimmed existing stakes and 58 added.

The largest buyer was Neuberger Berman Group, adding an estimated $43.2M. The largest seller was Waldron Private Wealth, cutting an estimated $14.4M.

  • 211 institutional investors held Community Bank (CBU) as of Q1 2021, down from 226 in Q4 2020.
  • Funds reported $2.94B of Community Bank stock for Q1 2021, up 26% quarter-over-quarter.
  • 19 funds opened new Community Bank positions in Q1 2021 and 31 closed out, a net change of -12 holders.
  • The largest Community Bank buyer in Q1 2021 was Neuberger Berman Group, an estimated $43.2M added.
  • The largest Community Bank seller in Q1 2021 was Waldron Private Wealth, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2021.